Welcome to this Customer User Guide which relates to the 2.9.1 build, we have introduced some New Functionality and also system improvements both in Workshop Management and the Link system.
The 3 main points below will help you understand how to use and how to have the necessary set up for each new feature or improvement.
- *Default settings after the upgrade
- **User permission level required to access the function
- ***This function requires additional configuration, please contact the account management team’
You also have the ability to "click" any of the items below which will take you directly to the development details.
- New Functionality
Reminder's Box extract/export button
We have created an extract/export button for the data that appears in the ‘Reminders box' in Link System so that data can be extracted into excel/CSV etc giving the ability to filter.
There is a new button on the front page of the Link System as shown below: -
Select the above button and this will display the following screen.
Selecting the ‘Export’ button will create a CSV file.
New Improvements.
Show SMS 3 days either side of the date in
We have made changes to the data which appears in the SMS tab. This can be set to show all jobs or just jobs that are in on site. There is also a filter that can be set for the number of days displayed.
The screenshot below shows booking 9900876 a ‘No Show’ where an SMS has been sent and the SMS response shows below.
The screenshot below shows an SMS response for a future dated ‘No Show’ (right click on the SMS to open booking or SMS)
iewed by right clicking in the SMS within workshop management.
Standard set up will currently display SMS responses for jobs In On Site.
***This function requires additional configuration, please contact the account management team’
Warning pop-up to appear after in or date out field amendments
If the date in or date out are amended within Workshop Management the system will display a warning message as shown below.
Ability to book to ‘Repair Code’ RECALL
Currently when completing a booking with a Recall this will default to a repair code of ‘WAR’ and a payment method of ‘WAR’
We have introduced the option to book to an alternative repair code, for example ‘RECALL’ which will allow you to choose the relevant payment method.
***This function requires additional configuration, please contact the account management team’
Clockings on Jobcard to match via VIN and WIP
Clocking's on Job Cards where the Reg No has changed were being missed, we have therefore created a new routine that will ignore the Reg No and just use the Dealer/Booking to find clocking's created within 180 days.
We have made changes to the Labour Audit Page of the Job Card. Previously this only displayed 1 line of text. This has now been improved to display all test against a labour line. (as shown below)
Checklist Comments to appear on the Job Card
The system can now be set to show Comments added in 'Checklist' on the Job Card.
On the example below, comments have been added through Checklists relating to a Test Drive. Comments can also be added through Tech App.
The above notes will now appear in the comments section as shown below.
Configuration
In the 'CheckList' table in Admin tool there is a new column called 'EnableJobCardComments'
'EnableJobCardRef' should be set to 2 for the comments to show on Job Card.
If TechApp is ticked this means Checklist comments added through Tech App will also show.
***
Bug Fixes
Various bugs have also been rectified in the 2.9.1 upgrade