Updating intervention on the dashboard

Updating intervention on the dashboard

This article has for purpose to explain in details how to manage efficiently interventions located on the dashboard (workorder/appointment detail page).

Initial interventions from DMS or manually input:

 Appointment/workorder usually start with a section called Interventions and in it you would be able to see initial interventions. They could have been imported from your DMS or created manually by using the + button on the appointment list page or created manually using the + button next to Interventions.


From there you can (from left to right):
  1. Delete the intervention
  2. Edit the intervention name
  3. See and modify description
  4. Enter the price of repair
  5. Enter or see the price with VAT*
  6. Displaying customer approval through thumbs up/thumbs down icons
  7. View if mechanic has completed the repair or not*
*Only displayed if the option is activated for your location

Optional interventions from standard checklist(s):

 Appointment in Claire can undergo many type of checklists and each one can be put together with various selections of questions that helps mechanics identifying potential intervention. 



Once a checklist is completed, the section will appear on the dashboard. At that point, you are able to review the intervention(s) found by the mechanic(s) and prepare a proposal to the client. 

At this state, it's good practice to click Calculating on the progress bar at top left of the dashboard,

Standard questions:

Each intervention are grouped under the name of the checklist that the questions was located, most of the time each row represent a question that the mechanic has found issue or entered remarks.


From there you can (from left to right):
  1. See the intervention/question name
  2. See and modify the mechanic's remark
  3. Enter the price of repair
  4. See the price with VAT*
  5. See and, if needed, modify it's status
  6. See attached picture(s)
  7. See customer communication status or response***
  8. Snooze it
  9. Pin a comment on it
  10. Displaying customer approval through thumbs up/thumbs down icons
  11. View if mechanic has completed the repair or not*
*Only displayed if the option is activated for your location
***Only displayed if the module was acquired by your location
Note that only a dealer admin can delete the last checklist. from the workorder/appointment detailed page.

Tyre element questions:

The interventions found when the mechanic is performing a checklist containing the tyre element question has few differences from the standard question, 

First visible difference, is the green icons on the top left of the section. Here are the meaning of the different icons:
  1. Green car: Tyres are on the car
  2. Green house: Tyres are in storage
  3. Green sun:  Summer tyres
  4. Green snow flake: Winter tyres
  5. Green sun/snow flake halves:  All season tyres
The second difference, will be the  blue + icon at the left extremity of the row.



Once you click on it, a second row will appear beneath the row for the tyre description. It allows you to provide a recommendation for tyres replacement. 



Third difference is that you cannot snooze or pin a note to a tyre element intervention.

Communicating your updates

You can communicate your input by:
  1. Printing or emailing the pdf.
  2. Using the customer communication module.

    • Related Articles

    • 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 ...

    • Using Warranty dashboard

      This tool allows you to manage information about items that have been pinned as warranty or recall. The data can be customized using the various filters and while remaining interactive. This will empower you to monitor and analyze this important part ...

    • Mise à jour des interventions sur le tableau de bord

      Cet article a pour but d'expliquer plus en détail comment gérer efficacement les interventions situés dans le tableau de bord (page avec les détails d'un ordre de réparation/rendez-vous). Interventions initiales provenant du DMS ou entrée ...

    • Het werkorder dashboard gebruiken

      In de werkorder vind je niet alleen de werkomschrijving, maar nog veel meer! Hier worden ook de punten weergegeven die door de monteur zijn geconstateerd. Bovendien kun je aangeven welke punten de klant heeft goedgekeurd. Naast deze aspecten kun je ...

    • Garantie dashboard gebruiken

      Met deze tool kun je informatie beheren over items die zijn gepind als garantie of terugroepactie. De gegevens kunnen worden aangepast met behulp van de verschillende filters en blijven interactief. Zo kun je dit belangrijke onderdeel van de ...