In the Customer Release Guide for the 2.17 build we have introduced New Functionality and also system improvements both in Workshop Management and the Link system. We also fixed certain reported bugs within these systems during this build development period, the reporting customer has also been added. The relevant JIRA and HD reference number will also be added where applicable.


Workshop Management 2.17

Link 2.17


  • 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 2.17 (M 2023)
  • Advisor App Latest version 2.17 (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

RTC - 4539 - Power Integration - Import Reservations/Jobs by Date

There are two new parameters which control the import of Jobs/bookings from Power.

The autoimport will run based on the existing logic we have for Keyloop. E.g. if 

Create Inspection On Import is switched on, it will import todays jobs and create a VHC.

If either of the new parameters is enabled, the 'Import From DMS' button will be visible on the main workshop management screen. Clicking this button will allow manual import of records based on Date.


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


Improvements

RTC - 4134 - Better Error Handling.

The system will now display better error messages giving reason for error i.e. Regno mismatch.


*Default settings after the upgrade

RTC - 4324 - BMW - Inspection Include Parts from AWP MENU lines with Parts in each Upsold Lines

Now when you Load DMS Labour and drag and drop the labour to an item, it has also added any associated parts.


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


RTC - 4718 - BMW Clockings - Force write up before clocking off a line


Changes made to control mandatory write up when clocking off a line.


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


RTC - 4719 - BMW Clockings - Lock down clocking write up cannot be amended

When the marque is BMW or Mini editing of the write ups are prevented in Workshop Management & Tech App.


*Default settings after the upgrade

RTC - 3237 - Split booking check out status - AdvisorApp

When there is a split booking it is now possible to set off site statuses separately.

*Default settings after the upgrade


Task

RTC - 3735 - HD 138105 - Advisor App - Stop Arrived Note Generating.

When a customer is set to 'Customer Arrived' via Advisor App an action note is created. It is now possible to set the system so these action note can be disabled.


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



Bug Fixes

Various bug fixes have also been applied to the builds up to 2.17