Creating Job Automation Rules

Article Contents

• Create Job Automation Rule
• Copy Job Automation Rule

NOTE:

• Job automation rules are used for automating the creation of jobs based on events.
• If a reservation is cancelled, the associated job will be automatically cancelled.
• See Cleaners and Maintenance Overview for additional information.

Create Job Automation Rule

Step 1: Navigate to Operations > Cleaners & Mx > Automation > Rules

Step 2: Click New Automation

Step 3: Complete the required fields:

1. Create Job name

2. Select event trigger from dropdown menu.

NOTE: Event = Reservation booked, Reservation check in time, or Reservation check out time

3. Select Job template from dropdown menu of default and custom templates.

NOTE: See Creating Job Templates for more information.

4. Toggle Yes/No to create Job as draft

NOTE: Draft jobs require manual review to become an actionable job

5. Toggle Yes/No for Automation to be active

NOTE: Automation will only run and create Jobs if they are active

Step 4: Click Create Automation

NOTE:

• The new automation will appear in the list of job automation rules.
• If active, the automation will start creating jobs when the next trigger event happens.

Copy Job Automation Rule

Step 1: Navigate to Operations > Cleaners & Mx > Automation > Rules

Step 2: From the dropdown menu on an automation rule line, select Copy Automation

Step 3: Make changes as needed (See field details above)

Step 4: Click Save

Additional Resources

Creating Job Types

Creating Job Templates