This information applies to Module Settings – Group Settings. Admin permission required. Subgroups Under this tab you add subgroups. The subgroups are then selectable on orders, customer cards, articles, etc. The subgroup automatically comes up when the technician creates an order. It is always possible to change subgroups on the…
In the Activity log all your activities in the system are saved. You can find the Activity Log by clicking on your username. At the bottom of the Manage Account Settings page, there is an Activity Log link. Click on it. 1 day’s activities are automatically displayed. You can set…
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…
New user permission “Show all custom statuses” The option is available for Work Orders and Service(orders). The permission is checked by default so you only need to act if a technician should NOT see custom selected statuses. The setting requires admin permission.Learn more about the function under point 4 here….
This function is used when an individual article on an order should not be displayed to a logged-in customer and when printing. You can also temporarily change the “Hide for customers and print” setting on an article on an individual order. The option is available on these order types: On…
Previously, you could set whether an article should be displayed for logged-in customers and on printouts on the article record. Now you can also set this for an individual article when you add it to an order. The option is available on these order types: On the far right of…
It is now possible to create a deviation report. The report lists points where the status is not set to OK or Not applicable. You find the function under collection function on customer, facility, service object and service protocol. Do this: The csv file that is created contains information about the…
Service Protocol’s status features help you keep track of what’s happening with an order. What status is shown in the details view? If it is a service order, the self-defined status is always displayed – if any. If it is a work order that has a description, the description is…
New Service point settings Select which service point statuses you want to use. By default, all are selected except “Monitor”. The setting can be found in Group Settings – Service Protocol Settings. The setting then applies to all your service orders. Started and marked complete protocols are not affected by…
New Service protocol setting Show monitor check point This setting adds an “eye” to the service template to signal that you need to pay attention to something at the point. The information is added to the protocol under the Status heading. Hidden booking in the Planner New option in Planner…
