Manufacturer Dashboard (V8)
This page is created for manufacturers to request access to certain workorders in case of warranty or recall. Especially for this task there is a role called Manufacturer in Claire.
Manufacturer role
The Manufacturer role is a read-only account and only allows access to the manufacturer dashboard, the appointment detail page and the car detail page. The user must be set to a dealer and a location assigned to the Manufacturer roles.
Manufacturer Dashboard
By default, the manufacturer dashboard is the landing page for the Manufacturer role. In addition, you can find the page with another role in the left-hand menu.
WO are requested based on the Claim number. In the dashboard, the receptionist sees only WO to which the manufacturer has requested access.
The dashboard looks as follows for the manufacturer, as you can see the manufacturer has an Add button:
Filters
Workorders can be filtered by the following criteria.
Number | Name | Explanation |
1. | Add-button | Click on this button to request access to a workorder (Only Manufacturer role). |
2. | Dealer/Location | Filter on the dealer/location. |
3. | Pin Status | Filter on pin status, like: Claimed, Support, More info etc. |
4. | Mechanic fixed | Filter if the mechanic fixed the intervention. |
5. | Status filters | Filter the workorders on status. |
6. | Filter reset button | Click on this button to reset the filters to default. |
Explanation Columns
Below is the explanation about the columns and the information they contain. Some columns have an additional function.
Number | Name | Explanation |
1. | Appointment Date | Te date of the appointment. |
2. | Status | The status of the workorder. |
3. | WO # | The workorder number. Click on a number in the column to open the WO in a new tab. |
4. | Reg # | The registration number of this workorder. Click on a registration number to open the WO in a new tab. Click the filter icon to display the vin number. |
5. | Dealer | The dealer where this appointment is from. |
6. | Location | The location where this appointment is from. |
7. | Pin Date | The date when the intervention was pinned. |
8. | Pin Type | The type of pin: Remark, Warranty or Recall. |
9. | Warranty Type | Sort by warranty type. Only possible for warranty pin. For other pins, default value is Not set. |
10. | Pin Status | The selected pin status, like: Claimed, Support, More info etc. |
11. | Support # | Support number. |
12. | Claim # | Claim number. |
13. | Ref # | Reference number. |
14. | Brand | The car make of the corresponding car. |
15. | Intervention/Question Result |
The intervention/question that is pinned. |
16. | Information | Extra information about the appointment. |
17. | Pin Type filter | The type of pin: Remark, Warranty or Recall. Click on the icon to filter. |
18. | Intervention status filter | Filter by items with the status Necessary or Advised. |
19. | Request status filter | This column reflects if the request is: Pending, Accepted or Denied. Click on the icon to filter. |
Requesting access
The manufacturer can request access via the Add button.
When clicked, it opens a pop-up with a search bar in which the WO can be searched by claim number.
After searching, click on a workorder to request access.
Then a pop-up appears that asks to enter a reason for the request.
After entering a reason, click Continue te send the request. On the dashboard a blue question mark icon appears behind the requested work order. This means that a user from the dealer/location must review the request.
If the request is approved, the icon changes to a green checkmark. When you hover over the icon, the expiry date of this approval appears and you can click on the WO and Reg number.
If the request is declined, the icon changes to a red cross. When you move over the icon, the reason why the request is declined appears.
Accept/decline request
A user with at least the role receptionist can approve or decline a request. This can be done by clicking on the factory icon at the top right of the appointment list, this will navigate to the manufacturer dashboard. The number indicates how many requests are open.
In the Manufacturer dashboard, click on a workorder with the blue question mark icon. When hovering over it, it shows the person that filed the request and the reason why.
A pop-up will then open where you can approve or decline the request.
No reason is required to approve the request, but it is mandatory to give a reason for declining the request.
In the pin log will be logged who granted access when to which manufacturer.
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