Step 1. Activate the function Start by activating the “Invoiced to” function. You do this under Group settings – Module settings. To activate the setting, you need to have admin permissions.You mark the setting on the functions the field “other customer” should show. Step 2. Add customer Enter the customer…
Create filters in the Planner This works in the same way as all other places where you can create and save filters as default or favorite. How to create and save filter in the Planner From before, your favorite filters created in To do are also in Planner – Resource….
Under many functions you can download/export an Excel file with orders and articles. If you would rather download the files in csv format, set this in Group Settings by unchecking Export to Excel. This change requires admin permission. If the option export is available, you will see this symbol on…
To work with Serviceprotocol.com, you need: If you do not have access to an account, or do not know if you have an account, please contact your supervisor. Chapter 1: Log in/get started Chapter 2: The To-Do List and Display Settings You can specify which date range you want to…
When you know the usual time required to perform a service When you create a new service object, you can enter the number of days normally needed for a service on the object. When you then post the work in the Planner, the system will adjust the time. Example: If…
Update 09.12 p.m (GMT +1) – Maintenance work finished On 5 November from 8 p.m (GMT+1) we close the Service Protocol for maintenance work. The work is estimated to take approximately 2 hour. We hope for your understanding for this break in order to carry out the necessary upgrades.
Service protocol has an open API. To access this follow these steps: (Admin permission to Serviceprotocol.com is required.) Do this: To retrieve information, you can call the various endpoints under each part. Example work order: https://app.serviceprotokoll.se/swagger/ui/index#!/RemoteWorkOrder/RemoteWorkOrder_GetArticlesCSV
If you have many pictures and documents to be added to a registry entry, it may be a good idea to create folders. You can find the symbol for creating a folder at the bottom of a register entry for customer, facility, service object. If the symbol is not present,…
Show unique ID With this service object setting, a unique serial number (ID) is created for the service object. The ID is automatically generated and cannot be changed. This number is therefore in addition to the serial number and machine number. Placement of images from service points when printing protocols…
The Project function is under development. During a project, you can collect all orders (service orders, work orders and sales orders) and leak detections (if you use that function) linked to your project. To customize projects, you can create custom fields. To see the feature, you need permissions for Project….
