There are a lot of group settings that can be made for the Planner and that affect how the user sees the Planner. Go to Group settings – Planner settings. Admin permission is required. View settings View settings for booking screen When you click on a day or order in…
New service protocol setting – Show parts for next service This setting adds a special field to the service order where you can add articles/parts that need to be ordered for the next service. As usual, click on the “shopping cart” to create a purchase order. Admin permissions are required….
The settings for showing comments on customer card, facility and service object has moved to Module settings – Group settings. Your choices have been included so you don’t need to do anything about the move. You can now use service templates on Fault reports and Reports.
This information applies to Module Settings – Group Settings. Admin permission is 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…
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…
