In the Customer Release Guide for the 2.18 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 2.18
Link 2.18
- 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 (2024)
- 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.
- *Default settings after the upgrade
- **User permission level required to access the function
- *** This function requires additional configuration, please contact the account management team
New Features
RTC - 4330 - VWG - Vehicle Vision Assist API for Triage
RTC now integrates with Vehicle Vision Assist for Triage in the new 2.17.3 build.
How it works: -
When completing a booking you have the option to send a diagnostic questionnaire to the customer that allows the Customer to give details of the problem/s along with photos and video. These details will be updated and displayed within the RTC.
How to use: -
When completing a booking you can send a diagnostic questionnaire to the Customer.
Ensure you have the Customers correct email and phone number.
Select the questionnaire you want to send from the dropdown menu
A confirmation message will be displayed
Continue to create the labour line and make the booking.
Updates will be displayed in Workshop Management.
A new 'Triage' column has been added to the Job Management screen this will show updates.
Web inspection
The questionnaire will also be available in 'Wen Inspection'.
When a tech clocks to a this DiagQ labour line and the customer has filled in an online questionnaire, they will get a link they can click:-
This will open the Triage page in a new window/tab.
Also in workshop management in the check list Item which can we linked in 'CheckList' table by adding the 'QuestionnaireID'.
The Advisors will see if it has been completed and also if it has, then they can also view the Triage Page.
When the Triage is submitted with Video or Images, we add a PDF to documents under a new document type of “Customer”. We also generate a 2nd PDF if the customer also asks the questions.
*** This function requires additional configuration, please contact the account management team
RTC - 4910 - Triage Remain Work for Tech App
Triage integration added in Android Tech App.
When a Technician selects the RTS code associated with the Triage questionnaire a link will be displayed. When selected they will be directed to the Triage URL page.
The link is also available on the booking header page.
*** This function requires additional configuration, please contact the account management team
Improvements
RTC - 4840 - Checked in Advisor detail to be added to RTC Job Card
Timestamped Checked in Advisor details added to Job Card below Customer signature.
*Default settings after the upgrade
RTC - 4850 - Renault Menu Pricing - additional changes
Ref number & appointment date sent on all communications.
*Default settings after the upgrade
RTC - 4875 - Lead Inbox - Lead Inbox notifications at top of My Reminders grid
Lead Inbox contacts now appear at the top of the reminders grid.
*Default settings after the upgrade
RTC - 4881 - Lead Inbox - Wear and Tear info. not showing
Lead Details are now displayed in a new field as shown below.
*Default settings after the upgrade
Bug Fixes
Various bug fixes have also been applied to the builds up to 2.18