(V8) Creating a workorder in Claire
How it
works
When a
workorder is not automatically imported from DMS, it is possible to add the WO
manually in Claire. New WO can be created by clicking on the green plus button
in the left corner of the appointment list page.
The following page opens:
Field
car
Start
with entering the registration number. If the car information is missing (brand, modal, APK date) you can import
it from the RDW, OVIS or ROB* by clicking on External data button.
External Data
provides the Brand. Modal and APK date (if
available) from RDW, ROB and OVIS (also vinnumber)
Select the provided information you need for the
car and click the Update button.
For new vehicles, fill in the
fields manually: Make, Model and a unique VIN are mandatory.
Customer field
To enter the customer informatione, select the
field under Customer, this will show the customer who is connected to the car.
When the vehicle is known from the DMS, the Driver, Owner, and Contractor
fields will be automatically filled in when you click on the Customer Search
field. Then select the customer from the dropdown list.
In the Customer Search field,
it is also possible to search by Company Name or Lease.
When the vehicle is not known in the DMS, the
Driver, Owner, and Contractor information can be manually added in the customer
fields below.
Company Name or Last Name is
mandatory for adding Owner and Contractor.
*Only if the location is
connected to
For Keyloop locations:
When a vehicle comes from the DMS, the Driver,
Owner, and Contractor fields will be automatically dislplayed and cannot be
edited.
Details such as email, contact number, etc., for
the Driver, Owner, and Contractor will not be visible in the input fields, but
once the Work Order is created, all information will be available in the
Customer Information field.
For new vehicles, Make, Model,
and a unique VIN are mandatory.
Driver, Owner, and Contractor can also be added
manually via Customer Search using the last name.
In the Customer search, it is also possible to
search by Company Name/Lease.
Company Name or Last Name is
now mandatory for adding Owner and Contractor.
Extra settings:
- Car in shop: This will automatically put the car in shop (on Keyloop locations it will also ask to enter the current mileage)
- Customer waiting: This will enable the icon for customer is waiting
- Lease company: This will mark the car as part of a lease company*
- Internal: This will mark the car as internal*
*Lease company and Internal are
not available on Keyloop locations.
Appointment details
Lastly enter the correct dates to the
appointment. The dates will be automatically filled in on todays dates and
time.
The WO number is also automatically generated in
Claire*.
Clicking on one of the date fields will open a
calender where you can select a different date or time.
*On Keyloop locations, the WO
number comes from the DMS.
Add interventions
Click on the green Add intervention button. A
modal will open where you can enter the customer complaint. After that click
on Save.
The new intervention is then added to the create
workorder screen.
Add recall intervention
If there are recalls available for this car, then
the Add recall intervention button will also be available.
Clicking on this opens a new window where you can
see all the open recalls.
Click on Select all to add all
the recalls to the workorder or click on the checkbox of a recall to add your
selection. Then press Confirm to ad the recall intervention.
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