Een werkorder toevoegen in Claire (V8)
When a work order is not automatically linked to Claire from the DMS, it is possible to add it manually. By default, the option to manually create work orders in Claire is on. Contact support@claireit.eu to turn this off.
How it works
Create workorder
Step 1: Click on the plus sign at the top left of the screen. Now the Create workorder modal opens.
Step 2: Fill in the license plate of the car. Claire will automatically search for the car in the Claire or DMS database, as shown with the tag behind the license plate.
It is also possible to put car in shop on creation and mark the customer as waiting for this workorder.
Step 3: By clicking on the license plate, it will automatically add all the car and customer information.
Add customer
If it does not find the right customer, you can click on the Customer field to select the right one.
It is also possible to fill in the fields manually.*
*Fields with a red asterisk * are mandatory to fill in.
For locations with a Keyloop configuration: it is not possible to manually add car or customer information. This will be possible in a later update with the External data button.
Add dates
Add the workorder appointment and scheduled in/out dates. Click on the fields to open the date/time picker.
For location with a Keyloop configuration: It will automatically assign a workorder number to the appointment.
Add intervention
Step 1: Now it is time to add an intervention. Click on the button Add intervention.
Step 2: The intervention modal opens, add here all the relevant information.
- By turning the icon in the top right corner green or red, you can indicate whether or not the customer has agreed to the intervention.
- By clicking on the label pin, you can add a comment, warranty or recall to the intervention.
By clicking Subitems, a new modal appear, there you can add a note subitem to the intervention.
Step 3: Click on Save to add the intervention to the workorder
Add Recalls
Step 1: If a car has open recalls, it is also possible to add these by clicking Add Recalls. This button only appears if there are recalls from RDW or the brand manufacturer.
Step 2: Select here the open recalls
Step 3: By clicking Confrim this recall will be added. On the workorder it will also add the recall pin to it.
Now click on Save in the bottom right to create the workorder.
Appointment list
The appointment will now appear in Claire.
For location with a Keyloop configuration: If writeback to DMS is enabled for your location, then this appointment will also be written back to your DMS.
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