New Service object settings Show wizard when creating a new service object This setting is for those of you who never use the wizard to add a service object. This will prevent the popup asking if the wizard should be used. Those who are attentive may notice that we have…
Merge Work orders If you have admin permissions, you can see and use the Merge work order function. This gives you the option to merge two orders when there are duplicates or if you want to merge two jobs on the same order. Click here for instructions and more information….
On Tuesday, September 30th, between 4pm and 8pm (CET), maintenance will be performed. There may be disruptions.
New function on Custom statuses You can create custom statuses for work orders, service orders, error reports and service objects (Service Object Status). You can define the expressions for these based on your needs. You can now choose which status should be the default (see under 3 in the image)…
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.
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….
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…
