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…
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…
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…
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…
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…
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…
New user permission When performing a service protocol, you can add a service object. To be able to add a service object, this permission is required. Click on the user’s name in Group Settings. Scroll down to Service Protocol and you will now see a new permission – “Add Service…
New function on customer card – Customer type There is now a new field at the top of the customer card – TYPE – where you specify whether the customer is a Business or Private. By default, Business is selected when you add a new customer and on the customers…
