Updating intervention on the dashboard
This
article has for purpose to explain in details how to manage efficiently
interventions located on the dashboard
(workorder/appointment detail page)
.
Initial
interventions from DMS or manually input:
Appointment/workorder
usually start with a section called Interventions and in it
you would be able to see initial interventions. They could have been imported from
your DMS or created
manually
by
using the + button on the appointment list page or created
manually using the + button next to Interventions.
From there
you can (from left to right):
- Delete the intervention
- Edit the intervention name
- See and modify description
- Enter the price of repair
- *
- Displaying customer approval through thumbs up/thumbs down icons
- View if mechanic has completed the repair or not*
*Only
displayed if the option is activated for your location
Optional
interventions from standard checklist(s):
Appointment
in Claire can undergo many type of checklists and each one can be put together
with various selections of questions that helps mechanics identifying potential
intervention.
Once a
checklist is completed, the section will appear on the dashboard
. At that point, you are able to
review the intervention(s) found by the mechanic(s) and prepare a proposal to
the client.
At this
state, it's good practice to click Calculating on the progress bar
at top left of the dashboard,
Standard
questions:
Each
intervention are grouped under the name of the checklist that the questions was
located, most of the time each row represent a question that the mechanic has
found issue or entered remarks.
From there
you can (from left to right):
- See the intervention/question name
- See and modify the mechanic's remark
- Enter the price of repair
- *
- See and, if needed, modify it's status
- See attached picture(s)
- Displaying customer approval through thumbs up/thumbs down icons
- View if mechanic has completed the repair or not*
*Only
displayed if the option is activated for your location
***Only
displayed if the module was acquired by your location
Note that
only a dealer admin can delete the
last checklist.
from
the workorder/appointment detailed page.
Tyre
element questions:
The
interventions found when the mechanic is performing a checklist containing the
tyre element question has few differences from the standard question,
First
visible difference, is the green icons on the top left of the section. Here
are the meaning of the different icons:
- Green car: Tyres are on the car
- Green house: Tyres are in storage
- Green sun: Summer tyres
- Green snow flake: Winter tyres
- Green sun/snow flake halves: All season tyres
The second
difference, will be the blue + icon at the left extremity of the row.
Once you
click on it, a second row will appear beneath the row for the tyre description.
It allows you to provide a recommendation for tyres replacement.
Third
difference is that you cannot snooze or pin a note to a tyre element
intervention.
Communicating
your updates
You can
communicate your input by:
- .
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