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…
UPDATE All done! Tuesday, May 27th 13:00 – 13:30 UTC (11:00 – 11:30 AM) Service Protocol will be down for maintenance. This is to optimise and ensure future operations. We apologise for the interruption and appreciate your understanding. –
These keyboard shortcuts can be used in Serviceprotocol.com: Alt+N: NewAlt+S: SaveAlt+E: Edit (open an order to edit)Alt+C: CancelAlt+L: Back to index (list view)Alt+K: Upload (opens the Explorer/ Finder)Alt+Right: NextAlt+Left: PreviousAlt+Down: Go to action buttons (at the bottom of a page) Alt: Hold down the Alt key when you’ve forgotten what…
These keyboard shortcuts can be used in Serviceprotocol.com: Alt+N: Create new Alt+S: Save Alt+E: Edit Alt+C: Cancel Alt+L: Go to index (list/detail view) Alt+K: Uploading (opens Explorer/Finder for choosing file to upload) Alt+Right: Next (page, order, object …) Alt+Left: Previous Alt+Down: Go to action buttons (at the bottom of a…
Admin permission is required. Go to Group settings – Module settings – Service protocol settings View settings Email settings Select the information that should be included in the file name of the service report in addition to the service order number. You can select more than one. If you do…
Business or Private as default TYPE? To make it easier for those of you who work a lot with private customers, we have added a new Customer Setting: Set private as default type. This means that when you add new customers, they will all be given the type Private and…
This setting is used to save assigned orders and records on your local device when you need to work in locations that lack cellular and Wi-Fi coverage. What can you do offline? You can execute assigned orders, fill in all details, including items, and view customer/facility details. What can’t you…
There are a number of settings for work orders and permissions that can be made. To set module settings and permissions, you must have admin permission. Read also: Group settings – Module settings – Work order settings Custom status Click +Add status. In a text field, enter the different status…
Should each assigned technician be able to mark their part of a service order as complete? CONDITIONS: The technician must be assigned to the order. Step 1: Set the permission (requires admin rights) Step 2: When you have completed your part of a service protocol Under Assigned you will now…
