Welcome to this Customer User Guide which relates to the 2.12.2 General Release. We have introduced some New Features and Improvements to the system both in Workshop Management and Link system. 


Latest Builds & Versions


LINK - 2.12.2

Workshop Management - 2.12.2

Tech App V2 - 2.12.3 (March 2023)

Advisor App 4.3.2 - iPadOS 16.3.1 (February 2023)


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.


  1. *Default settings after the upgrade
  2. **User permission level required to access the function
  3. *** This function requires additional configuration, please contact the account management team

TABLE OF CONTENTS



New features

Renault and Dacia Menu Pricing


A new feature now available is integration into Renault and Dacia Menu Pricing, during the booking process you can Launch Menu pricing which will allow the user to select the required service or repair multiple times and add them directly into the booking. Screenshots are below.



Clicking Launch Meu pricing will open the box below where the user can search for the appropriate repair and service



Below shows an example of a service with any appropriate add on items which can also be selected.



Click Add to booking



The selected Menu is added to the booking, the user can click the Launch Menu pricing button again to search and add more items if necessary. 


*** This function requires additional configuration, please contact the account management team


Mandatory Check List items with Associated repair Codes


When any 'Check List' items are set as mandatory the system can be set to force an Agent to complete these items prior to moving the job to certain Status codes.


In the example below it show an outstanding mandatory item (now in Salmon)


If the above was set to a status of O (off site) a message informing you that the mandatory check list item is still outstanding and you should complete this before setting to this status. (as shown below) 


Once the check has been completed the check list item will turn to green and you will then be able to move to the required status. 



            *** This function requires additional configuration, please contact the account management team


Tech App V2- Vehicle Details now show colour


Clicking into the Vehicle details within the booking in the App will now show the colour of the vehicle.



*Available after the upgrade with the latest 2.12.3 version 


Tech App V2 - Vehicle Details now show engine number


Clicking into the Vehicle details within the booking in the App will now show the vehicle engine number 




*Available after the upgrade with the latest 2.12.3 version 


Tech App V2 - Job allocation to be retained


Currently if a job which is allocated to a Technician and remains on site beyond the date that is planned to go out to the customer it will not show in the Tech App job list as still allocated to that technician. With this improvement the Tech App will now show any allocated work irrespective of the planned date out. This will ensure the Technicians workload is always visible.


*Available after the upgrade with the latest 2.12.3 version 


Tech App V2 - Mandatory check lists


The Tech App will now prompt the Technician to complete any mandatory checklists when trying to clock off a line. A message will appear as shown below




*Available after the upgrade with the latest 2.12.3 version - 

*** This function requires additional configuration, please contact the account management team


Group Warranty Claims Functionality


We have added Group Warranty functionality. When set up a new tab will be displayed in Workshop Management. 


Screenshot showing new Tab


Warranty Jobs can be selected by choosing the required status from the dropdown menu.

The warranty claims are created in this window when either:-

  • Technician uses TechApp and sets Clocking Status on Labour line to Complete on clock off. OR

  • User in Workshop Management manually changes the Clocking Status on the labour line screen.


All open claims are show below. Showing the status of each line. 


Selecting the line will open the Warranty claim.



Within the above form you have access to, labour line information, Technician clocking’s, Technician writeups (digital dealers only), digital job card (digital dealers only), RTC logfile detail, View any Media associated to the WIP, along with any Notes added to that WIP. This allows a Warranty controller/administrator access to all of the information required to review and submit the claim in a single easy to view screen.


The current Status of the claim can be updated by selecting the relevant status from the dropdown menu.

Improvements


Paperless Digital sites - Technician write up (Logfile)


A new parameter has been introduced which can control whether Technicians Clocking Write up’s can be edited.

With the above Parameter set the Agents must then be set up with permission to allow them to edit Clocking Write Up’s. This controls who can edit. All edits are recorded. (As shown below)


Within Workshop Management any amendments to the Technicians write ups will now be visible in the Logfile tab as  shown below. 



*** This function requires additional configuration, please contact the account management team


Report Enhancement - Show clocking for each Line No (Keyloop 8.35 ONLY)


The Technician clocking report has been improved to show the number of times a technician has clocked on and off a particular labour line, the total amount the time the technician has clocked clocked on this line is now also available. 

This is extremely helpful when the total number of hours for each line is displayed plus the description is displayed on the clocking report to make reconciliation of these lines in the DMS simpler.



*** This function requires additional configuration, please contact the account management team


Workshop Management/TechApp V2/Advisor App - Mileage view


Within all the available applications the last reported mileage will now be displayed. Also the ability for the mileage to be corrected either forwards or backwards if an incorrect mileage was entered at some point during the customer journey is possible (all applications which capture mileage)








*Available  after the upgrade with the correct Tech App & Advisor App versions


Add Email Field in the Check Lists


The Service Advisor now has the option to send the customer an email when carrying out any checklists, the email is now visible on the Check List grid as shown below. This additional feature is useful if contact be SMS or telephone is unsuccessful during any job card preparation.


 


*Functionality available after the upgrade


eVHC Parts update (Keyloop 8.3.5 ONLY)


In the eVHC system, while carrying out the pricing task parts at statuses of P, M & R within the DMS can now be dragged to the relevant reported line.



*** This function requires additional configuration, please contact the account management team


Quick Booking finder button now uses CAP lookup


When converting a quick booking, the finder button can now use the CAP lookup as per normal Link functionality.



*** This function requires additional configuration, please contact the account management team


 Keyloop - New Inspect Vehicle Advanced API


Keyloop have provided a revised API which allows the repair order jobs to be posted in one go rather than having to make multiple posts and call.


Added 'Internal' filter to front screen of Workshop Management


Added a tickbox ‘Internal’ filter to the front screen of Workshop Management in a very similar way to we have added recently for the Check list tab. This is for use when filtering by Team Manager isn't enough, and a secondary filter is required. An internal Account filter can be specified.




*** This function requires additional configuration, please contact the account management team


Added Radio Buttons to Declined Work tab in Workshop Management screen.

Defaults to current. Authorised/Closed. 


New option open Inspections



Bug Fixes 


Various bug fixes have also been applied to the builds up to 2.12.2