Dealer Documentations
This dashboard allows your team to publish your own documentation to your team.
Access
The feature can be accessed from the hamburger menu, under the name Dealer Documentations.
Publishing a documentation
You can publish a documentation by clicking on the green Add button on top right corner.
Then the following screen will appear.
Title: A title must be entered.
Category: A category must be selected which will help the reader to narrow down results when using the category filter.
Dealers/Locations : You must select at least one location where the users can view the documentation.
Publish date: You have the option to enter a publish date.
If the date was removed, no other users than you can view this documentation.
Visible for Mechanic: By turning on the toggle button, the documentation will be displayed on the Documentation page on tablets.
Body: You must enter something in this section in order to save the documentation.
Drag And Drop Box: You can drag and drop one file only that will be available for the reader to view.
Modifying a documentation
You can only modify a documentation if you have a role equal or higher than its author by clicking on the edit button on its right side.
Deleting a documentation
On the edit documetation screen, if you are the author or have a higher role than the author you can see the red button in left bottom corner. Simply click on it and conrfim to permanently deleting it.
Viewing a documentation
On Desktop
Click anywhere for the following modal to open in a read only format.
On tablet
The mechanic can access Documentation on the WO overview and while performing a check, click the three dots icon in the left corner and select Documentation from the dropdown.
The Documentation page will open, simply click the document you wish to read.
On the documentation, the mechanic can click the arrow button to view the attached document.
Related Articles
Dealer rapport
Deze rapporten helpen u om het algemene gebruik van de Claire processen voor meerdere locaties te visualiseren. Met deze rapporten kunt u de locaties binnen uw groep vergelijken en zien of de doelen zijn bereikt. Toegang tot de dealer rapport Klik in ...Dealer Documentaties
Met dit dashboard kan je team hun eigen documentatie publiceren. Toegang De functie is toegankelijk via het hamburgermenu en heet Dealer Documentaties. Een documentatie publiceren Je kunt een documentatie publiceren door rechtsboven op de groene ...Definieer uw eigen dealer domeinnaam
Met deze functie kunt u de domeinnaam van de dealer in het e-mailadres wijzigen. Voorbeeld: met de functie Klantcommunicatie ontvangen uw klanten standaard een e-mail van no-reply@appspot.pro, wat voor sommige klanten verwarrend kan zijn. Met deze ...Activating IP security
Purpose: Dealer admins can add on location level an IP address, so location users can access Claire only from that specific address. Steps: Step 1: In the hamburger menu, under the Dealer section click on the Overview button Step 2: Click the green ...Adding questions to a default dealer checklist
The purpose of this feature is to have dealer admin able to add questions to a default checklist that will be visible to this dealer only. Step 1: Click Checklists under Management in the hamburger menu. Step 2: Select a default checklist in Dealer ...