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…
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…
