Jobs

The Jobs area displays detailed information about tasks within Dispatcher Stratus. Typically, jobs are only accessible by the user they are assigned to, though jobs that have been added to your Tracker can be viewed as well. Jobs are the primary method by which users interact with tasks within Dispatcher Stratus. Examples of common jobs include:

• Reviewing and approving content
• Assigning a job to another user (delegation)
• Performing a task within Dispatcher Stratus (Inviting a new user, updating or modifying information in an attached form, etc.)
• Performing a manual task outside Dispatcher Stratus (Setting up a meeting, making a phone call, setting up a new account, etc.)

Jobs are displayed in a table for easy viewing:

• Type - This column describes what kind of item it is.

  • Document - Related to workflows and usually includes an action that needs to be taken.

• Job Name - A short description of the item. Job names contain the following elements: Input Node Name | Date Received | Time Received, based on your selected time zone (See Settings). If a workflow diverges or splits, the “Input Node Name” portion of the Job Name will update to the name of the node where the split happened.

• Status - The next action that needs to be taken by the owner.

  • Action - You need to take some action to move the job to the next step in the workflow.
  • Approval - You need to approve the job and send it to the next step in the workflow or deny it.

• Workflow Name - The name of the workflow that generated the Job Queue item.

• Last Modified - The last time a user made an update to the job, based on your selected time zone (See Settings).

• Actions - The actions available to you.

  • Track/Untrack - Add or remove this job item to your Tracker.

  • Delete - Remove this item from your Jobs.

    Important! Items deleted from your Jobs are lost and cannot be retrieved.

  Note: The Time Received in the Job Name is based on the tenant timezone settings.

You can search through the available jobs using the Search field in the upper-right corner. The Search function includes every column provided when searching.

Job

The Job area contains a summary of the job, including:

• Workflow - The name of the workflow that generated the job.
• Received - The time the job was received.
• Number of Files - The total number of files associated with the job.
• Recent Notes - The most recent notes left on the job.
• Recent History - The most recent changes in the job’s history.

History

The History tab shows all of the log information associated with the job since it was created. This information is displayed in a table:

• Date - The date and time the status of the job changed.
• Source - The source of the data. Typically this will either be “System” or a user’s name.
• Event - A short description of how the job’s status changed.

Notes

The Notes tab shows a history of all of the notes that have been added to a job. The notes are displayed in a table:

• Date - The date and time the note was added.
• Note - The text associated with the note.
• Author - The user who wrote the note.

If any notes are marked as Private, a Lock icon () will display on the left side of the note.

Add a New Note

To add a new note, do the following:

1. Click the Add Note button in the middle of the Job area.
2. Enter the note text.
3. If you would like the note to be private (only visible to you), click the Private button.
4. Click the Save Note button.

Note: While notes cannot include attachments, files can be added to a job on the Attachments tab, described below.

Attachments

The Attachments tab includes all the files attached to the job. This information is displayed in a table:

• Add Attachment - This button allows the user to manually attach a document to the job.

• File Name - The name of the attached file.

• File Size - The size of the attached file.

• Uploaded By - The name of the user who attached the file.

• Date - The date and time the attachment was saved with the job.

• Actions - The available actions for the attachment.

  • Download - Save a local copy of the attached file.
  • Delete - Delete the attached file.

• Preview - An image of the document.

  Note: The preview function is restricted to:

  • PDF, PNG, JPG, and SVG file types.
  • 25 MB.

Forms

The Forms tab includes information about any forms attached to the job. This information is displayed in a table:

• Form Name - The name of the form that captured the information.
• Submitted by - The name of the user who submitted the form.
• Date - The date and time the form was saved with the job.

Note: When using Anonymous Authentication for the External Form or Internal Form, the “Submitted By” column will display “Unknown user.” To add a user, the workflow should be configured with an Assign Owner node before the People Node.

Completing a Job

After a job has been assigned to you, you can access it, view any of the listed information, and take any necessary actions, such as approving the job. To complete a job, do the following:

1. Navigate to the Jobs page.
2. Select the job you would like to complete. This will take you to a page with detailed information about that job (described above).
3. Complete the task associated with the job.
4. Select the appropriate button in the upper-right hand corner.

• For jobs from the People User node, created by the People Queue and already claimed, and created by the User Group where the workflow is configured with a user-selectable connector connecting to the next node, this button is labeled Action. Select the next destination for the job. Then, select the Done button to complete the job.

  

• For jobs where the workflow is configured with a standard connector connecting to the next node, this button is labeled Done. Select this button to complete the job.

  

• For Jobs created by the People - Edit and Approve node, there are two button: Deny and Approve. Select one to complete the job.

  

You will be returned to the Job or Job Queue page, based on where you accessed the job from. You will no longer see the job in your Jobs or Job Queue (unless you are also assigned in the next People Node in the workflow), though the job will still appear in your Tracker, if you have previously added it there.