Control workflow

• Allocate jobs from the office with magic5’s back office functionality.
• New forms can also be started from the device, with no job involved.
• Use whichever method suits your workflow.
• Or use both to give you control and flexibility.

Managing workflow

• Create a job with customer details plus other useful information.
• Allocate a job to an individual or a group of device users.
• Device user(s) downloads a worklist of jobs allocated to them.
• Track a job with job status, interim reports and supplementary statuses.
• Trigger additional jobs automatically using job actions.
• Reallocate jobs from device (if enabled) or office.
• Create batches of individually allocated sub-jobs that all need to be signed-off to create a ‘completed’ status.
• Create summary forms from a number of source forms for display on reports and devices.
• Drag ‘n’ drop graphical planner is useful for job allocation and time/workforce management.
• List view for filtering and searching jobs in progress makes workflow highly visible.

Send out information

• Customer information is sent to the device user.  This might include site access information.
• Historical information such as service record and last visit dates can be included in the form.
• Job specific information such as reason for call-out, start and end dates is included in the job definition.
• Data collection information such as default values and general guidance notes can be included in the form template.
• Supporting documentation such as latest regulations, training documents and site maps can be supplied as attachments to the job.

View jobs in a list for filtering by date, customer, location, etc

Organise work using a drag ‘n’ drop planner