Services - Revision history

Anw: Text replacement - "1000px" to "900px"

2020-03-04T10:46:45Z

Text replacement - "1000px" to "900px"

← Older revision		Revision as of 12:46, 4 March 2020
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	Once you enter the filter information and click '''Search''', the screen displays all matching service items in a results table below:		Once you enter the filter information and click '''Search''', the screen displays all matching service items in a results table below:

	[[File:EPOD-Services2.PNG\|~~1000px~~\|border]]		[[File:EPOD-Services2.PNG\|900px\|border]]
	<br />''Services/Service Items''<br />		<br />''Services/Service Items''<br />

Anw: Minor formatting changes.

2019-04-03T10:18:32Z

Minor formatting changes.

← Older revision		Revision as of 12:18, 3 April 2019
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	If you click the ''Details'' button against each line, the screen will display the details of the specific Service or Service Item by calling the [[Service Details]] screen.		If you click the ''Details'' button against each line, the screen will display the details of the specific Service or Service Item by calling the [[Service Details]] screen.

	If the job is complete, you can view the Service Report by clicking the ''[[POD\|Report]]'' button against each Service Job line in the table at this status. From there you can email or print the service report.		If the job is complete, you can view the Service Report by clicking the '''[[POD\|Report]]''' button against each Service Job line in the table at this status. From there you can email or print the service report.

Anw: Passive voice

2019-04-03T10:05:20Z

Passive voice

Show changes

Anw: Picture resolution

2017-11-29T08:27:45Z

Picture resolution

← Older revision		Revision as of 10:27, 29 November 2017
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	Once the filter information is entered at the top of the screen, all matching service items are displayed in a table below:		Once the filter information is entered at the top of the screen, all matching service items are displayed in a table below:

	[[File:EPOD-Services2.PNG\|~~600px~~\|border]]		[[File:EPOD-Services2.PNG\|1000px\|border]]
	<br />''Services/Service Items''<br />		<br />''Services/Service Items''<br />

Anw: Updated from Admin v3.3.0.1

2016-07-14T08:36:05Z

Updated from Admin v3.3.0.1

← Older revision		Revision as of 10:36, 14 July 2016
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	[[File:EPOD-Services2.PNG\|600px\|border]]		[[File:EPOD-Services2.PNG\|600px\|border]]
	<br />''Services/Service Items''<br />		<br />''Services/Service Items''<br />

			Alternatively, clicking '''Create Excel Spreadsheet''' will export the Service data - functionality differs per browser used to access the Admin system, the likely result being that the resulting file will be offered for download.

	Depending on the status of the line, the line will be RAG coloured:		Depending on the status of the line, the line will be RAG coloured:

Anw: Updated from Admin v3.3.0.1

2016-07-13T15:27:24Z

Updated from Admin v3.3.0.1

← Older revision		Revision as of 17:27, 13 July 2016
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	Multiple tabs may be available on this screen for many purposes, which allow data to be viewed, edited or added:		Multiple tabs may be available on this screen for many purposes, which allow data to be viewed, edited or added:

	[[File:EPOD-Services5.PNG\|400px\|border]]		[[File:EPOD-Services5.PNG\|400px\|border]]
	<br />''Info UDF Tab''<br />		<br />''Info UDF Tab''<br />
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	[[File:EPOD-Services6.PNG\|400px\|border]]		[[File:EPOD-Services6.PNG\|400px\|border]]
	<br />''Postwork UDF Tab''<br />		<br />''Postwork UDF Tab''<br />

	* Info UDF - User-defined Forms information, entered by the user when starting a service or service item.		* Info UDF - User-defined Forms information, entered by the user when starting a service or service item.
	* Diagnosis UDF - User-defined Forms information, entered by the user when completing a service or service item.		* Diagnosis UDF - User-defined Forms information, entered by the user when completing a service or service item.

Anw: Updated from Admin v3.3.0.1

2016-07-13T15:15:53Z

Updated from Admin v3.3.0.1

← Older revision		Revision as of 17:15, 13 July 2016
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	This screen is ~~called as stand-alone from the menu~~.		The Job Details screen shows the Jobs associated to the Load. Jobs can be created, edited or deleted, if the user is a full admin user.
			This screen is specific to Services.

	Records can be created, edited or deleted, if the user is a full admin user.		Records can be created, edited or deleted, if the user is a full admin user.


	~~If a photo has been taken this image can be viewed through this page where a popup will display the image/images. {{Note}} This is future development.~~


	The data displayed is only that for the user’s default site.		The data displayed is only that for the user’s default site.


	The screen allows the user to filter the data by:		The screen allows the user to filter the data by:
Line 17:		Line 12:
	* Service ID		* Service ID
	* Service Type		* Service Type
			* Job Status
	* Job Group		* Job Group
	* Reg Number		* Reg Number
	* VIN Number		* VIN Number
	* SIM number		* SIM number
	* Job Status
	* Customer Code		* Customer Code

	~~[[File:EPOD-Services.PNG\|600px\|border]]~~		Once the filter information is entered at the top of the screen, all matching service items are displayed in a table below:

	Once the filter information is entered at the top of the screen, all matching ~~loads~~ are displayed in a ~~grid~~ below:

	[[File:EPOD-Services2.PNG\|600px\|border]]		[[File:EPOD-Services2.PNG\|600px\|border]]
			<br />''Services/Service Items''<br />

	Depending on the status of the line, the line will be RAG coloured:		Depending on the status of the line, the line will be RAG coloured:
Line 38:		Line 32:
	A single line will be displayed per Service Job found.		A single line will be displayed per Service Job found.

			Each column can be sorted by clicking on the column header - clicking again will reverse the sort sequence.


			A ''Details'' button against each line will display the details of the specific Service or Service Item by calling the [[Service Details]] screen.

			If the job is complete, the Service Report may be viewed, emailed or printed from here through a ''[[POD\|Report]]'' button against each Service Job line in the table at this status.


			== New Service Items ==
			The screen allows the user to create a new Service and Service Item, by pressing the provided "New" button at the top of the screen.

			[[File:EPOD-Services3.PNG\|400px\|border]]
			<br />''New Service/Service Item Pop-up''<br />

			The following details can be entered:
			* Specific Service or Service-item related information, depending on configuration, such as:
			** Reg Number
			** Serial Number
			** SIM Number
			** Mileage
			* Job Group
			* Job Code - the main unique job reference.
			* Load ID - A drop-down list of available loads to which this service job can be assigned.
			* Planned Date and Time - the planned arrival date and time.
			* Job Instruction - Instructions for the driver/engineer.
			* Customer - the customer code through a drop-down list, identifying the address from the customer.
			* Service ID - the ID for the item being serviced or the service itself, depending on the operation.
			* Service Type - selected from a drop-down list

	~~A ''View Details'' link against each line allows the user to see the details of the specific Service by calling the [[Service Details]] screen.~~

			The Job can be assigned to or de-assigned from a load from here, by changing the Load ID against the Job. {{Note}} Only service jobs with a customer with (at least) a post code can be assigned, and only to Loads that are not in progress.

	The Job can be assigned to or deassigned from a load from here, by changing the Load ID against the Job. {{Note}} Only service jobs with a customer with (at least) a post code can be assigned, and only to Loads that are not in progress.
	~~The grid details can be changed by clicking the '''Select''' then '''Edit''' buttons.~~

	~~If the job is complete, the user~~ may ~~print~~ the ~~POD from here through a~~ ''~~[[POD\|View]]~~'' ~~POD Service Report link~~ against ~~each Service Job~~ line in the ~~grid at this status~~.		== Editing Services/Service Items ==
			Services/Service Items may be edited by clicking the '''Select''' button against the line. This will display the Edit pop-up screen, showing all the details against the service selected.

			[[File:EPOD-Services4.PNG\|400px\|border]]
			<br />''Edit Service/Service Item Pop-up''<br />

	~~A Delete button is provided against each service job line, if~~ the ~~Load~~ the ~~job is associated to is not in progress. When clicked, this deletes the service job~~.		The details shown and editable will be the same as the New pop-up.

			Multiple tabs may be available on this screen for many purposes, which allow data to be viewed, edited or added:
			[[File:EPOD-Services5.PNG\|400px\|border]]
			<br />''Info UDF Tab''<br />

	~~The screen will allow~~ the user ~~to create~~ a ~~new Service Job~~, by ~~pressing~~ the ~~provided '''Create''' button at~~ the ~~top~~ of the ~~screen~~. ~~This~~ will ~~call~~ the ~~[[Service Details]] screen~~ to ~~enter all~~ the ~~details~~.		[[File:EPOD-Services6.PNG\|400px\|border]]
			<br />''Postwork UDF Tab''<br />
			* Info UDF - User-defined Forms information, entered by the user when starting a service or service item.
			* Diagnosis UDF - User-defined Forms information, entered by the user when completing a service or service item.
			* Prework UDF - User-defined Forms information, entered by the user before starting a service or service item.
			* Postwork UDF - User-defined Forms information, entered by the user after completing a service or service item.
			* Photos - When a service is completed, images may have been taken by the driver if the service or service item is cancelled, or as part of the many UDF points. If so, this tab will allow viewing of all the photos in a gallery. Clicking the link to the photo from the other tabs will also open this tab and show the related images. Comments as entered by the driver will be displayed for each image, along with a description of at what stage the image was taken.


	[[Category:UG 291094 EPOD Admin User Guide\|200_300]]		[[Category:UG 291094 EPOD Admin User Guide\|200_300]]

Anw at 09:22, 7 October 2011

2011-10-07T09:22:39Z

← Older revision		Revision as of 11:22, 7 October 2011
Line 45:		Line 45:
	The grid details can be changed by clicking the '''Select''' then '''Edit''' buttons.		The grid details can be changed by clicking the '''Select''' then '''Edit''' buttons.

	If the job is complete, the user may print the POD from here through a ''View'' POD Service Report link against each Service Job line in the grid at this status.		If the job is complete, the user may print the POD from here through a ''[[POD\|View]]'' POD Service Report link against each Service Job line in the grid at this status.

Anw: Created page with "This screen is called as stand-alone from the menu. Records can be created, edited or deleted, if the user is a full admin user. If a photo has been taken this image can be ..."

2011-09-07T14:27:53Z

Created page with "This screen is called as stand-alone from the menu. Records can be created, edited or deleted, if the user is a full admin user. If a photo has been taken this image can be ..."

New page

This screen is called as stand-alone from the menu.

Records can be created, edited or deleted, if the user is a full admin user.

If a photo has been taken this image can be viewed through this page where a popup will display the image/images. {{Note}} This is future development.

The data displayed is only that for the user’s default site.

The screen allows the user to filter the data by:

* Load ID
* Job ID
* Service ID
* Service Type
* Job Group
* Reg Number
* VIN Number
* SIM number
* Job Status
* Customer Code

[[File:EPOD-Services.PNG|600px|border]]

Once the filter information is entered at the top of the screen, all matching loads are displayed in a grid below:

[[File:EPOD-Services2.PNG|600px|border]]

Depending on the status of the line, the line will be RAG coloured:

* Pending - No colour
* Complete - Green
* Cancelled - Red.

A single line will be displayed per Service Job found.

A ''View Details'' link against each line allows the user to see the details of the specific Service by calling the [[Service Details]] screen.

The Job can be assigned to or deassigned from a load from here, by changing the Load ID against the Job. {{Note}} Only service jobs with a customer with (at least) a post code can be assigned, and only to Loads that are not in progress.
The grid details can be changed by clicking the '''Select''' then '''Edit''' buttons.

If the job is complete, the user may print the POD from here through a ''View'' POD Service Report link against each Service Job line in the grid at this status.

A Delete button is provided against each service job line, if the Load the job is associated to is not in progress. When clicked, this deletes the service job.

The screen will allow the user to create a new Service Job, by pressing the provided '''Create''' button at the top of the screen. This will call the [[Service Details]] screen to enter all the details.

[[Category:UG 291094 EPOD Admin User Guide|200_300]]