Using Mandatory Templates

What are mandatory templates?

Mandatory templates are the only templates (job forms) that you determine for use by your dispatcher(s).  

Why should I use mandatory templates?

If you need to ensure consistency in your job templates then use mandatory templates. This will ensure only the templates you have defined can be used by your dispatchers and workers.

How to use mandatory templates

By default, a new vWork account is setup so that you can:

  • Create jobs from pre-defined templates that you define.
  • Create a freeform job on the fly (customise the steps and custom fields).

If you wish to limit the ability of your users so that they can only create jobs from templates that you define, then you should turn on mandatory templates in the settings tab.

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