25-07-31 – News on timer, service template, backorder, cancel, search tips and more
Before work – start a timer
Do you want to start a timer to record travel and/or work on a work order or service order?
Do this:
Go to the order you are going to work on (work or service order). Click Start timer.
The timers box will open. Select Start trip or Start work. You may need to refresh the page to see the timer running.
A red ! (exclamation mark) indicates that you have a timer running.
When you are finished with the trip/work, click the Start timer again link or the timer symbol and select Finish work. Click on the assignment or Other to which the time should be linked. The time is now registered on the order.
If you choose to start a timer this way, do so before clicking Edit or Perform Service.
New setting on service templates – Require image on service point
When creating a new service template
Click on the image symbol to set that a image is required when performing the service point.
When you already have a service template and want to add this feature.
Enter the service template and click Edit. Click on the image symbol and Save the change.
If you want the change to take effect in all places where the template is used (service objects and service orders), click Updated linked service points.
Cancel service order, service protocol and agreement
Click Cancel at the bottom of the page. A pop-up will open where you can enter a reason for the cancellation. The text you enter will appear in red at the top of the order/protocol/agreement.
If you cancel a service order, all service protocols linked to the order will also be canceled.
You can cancel individual protocols without affecting the service order.
Being able to cancel is a permission that needs to be set per function (under the headings Service, Service Protocol, Agreement) for the users who should be able to cancel.
Cancelled protocols can be searched for via the filter function.
Generate backorders – but keep all articles on the original order
When you want to keep the articles on a work order, select Keep articles on order in the popup.
Don’t find the order your are looking for?
Use the system’s search hint function. Click ? in the search box to get tips for better results. The help function is available in all places where you can search for orders.
Sending sms (text messages) from a service protocol
Sending sms is only available in Sweden.
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Print with your own template in more places
You can now choose your own print templates also on the collection function for Work Orders and Service Protocols.
