Steps to prepare Job and Charge Code template:
Log in to Tenant Admin Portal.
On the home page of the portal, click Oloid connect application.
The Oloid Connect application page is displayed.
Go to Oloid Connect Application > Configure tab > Configure Intent screen.
Enable Show Intent screen > Select Job-Code > Click Download Template under Job Codes and Charge Codes to download the templates.
Open the downloaded template in Excel.
Prepare the following templates:
Job Code template
OR
Charge Code template
The Job and Charge Code templates are prepared and ready to use.
Job Code Template
Steps to prepare Job Code template:
Open the template and do the following:
Enter Code Type.
Enter Jobs in this column for all rows.
This value indicates that the entry is a job code.
Enter Description.
Provide a short description of the job.
Example: General, Supervisor, Technician etc.
Enter Code.
Enter the unique job code identifier.
Example: CTS-999, CTS-1
The Job code template prepared successfully.
Charge Code Template
Steps to prepare Job Code template:
Open the template and do the following:
Enter Code Type.
Enter Jobs in this column for all rows.
This value indicates that the entry is a job code.
Enter Description.
Provide a short description of the job.
Example: General, Supervisor, Technician etc.
Enter Code.
Enter the unique job code identifier.
Example: CTS-999, CTS-1
The Charge code template prepared successfully.