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 {ServiceObjectCustomer} Customer…
This page first lists and describes Service Object Settings, then Work order settings that affect service object and finally information about user permissions. Go to Group settings – Module settings – Service object settings and Work order settings to select your settings. Selecting/changing settings requires admin permissions. View settings Create custom fields…
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 and in…
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…
