PDA Service Tyres: Difference between revisions
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The application will be configured as to what functionality is required in this process and therefore what entry and validation is required. | The application will be configured as to what functionality is required in this process and therefore what entry and validation is required. | ||
The main entry is through tabs and | This works very similarly to the normal Services process, documented in [[PDA Service|Service]]. This guide will focus solely on the normal functionality required for Fleet Management and Breakdown Services. | ||
The main entry is through tabs and pop-up screens, as follows: | |||
* Overview/Job Details - Always displayed | * Overview/Job Details - Always displayed | ||
* Info | * Info - information regarding the service item(s) | ||
* | * Inspections/Inspections - vehicle inspections | ||
* Products/Tyres - Tyre Installation, Removal and Services Supplied | |||
* | * Completion | ||
* | |||
Each tab is configurable as to whether this appears in the system, usually depending on the process of the customer. The application style will define which stages are required, as well as server-side configuration. | Each tab is configurable as to whether this appears in the system, usually depending on the process of the customer. The application style will define which stages are required, as well as server-side configuration. | ||
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<!-- NEW PAGE --> | <!-- NEW PAGE --> | ||
== Overview/Job Details== | == Overview/Job Details== | ||
This tab will display the | This tab will display the service information. This comes from the Job instruction. This tab is always displayed. | ||
<gallery widths=450px heights=300px perrow=2> | <gallery widths=450px heights=300px perrow=2> | ||
File: | File:EPOD_Services_Tyres1.PNG|''Job Details'' | ||
File: | File:EPOD_Services_Tyres1a.PNG|''Job Address'' | ||
</gallery> | </gallery> | ||
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<gallery widths=450px heights=300px perrow=2> | <gallery widths=450px heights=300px perrow=2> | ||
File: | File:EPOD_Services_Tyres2.PNG|''Info, showing multiple service items'' | ||
</gallery> | </gallery> | ||
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The current service item may be cancelled here by clicking the '''Cancel Item''' button - the [[PDA Exception|Exceptions]] screen will be displayed for the user to indicate the reasons. | The current service item may be cancelled here by clicking the '''Cancel Item''' button - the [[PDA Exception|Exceptions]] screen will be displayed for the user to indicate the reasons. | ||
<!-- NEW PAGE --> | <!-- NEW PAGE --> | ||
== | == Inspections == | ||
This tab allows | This tab allows Inspections to be specified that were completed during the service. Inspections are any task set up through the Admin system, and will appear on a drop-down list. | ||
<gallery widths=450px heights=300px perrow=2> | <gallery widths=450px heights=300px perrow=2> | ||
File: | File:EPOD_Services_Tyres4.PNG|''Inspections'' | ||
</gallery> | </gallery> | ||
Inspections can be added multiple times with the '''Add''' button, to increase the quantity. | |||
To remove | To remove Inspections from the list, press the Inspection to display a pop-up menu, allowing ''Remove 1'' or ''Remove All'' options. | ||
Once the | Once the Inspections are added as required, click the next tab to move on. | ||
<!-- NEW PAGE --> | <!-- NEW PAGE --> | ||
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<gallery widths=450px heights=300px perrow=2> | <gallery widths=450px heights=300px perrow=2> | ||
File: | File:EPOD_Services_Tyres5.PNG|''Products Tab'' | ||
File: | File:EPOD_Services_Tyres5A.PNG|''Other Products search'' | ||
File: | File:EPOD_Services_Tyres5B.PNG|''Other Products entry'' | ||
</gallery> | </gallery> | ||
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{{Note}} It is not required that any parts are entered at all on this screen. | {{Note}} It is not required that any parts are entered at all on this screen. | ||
<!-- NEW PAGE --> | <!-- NEW PAGE --> | ||
== | == Service Item Completion == | ||
This tab allows entry of problem | This tab allows entry of problem completion/resolution information. | ||
<gallery widths=450px heights=300px perrow=2> | <gallery widths=450px heights=300px perrow=2> | ||
File: | File:EPOD_Services_Tyres7.PNG|''Completion information'' | ||
</gallery> | </gallery> | ||
The application will prompt to specify the results of the service and any relating details that are required. | The application will prompt to specify the results of the service and any relating details that are required. | ||
Completion must be entered - all other fields are optional. | |||
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<!-- NEW PAGE --> | <!-- NEW PAGE --> | ||
== Completion == | == Service Completion == | ||
Once all details have been captured for this service item, the service item may be completed from the clicking the '''OK''' button. You will be taken to the [[PDA Job Confirmation|Job Confirmation]] screen, where you (the engineer) and the customer will be required to review the job and sign as confirmation that it is complete. | Once all details have been captured for this service item, the service item may be completed from the clicking the '''OK''' button. You will be taken to the [[PDA Job Confirmation|Job Confirmation]] screen, where you (the engineer) and the customer will be required to review the job and sign as confirmation that it is complete. | ||
[[Category:UG 291097 EPOD Client User Guide|331]] | [[Category:UG 291097 EPOD Client User Guide|331]] |
Revision as of 14:52, 6 August 2024
The Service process is an entirely configurable process, all set up through the Admin front end.
The application will be configured as to what functionality is required in this process and therefore what entry and validation is required.
This works very similarly to the normal Services process, documented in Service. This guide will focus solely on the normal functionality required for Fleet Management and Breakdown Services.
The main entry is through tabs and pop-up screens, as follows:
- Overview/Job Details - Always displayed
- Info - information regarding the service item(s)
- Inspections/Inspections - vehicle inspections
- Products/Tyres - Tyre Installation, Removal and Services Supplied
- Completion
Each tab is configurable as to whether this appears in the system, usually depending on the process of the customer. The application style will define which stages are required, as well as server-side configuration.
The Back button will return the user to the Job List.
Note: A variety of styles and devices have been used to show flexibility of display.
Overview/Job Details
This tab will display the service information. This comes from the Job instruction. This tab is always displayed.
- EPOD Services Tyres1.PNG
Job Details
- EPOD Services Tyres1a.PNG
Job Address
The Job Details tab has multiple sections:
- Contact information
- Address information.
- Planned Start and End Time, if provided.
- Job Instructions.
Additionally, this screen can display many other items to enter - this is customer-specific user-defined fields information configured by the admin staff. If configured, this information is displayed in a scroll-able list for entry here. In this screenshot, the number of engineers is requested.
The entire service may be cancelled here by clicking the Cancel Service button - the Exceptions screen will be displayed for the user to indicate the reasons.
Info
This tab will prompt for information on the job. Configuration controls the fields shown for entry here.
- EPOD Services Tyres2.PNG
Info, showing multiple service items
If there are multiple items to be serviced as part of this service job, this will be indicated on the title bar, with the ability of moving through and viewing each item using the buttons provided.
As an example, the following information may prompted for:
- Service Type - a display of the type of service. This may be allowed to be changed by the user, depending on configuration.
- Unit Type - Drop-down selection of service item model or group
- Reg ID - Numeric Only
- VIN No - Numeric Only
- Mileage - Numeric Only.
Alternatively, these items may be labelled differently or not present in the configuration. This is part of the styling service offered.
Additionally, user-defined fields can be added to this tab, configured in the Admin system. The fields prompted for can be linked to the product or model being serviced. For example, a service of a gas burner may require entry of the specific model, whereas service of a parasol may require entry of the height and width. All of this is user-configurable within the system.
The current service item may be cancelled here by clicking the Cancel Item button - the Exceptions screen will be displayed for the user to indicate the reasons.
Inspections
This tab allows Inspections to be specified that were completed during the service. Inspections are any task set up through the Admin system, and will appear on a drop-down list.
- EPOD Services Tyres4.PNG
Inspections
Inspections can be added multiple times with the Add button, to increase the quantity.
To remove Inspections from the list, press the Inspection to display a pop-up menu, allowing Remove 1 or Remove All options.
Once the Inspections are added as required, click the next tab to move on.
Installed/Removed Products
This tab allows identification of the parts that were used as part of the service job.
- EPOD Services Tyres5.PNG
Products Tab
- EPOD Services Tyres5A.PNG
Other Products search
- EPOD Services Tyres5B.PNG
Other Products entry
To install a part the part must be selected from the list of items and the Installed button clicked. If the same product is added more than once the quantity field will be updated to reflect this.
Products can be removed from this list by long-pressing the row on the table to display a pop-up menu, allowing Remove 1 or Remove All options.
Parts may be pre-allocated to the job and will appear on the list already, awaiting use.
Parts may be removed in the same way as the above.
Should there be limited vehicle stock, or a capability required to use parts that are not on the system, these may be added through the Other Products button.
This screen allows the user to select products from other models or other engineer's van stock. It also allows products to be used ad-hoc, by entering the description of the product.
Products identified in this way can be removed or installed.
Note: It is not required that any parts are entered at all on this screen.
Service Item Completion
This tab allows entry of problem completion/resolution information.
- EPOD Services Tyres7.PNG
Completion information
The application will prompt to specify the results of the service and any relating details that are required.
Completion must be entered - all other fields are optional.
Alternatively, these items may be labelled differently or not present in the configuration. This is part of the styling service offered.
Additionally, user-defined fields can be added to this tab, configured in the Admin system.
Service Completion
Once all details have been captured for this service item, the service item may be completed from the clicking the OK button. You will be taken to the Job Confirmation screen, where you (the engineer) and the customer will be required to review the job and sign as confirmation that it is complete.