Three Departments Checks (V8)

Three Departments Checks (V8)

What is Three Departments Check?

3D Check is a feature that ensures all three departments have verified that an appointment or Work Order (WO) is fully prepared before the customer brings the car in and the mechanic starts working. The three departments are Reception, Parts, and Workshop.

Who can use this feature?

Contact support@claireit.eu to enable this feature. The following users can then use this feature:
  1. Dealer Admin
  2. Receptionist
  3. Chief Mechanic

What it looks like on appointment list

In the appointmentlist, all workorders in the status New Car will show a red checklist icon in the note column.


By hovering over this icon, it will show which department is checked of:


If all departments checked the workorder off, the icon will change to green.



This icon will dissapear once the status of the workorder changed to Car in Shop.
Notes
If the hover over does not pop-up, it means that no department left a checkmark.

What it looks like in the workorder detailpage

On the WO detail page, at the top of the Car & Customer section, you will see a small overview box called 3D. This shows the status of all three department checks at a glance.


The WO receives the 3D checked status only when all three departments have marked their checkbox.
Notes
When the WO status is Car in Shop or higher, the checkboxes are locked and the modal can be opened in read-only mode.

How to mark a Department as checked

  1. On the WO detail page, locate the 3D overview box at the top of the Car & Customer section
  2. Click on the box to open the modal
  3. Inside the modal you will see three checkboxes with icons, one for each department:
    1. Reception
    2. Parts
    3. Workshop
  4. Tick the checkbox for your department
    1. Checkboxes can be ticked and unticked multiple times
  5. Optionally, leave a remark in the remark box below the checkboxes — this is not mandatory
  6. Click save to confirm

Remarks and Log

  1. Anyone can leave a remark and edit it at any time
  2. Below the remark box there is a log of the last 4 edits made
  3. The most recent log entry appears at the top

 

Notes
Once the WO status is Car in Shop or higher, the modal will be in read-only mode.

Three Department Dashboard

The dashboard gives an overview of all Work Orders and their department check statuses.

How to access

Navigate to the Three Departments from the main menu.


Dashboard columns

The following page opens. Below is an explanation of all the columns in the dashboard.


Column
Description
WO Nr
Work Order number, click to open WO detail page
Appointment Date
Scheduled date of the appointment
Car Reg#
Vehicle registration, click to open Car detail page
Reception Checkbox
Status for reception department
Parts Checkbox
Status for parts department
Workshop Checkbox
Status for workshop department
Remarks
Shows the last remark made

Hover function

Hovering over a checked checkbox shows the name of the person who last checked it and the timestamp.

Date filter

  1. By default the dashboard shows today +7 days into the future
  2. You can adjust the calendar at the top to change the date range

"Not Checked By" filter

  1. At the top of the dashboard there is a Not Checked By filter
  2. Select a department to show only WOs that have not yet been checked by that department

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