> ## Documentation Index
> Fetch the complete documentation index at: https://docs.oloid-demo.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Oloid Connect - How to prepare Job and Charge Code Template

> This document provides step-by-step instructions to prepare Job and charge code Template

## Steps to prepare Job and Charge Code template

1. Log in to Tenant Admin Portal.
2. On the home page of the portal, click **Oloid connect** application.

   ![How to prepare Job and Charge Code... - screenshot 1](https://mintcdn.com/oloid-999c42b2/smtR5xVXZcWSRXys/images/intercom/11948333/81075439-6f27-4dfe-ad93-640125ab388f-e99d331f.png?fit=max\&auto=format\&n=smtR5xVXZcWSRXys\&q=85\&s=2013f58dc3d29d002380b3ff8056a757)

   The Oloid Connect application page is displayed.
3. Go to **Oloid Connect Application**  > **Configure** tab > **Configure Intent screen**.

   ![How to prepare Job and Charge Code... - screenshot 2](https://mintcdn.com/oloid-999c42b2/smtR5xVXZcWSRXys/images/intercom/11948333/305cf0f9-4945-46da-8632-6ba9aa00a00c-f4946c09.png?fit=max\&auto=format\&n=smtR5xVXZcWSRXys\&q=85\&s=f5a1bda8e8aedb6598ce577f71aff1ff)
4. Enable **Show Intent screen** > Select **Job-Code >** Click **Download Template** under **Job Codes** and **Charge Codes** to download the templates.

   ![How to prepare Job and Charge Code... - screenshot 3](https://mintcdn.com/oloid-999c42b2/smtR5xVXZcWSRXys/images/intercom/11948333/19004ba4-5943-453e-af6d-7ba3206bb075-38a38d8d.png?fit=max\&auto=format\&n=smtR5xVXZcWSRXys\&q=85\&s=ea0dee36ee9db084ec7e55707b72bf0b)
5. Open the downloaded template in Excel.
6. Prepare the following templates:
   1. **Job Code** template
      OR
   2. **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:

1. Enter **Code Type.**
   * Enter Jobs in this column for all rows.
     This value indicates that the entry is a job code.
2. Enter **Description.**
   * Provide a short description of the job.
     Example: General, Supervisor, Technician etc.
3. Enter **Code.**
   * Enter the unique job code identifier.
     Example: CTS-999, CTS-1

     ![How to prepare Job and Charge Code... - screenshot 4](https://mintcdn.com/oloid-999c42b2/smtR5xVXZcWSRXys/images/intercom/11948333/image-afeded6e.png?fit=max\&auto=format\&n=smtR5xVXZcWSRXys\&q=85\&s=b1364aad26ee2755e8ba03dd076b75f0)

     The Job code template prepared successfully.

## Charge Code Template

### Steps to prepare Job Code template

Open the template and do the following:

1. Enter **Code Type.**
   * Enter Charge in this column for all rows.
     This value indicates that the entry is a Charge code.
2. Enter **Description.**
   * Provide a short description of the job.
     Example: General, Supervisor, Technician etc.
3. Enter **Code.**
   * Enter the unique job code identifier.
     Example: CTS-605, CTS-999

![How to prepare Job and Charge Code... - screenshot 5](https://mintcdn.com/oloid-999c42b2/smtR5xVXZcWSRXys/images/intercom/11948333/image-a0f25ad0.png?fit=max\&auto=format\&n=smtR5xVXZcWSRXys\&q=85\&s=c976558c46f9e9247b18c80546d08d05)

The Charge code template prepared successfully.