Workshop Day Overview

Workshop Day Overview

The dashboard helps its user to manage the mechanics' work.

How to activate

Contact us support@claireit.eu to activate it for your location.

Access

Once enabled for your location, you can open it by selecting Workshop Dayoverview from the left menu (hamburger menu). 

Workshop Dayoverview dashboard

 

 

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1

Filter bar

Click to highlight all the workorders with the selection at the exception of the backorder filter. 

 

Backorder filter is grey, all appointments that are backorder are hidden unless assigned. When assigned, the appointmetn will be greid out.

 

2

Appointment

The appointment will display by default Registration number, WO number and a date and time.

 

The date and time display will be of the first available data from:

  • Scheduled-out date time
  • End time coming from 3rd party such as Plan-it or 1i Automotive.
  • Update time

The color of the box will be:

  • Yellow if the the Scheduled-out/End time is in within an hour.
  • Red if the Scheduled-out/End time was past.

The mechanic's panic button adds a red border to the relevant appointment. Hovering over it displays the panic note.

 

3

3rd party info

If your location is connected to a 3rd party such as Plan-It and 1i Automotive. The workorder box will display a circle with the mechanic initial. If you hover over, the full name of the mechanic, the start and end time will appear.

More info on Plant-it

 

 

More info on 1i Automotive

4

Search bar

Use it to Search by WO, reg number or name of the owner/driver. 

More info on search bar

5

Filter mechanics

Use the filter to hide occupied mechanics if at least one work order is assigned to them, or unoccupied mechanics (if no work orders are assigned to them).

 

6

Collapse button

Click on it to collapse or expand the column.

 

7

Status icon bar

A status icon bar that displays the number of appointments for each status. Clicking on a status icon allows you to hide the corresponding workorders.

 

8

Count button

Showing the number of workorder assigned to the mechanic. You can click to show them all or collapse it to one row.

 

9

Empty slot

In the these box you can drag and drop workorder. 

 

10

Vacation list

Mechanic that are indicated on vacation, click the vacation button to expand the mechanic section.

 

11

Vacation button

Click on it to indicate a mechanic is on vacation, once done it will collapse the mechanic section and move the mechanic to the bottom.

 

12

Filter work orders

Use the filter to filter by all, internal (Internal) and non-internal (WO) work orders.

 

 

 

Workshop Dayoverview columns

 

Appointment

The column contains appointments and workorders not set as Car in shop.

The column is sorted by date and time, from oldest to newest.

 

 

Warning

Cars must first be checked in via DMS or Claire before they appear in the Unassigned column.

Unassign

The column contain workorders set as Car in Shop and still not assigned.

 

From this colum you can assign a workorder by dragging it to the mechanic section.

 

The column is in order of the date and time displayed from oldest to newest at the exception of workorders set with the Backorder status, those will be at the end.

Mechanic task

This column contains sections for all active mechanics. Each section will contain the assigned workorder for the respective mechanic to a maximum of three workorders per mechanic.

In this colum you can:

  • unassign workorder by dragging and dropping the workorder  back to the assign column.
  • reassign workorder by dragging and dropping the workorder  to another mechanic.
  • reorder workorder in the same section by dragging and dropping the workorder .

 

Info

On the tablet

The mechanic will see a new toggle button called Planning.

 If enabled, only workorders assigned to that mechanic on the Workshop Dayoverview will be listed.

 

 

Info

If a workorder is set to Car out shop, it automatically goes to the Appointments column.

 

Idea

For your own preference, you can also reorder mechanic section by dragging and dropping it anywhere in the same column, the order will be remembered the next time you login on the same browser.

Car Ready

This column contains workorders with Car ready status, they are automatically moved out to this column when they reached that status. 

WO that was assigned to a mechanic will have a circle with the initial of the last assigned mechanic.

 

Notes

Note: if a Quality check is in progress, the WO will remain in that column until the Quality Check is completed.

Quality control

This column contains workorders with Quality control, they are automatically moved to this column when they reached that status.

 

Search function

The search function works as following: It is possible to search on workorder number, license plate and customer name. Click on the three dots to show all the results. The results are divided in two sections: Workshop Day Overview and All Appointments.

 

By clicking on the result under Workshop Day Overview, it automatically searches for and highlights the workorder in the overview, for instance if it is assigned to a mechanic:

 

By clicking on the result under All Appointments, the workorder detailpage will be opened in the same tab. Click on Close to return to the Workshop Day Overview.

Additional info on hover over

WO number

As soon as you move your cursor/mouse pointer over the WO number, a popup opens with additional information:

1. Planned interventions

* planned time for the intervention (time is imported from DMS CarIt, Autoline ODBC, Autoline Keyloop, Wincar and Incadea)

 

2. If the intervention has a pin (comment, recall or warranty)

3. Has the intervention been approved by the customer (green thumb)

4. Red cross if the intervention has not been performed by the mechanic

Car Registration number

When you hover your cursor over the car registration, a modal will display additional information about the car.

 

Additional setting options

New options setting are available, contact us at 
support@claireit.eu to activate or to inquire about it.

Assign to mechanic on check started option

When activated, every time a mechanic is starting a new check on a workorder then it will move this WO automatically in the first box under his name.

Assign to mechanic on intervention fixed option

When activated, every time a mechanic is starting is doing a Car Ready check and mark an intervention as fixed then it will move this WO automatically in the first box under his name.

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