Using the dashboard (workorder)

Using the dashboard (workorder)

Purpose


You will find the description of interventions on the repair order. But not only that! The repair order also contains points noted by the mechanic. In addition you can indicate on which points the customer has agreed.In the repair order you can also change stage of the process. When you start a sub-process, for example setting up a quote, you can enter it here. This way, everyone can see in which stage of the process is the vehicle. You can access the repair order by clicking on the vehicle WO number in the main menu.

Image of the dashboard


Tables of items of the dashboard


Name

Description
Link of related article 
1
Picture of the vehicle
Picture of the vehicle
Click here for more info
2*
Car makers's interfaces button
Quick access to car makers's interfaces (S for Peugeot and ICM for Renault)
Click here for more info
3*
MCC Button
To make it easier for service advisers to request MyPeugeot, MyCitroen or MyDS cards
Click here for more info
4***
DBB Button
New optional feature still in developpement
Click here for more info
5**
RDW Button
Allow you to obtain info from the RDW website.

6
Logs
Only visible admin, will open a modal with a list of all activities.

7
Customer Data section
In the information bar you will find customer and car information. When you click on it, more information will appear in a popup window.

For locations that have set this possibility between Claire and their DMS, internal workorker will have this icon  left to the WO number.

8
Pin workorder
Pin to keep the appointment listed in the today's date for all users for that location.

9
Progress bar buttons
Change the progress in Claire when the control is reported completed.
Click here for more info
10
Print key label button
Display a simple layout to label key.
11Adding a note button
From here you can:
  1. Set the status to Info.
  2. Set the WO as Backorder.
  3. Add notes to the work order.
  4. Add a main note.
  5. Add a call note.
  6. Add a file (PDF, JPEG, ZIP...).
  7. Add a customer bill note.
Info: Click here for more info
Customer bill: Click here for more info
12
Dollar sign button
The dollar sign can be used once the customer has paid.
Click here for more info
13
Star button
The star can be used when it is a VIP customer.
Click here for more info
14
Shopping cart button
The shopping cart can be used to indicate that all parts are made available by the storekeeper.
Click here for more info
15***
Customer Communication Button
Button that allows you to communicate to your customer details about the interventions directly from Claire in the form of an email or SMS.Click here for more info
16***
Customer Communication URL
Open an url to see the latest customer communicattion sent to a client.

17
Event bar
The progress of  the work process is indicated with time when the process started and name of the person who runs the process. Since V7.10.39, the number and name of the checklist will be displayed and since V7.10.40,  you can now click an event that has a check# for the page to scroll down to that check.

18
Advised and critical items history
Advised and critical items history
19
Important item section
Important note added will appeared in this section

20
Add intervention button
Add intervention

21
Icon eye button
It allows you not to list one or multiple intervention(s) on the printable work order.
Click here for more info
22
Intervention description
Description of the intervention entered in the DMS

23
DMS Intervention section
There is indicated the reason for the passage workshop, a possible comment, the customer agreement, an image and if the part concerned was repaired or not.

24
Client's approval
Thumb up signified customer has approved intervention and the opposite is a thumb down. 

25
Elements/Subitems


26
Check header
Under the job description you will find the additional parts list and the list chosen by the mechanic with the points that have been determined. Since V7.10.39, the checklist number, mechanic name and timestamp will now be indicated.Click here for more info
27
PDF button
This button put togehter the workorder in a printable format.
28
Customer Communication clients's response
Icon visualizing the response of the client for each intervention.

29***
Intervention indicator
Showing the degree of importance of each intervention found by the mechanics.
30
Snooze button
You can activate the snooze function by clicking on it.
31
Pin button
You are able to lock a work order in order to note an important message with the appointment.
Click here for more info
32
Fixed indicator
It indicates if the intervention or question was fixed.

* Only available for PSA Dealership
** Only available for Dealership in the Nederland
*** Feature is optional. If you are interrested in adding them dont hesitate to contact us at: support@claireit.eu

Note: Since V7.10.14, It's now possible to save price by simply clicking on the Enter button and to create a new row by using Shift+Enter.

Note: Since V7.10.32, a new section was added ACTIVE SNOOZED ITEMS HISTORY it will list snooze items with status  New, In progress and Approved and if the item is not fixed already. 
Note: Since V7.10.38, for WO for lease company, the Client's approval can be thumbs down by default, contact us at support@claireit.eu to have this setting enabled.





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