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 custom status is always displayed – if any. If no custom status exist the system status is shown. If it 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…
These tags can be used to add information about a service object on work orders, service orders and protocols, self-checks, quotes. {ServiceObject} Service object {ServiceObjectDescription} Description {ServiceObjectSerialNumber} Serial number {ServiceObjectMachineNumber} Machine number {ServiceObjectModel} Model {ServiceObjectYear} Model year {ServiceObjectComments} Comments on the object {ServiceObjectTags} Tags set on the object {ServiceObjectname} Additional…
Information to administrators concerning modul settings on service object Selecting/changing settings requires admin permissions. Gå till Group settings – Module settings – Service object settings View settings Create custom fields When you need fields that are not in the system, you can create your own. Learn how to create custom…
In Module Settings – User Group Settings, all active users in your group are listed and here you can sort the employees into groups or just change the order in which they are located. Sorting here controls the order in which the resources are located in the Planner. If you…
Many service object on your service order? To speed things up for those of you who have 10 or more service objects on an order, the service objects are now grouped together. Click + to open the object you want to work with. We hope this will make things easier…
