Managing job templates

Job templates can be used to create job settings for automated and manually created jobs. Jobs that inherit settings from a job template can be updated individually.

Within the MyVR account, job templates can be found under Operations > Cleaners & Mx > Automation > Job Templates

Article contents

• Creating a job template
• Editing a job template
• Copying a job template
• Deleting a job template

Creating a job template

1. Navigate to Operations > Cleaners & Mx > Automation > Job Templates
2. In the job templates section, select New Job Template from the header navigation
3. Fill out the Basics tab:
• Job type
• Job name
• Job associationNote: Currently only job templates associated with reservations are supported
4. Continue to the Job Details tab
5. Input a job description and tasks (optional):  
• Job description is a good place for common data needed for a job template
• Custom fields are available for the description allowing for a template to be used for jobs at multiple properties
• Tasks should be actions that a worker can complete, a worker will be able to check tasks off in the worker mobile view
6. Continue to the Job Assignment tab
7. Select worker(s) (optional):
• Each worker selected will be assigned all jobs created with that job template
• More than one worker can be selected, if more than one worker is selected they will both be assigned to jobs created by that template
• Workers can be updated on a per job basis
8. In the dropdown next to the assigned worker, the worker’s status can be updated or the worker can be removed.
9. Continue to the Job Schedule tab
10. Select if jobs using this template will block the calendar
11. Click the Create job template button

The job template will now be visible in the job template list view and available for use in automation and jobs.

Editing a job template

1. Navigate to Operations > Cleaners & Mx > Automation > Job Templates
2. In the job templates section next to each job template, from the dropdown menu, select Edit template
3. Make desired changes within the job template modal
4. Click the Save job template button

Copying a job template

1. Navigate to Operations > Cleaners & Mx > Automation > Job Templates
2. In the job templates section next to each job template, from the dropdown menu, select Copy template
3. In the job template modal, update the job template name to be unique and make any other desired changes
4. Click the Save job template button

Deleting a job template

1. Navigate to Operations > Cleaners & Mx > Automation > Job Templates
2. In the job templates section next to each job template, from the dropdown menu, select Delete template
3. A box will pop up asking to verify deleting the template; click Delete Template

The template will be removed from the list of available job templates.

Note: If a template is used by a rule for job automation, the rule will also be deleted and it will no longer automatically create jobs for that rule.