A users clixifix® account activity and data can be found by clicking on the 'Me' link in the primary navigation bar beside the settings and the search icon.

The new “Me” section has combined Inspection Lists and Tickets as “jobs”.

The user can easily see their booked appointments, accepted jobs, Tasks, and Jobs to accept or reject, streamlining what’s on their plate.



 

Active Nominations

This has 4 tabs.


1. Booked Appointments:

The top bar is expandable like a card system and this applies to each of the tabs.

Displayed is:

  • Ticket number
  • Appointment Date and Time
  • Address
  • Relevant information

There is also a view ticket button to take you straight there!

To get back, select Me again from the top bar.


2. Accepted Jobs:

You can see overdue works that apply to you in Red on the right of the Accepted Job cards and on the left are noted:

  • Ticket or Inspection list icon and number
  • If it’s a ticket, then it’s status e.g. closed or in progress
  • Appointment Date and Time
  • Address
  • Relevant information

There is also a view ticket or view list button to take you straight there!

To get back, select Me again from the top bar.


3 Tasks:

Tasks can be reminders or jobs to do lists with your own set deadlines.

On the left are noted:

  • Hyperlinked Task number
  • Task Date and Time
  • Relevant information

There is also an arrow icon on the right to take you straight there!


4 Inbox:

Your inbox to the right of the screen shows jobs awaiting your interaction for accepting or rejecting. (so Ideally this should be as low as possible!)


The headings on the cards are similar to those we just encountered on the previous ones and the corresponding ticket or list is accessible by clicking the Right arrow or the List/Ticket number.


This is now accepted and moves over to the Accepted Jobs pile under the second tab:


Likewise, if the next job 1513 is rejected, then back in the Me section we can select Closed/Rejected Nominations from above the inbox to see this rejected job pull through to there now.


Closed/Rejected Nominations

Above is the job that was just rejected and others that have been closed most recently. 

The card menus on these two columns follow the similar order to those in the Active nominations section which is now available to return to at the top of the page.

The cards are all re sizeable too, making them easy to view and search.


My Calendar

Whichever view you are on in the Me section; you can always click out to view Your own calendar with the hyperlink option in the top right of the screen.




If you need more help then search for My Calendar in our online knowledge base or contact the Customer success Team via a support ticket or try our live chat.