Welcome to this Customer User Guide which relates to the 2.12.3 General Release. We have introduced some New Features and Improvements to the system both in Workshop Management and Link system.  


Latest Builds & Versions 


  • Affected parameters for correct set-up where applicable
  • User permission level required to access the function.
  • Default settings after the upgrade
  • Tech App Latest version is 2.12.3 (March 2023)
  • Advisor App Latest version 4.3.2 (iPadOS 16.3.1)

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 Menu pricing integration is now available. Set up details are below


This functionality is similar to other brand menu pricing integration available.



Launching Menu Pricing opens the box below where the service or repair can be searched and then selected 



Using the the search function in the example below for a Service, highlight the Service required, a list of parts required and potential add on's are also displayed where applicable 



Click "Add to Booking"



Continue the booking in the normal manner or click the "Launch Menu Pricing" again to add another repair.


*** 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 shows 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 will now show the colour of the vehicle 




Tech App V2 - Vehicle Details now show engine number


Clicking into the Vehicle details 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 whilst on site


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 


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.


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



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


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


WM - VHC Request Feedback icon


Different icons are used to indicate the customer has requested a call back in WM and inspection system which led users to believe a customer had authorised work when they had actually requested a call back. We now use the same speech bubble icon as used in the inspection system when a call back is required 




Quick Booking finder button can now use CAP lookup


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




 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.



Ability to enter 2 Distributor codes


Multiple entries can be added in the 'RecallConfig' table, therefore both Jaguar and Land Rover distribution codes can be set for the same dealer code.


JLR Campaigns - Added visual confirmation to show Check has been done.


Recall Check labour line updated each time a recall is checked. Up to a limit of 6 times as only 6 detail lines on a labour line

Also updated notes on Check List Item


Autokleen Added notifications in Workshop Management

Added new schedule event to update Wash Status in RTC based on AutoKleen status changes

Also Added some additional Wash Statuses to match statuses from AutoKleen.

Statuses to match to RTC @Status is AutoKleen, @WashStatus is our status in Bookings Table:-

AutoKleen Amendments tab added to main screen:-

When clicking on this grid, it will open normal amendments screen to allow them to process all requests:-


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

Defaults to Authorised/Closed. 


New option open Inspections






Bug Fixes 


Various bug fixes have also been applied to the builds up to 2.12.3