Performing a check
During the process in Claire you use various checklists. This artice axplains the options you have and the steps in the process.
Starting the check process in Claire
Before starting a check you first have to open the workorder. You can do this by clicking on the work order number in the overviewpage.
When you click on the planning toggle in the top left, you get an overview of the workorders assigned to your name (Only if the Dayplanner is active or an altenative planningtool is used).
When you have opened the work order, you can see a clipboard icon, click here to start a check.
The clipboard button gives you access to the different checklist categories: Normal, Warranty, Info and Test Drive. Each category is available depending on the status of the workorder. These are explained here below.
When is each checklist category available?
In the following statusses these categories are available: Normal, Warranty, Info and Test Drive.
New appointment | |
Visual check done | |
Check ready |
In the following statusses is only the category Test Drive available.
| An offer is being made | |
| Offer ready | |
| Customer answered | |
Customer OK |
In the status Car ready are the categories Quality and Test Drive available.
| Car ready |
In the status Quality check is only the category Test Drive available.
| Car ready |
In the status Info are the categories Info and Test Drive available.
| Car ready |
Select the category you need and choose a chesklist from that list.
Car Brand categorie: If any of the checklist available is assigned to the brand of the vehicle, an additional category with a car icon is visible with the name of the brand below it.
After clicking on it, it will list the assigned checklist.
Note: The checklist will also remain available under its checklist type section.
Contact support@claireit.eu to know more.
Extra scenarios
In case a mechanic is doing a check on a workorder and another mechanic tries to start a different checklist on the same workorder, he/she sees a message in orange: 'This car is currently in pregress by XXX'. The mechanic is allowed to start a Test Drive or any other checklist that does not update the status.
In case the mechanics tablet crashes during an inspection, he/she gets a pop-up to resume work in progress when the app is restarted. This gives the following three options:
- YES: The checklist will be resumed. The checklist is saved at the last question marked as done.
- NO: The pop-up will dissapear and the mechanic can start working on a different WO. But the pop-up keeps appearing every time the mechanic enters the appointment overview page. It disappears only when the check is completed or deleted.
- DELETE: The checklist and all the work in it will be deleted.
Completing a Claire check:
- Green: It is fine.
- Green + addition (T): It is fine but you want to add text, photo or video.
- Orange: Advice point. It is not urgent but affects the driving behavior, comfort and safety of the car.
- Red: Necessary. It is irresponsible to continue driving or APK disapproval.
- Grey: This question is N/A
If a check is not fully completed, you will not be able to continue. In order to proceed, all points on the checklist must be checked and processed in the application. If one or more steps have been forgotten, this will be shown at the bottom of the screen.
Once the check is properly completed, click End Car Check and the following screen will be visible once the information has been successfully transferred.
Completing Car Final Check:
The Car Final Check you indicate which interventions, from your DMS and Claire, are fixed/repaired. Here you can also add any necessary remarks, pictures and/or videos for each of them. It is also through this that you mark the car as ready.
After completing the first check the final check will be available to you by clicking the button with the double check marks on the top right corner. On the Final Check screen, only approved interventions are visible for you to repair.
The check-off is done by raising the thumb. You can do this by clicking on the red thumb.
In order to record your changes, simply click on the END CAR FINAL CHECK button on top right corner of the Car Overview screen.
After clicking it, one of two following messages could appear:
1. Did you swap tires? (Front tires with rear tires, or car tires with storage tires)
This message will only appear if you answered a tire element question.
- Answer YES and you will be redirected to a screen where you can indicate the swap.
- Answer NO to resume to the next question when applicable.
- Click Ask Me Later and the question will be asked again the next time.
2. Is the car ready?
This message will appear when:
- No critical or advised intervention was identified in a check.
- WO reached the Customer Ok status
- Answer YES and the status of the WO will be updated to Car Ready.
- Answer NO and the WO status will remain unchanged and the question will be asked again the next time you click END CAR FINAL CHECK button or the double check marks button if all interventions are indicated as fixed.
When this is done, the following screen will appear. All the checkmarks should be green:
Completing a quality check:
After the mechanic reports the car ready, a quality check can be done by the workshop manager. Here it is checked whether all data is correct, whether all planned activities have been carried out and if the car is ready for counters.
Using the camera function
Questions can have the function photo or video enabled.
Video is an optional feature and its activation must be requested at support@claireit.eu.
Taking a photo
In order to take one or more photo(s), click on the following icon at the bottom of the question.
Updating the photo with a red circle
On any photo, you can click the following pictogram to add one or more circles to point to its viewer where to pay attention.
Move the circle using one finger, to increase its size, simply put two fingers together on the screen and spread them apart. To reduce the size of the display, place your fingers apart and pinch them toward each other.
Click on Done to confirm. Click again on the pictogram to add another red circle.
Here is an example:
Taking a video
In order to take one or more video, click on the following icon at the bottom of the question.
The maximum duration for one video is 15 seconds.
Note: It is not possible to press pause while filming a video.
Deleting a picture or video
To delete a picture, click on the red trash or red x button in the corner of the image:
The following pop-up will appear, click Confirm to delete the photo or video.
Guidelines:
Red | Orange |
|
|
If you do not remember where the car came from but you have already started the check, you can click on the button in the top right corner of the screen with the wrench on it. You will now see the job description. If you click on the same button again, you will return to the check.
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