Needs Verification means that a major change has been made to the booking & the jobs no longer match the booking.
Someone needs to look at the changes made to the booking and if necessary, make those same changes inside the jobs to ensure the jobs meet the new requirements.
Minor changes in a booking flow through to the jobs automatically.
Minor changes include:- Driver Notes, Description, Attachments, Invoice or Purchase Order, Quote Type, Customer or Contact details, Passenger numbers, Extras.
Major changes in a booking will cause the jobs to be deleted & regenerated. An email will be sent to Operations with the details of the deleted jobs including the allocated driver & vehicle.
Major changes include:- Boarding point, Date, Time, Vehicle options.
The exceptions to the above scenarios are where jobs get put into a state of Needs Verification.
When a change is made to a booking & the jobs associated with that booking are currently in progress. This includes Split Jobs, if one of the split jobs or one half of the split is in progress when a booking change is made, both halves of the split will be put into Needs Verification.
❕Note: In Progress means that tablet progress has been recorded against the job & the job is not yet completed.
You will see a red triangle next to the job number in either the Jobs Page or the Charter Diary to indicate the Needs Verification status.
Inside the job you will see the needs verification status
Jobs needing verification are also shown on a tile on the Operations page.
By looking in the history tab of the booking, available in both the operations view as seen below and in the sales view. If you click on the booking number from anywhere in the operations module, charter diary, jobs page, inside a job etc you will be taken to the operations view of the booking.
The changes that triggered the needs verification will be highlighted yellow to draw your attention.