Service Details: Difference between revisions

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This screen can be called only from the Job and Service screens, for enquiry, editing or adding new services.
This screen can be called only from the Job and Service screens, for enquiry, editing or adding new services.


For enquiry and editing, the screen will always be passed a Job ID to select data.


For adding new services, no Job ID will be passed.
The screen will display the service details of the job in a table below:
 
 
The screen will display the details of the job in a grid below:


[[File:EPOD-ServiceDetails.PNG|600px|border]]
[[File:EPOD-ServiceDetails.PNG|600px|border]]
<br />''Service Details''<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 16: Line 13:
* Cancelled - Red.
* Cancelled - Red.


Under this grid, any details entered by the users will be displayed, grouped into sections. The sections are:
Under this table, any details entered by the users will be displayed, grouped into sections. The sections are:
 
* Details
* Prework
* Postwork
* MC Ref
* Diagnosis
* Products
* Products
* Activities
If this screen is called from the Services screen, the details of the service or service item selected from the Services screen will have the details displayed in these tabs. If this is called by the Jobs screen, the first service item will have its details displayed.


None of the details in these sections are editable.
None of the details in these sections are editable.


== Viewing Service Details ==
The service details can be viewed by using the '''Select''' button against the service item in the top table - a Service Details pop-up will be shown.
[[File:EPOD-ServiceDetails2.PNG|400px|border]]
<br />''Service Details Pop-up''<br />
The details displayed are:
* Job ID
* Service ID
* Service Type
* Reg Number
* Serial No
* SIM Number
* Mileage
* Job Group
* Planned Date and Time
* Job Instruction
* Customer
* Range
* Model
A '''Cancel''' button is provided to cancel the service item.
A '''Delete''' button is provided to delete the service item.
== Viewing Service Item Details ==
To view the Parts Used and Activities against a Service, click the '''Details''' button against the service item line in the top table - the tabs below will be refreshed with the details against this service item.
== Products Tab ==
The Products table displays the parts used by the engineer against the service.
The details displayed are:
* Product - The ID of the part
* Direction - Used (U) or Returned/Required (R), depending on device configuration.
* Quantity - the quantity of this part used
* Description - the description of the part
* Vehicle ID - the vehicle from which this part was sourced.
Further details of the part may be viewed by clicking the '''Select''' button against the line - a Product Details pop-up will be shown.
Parts may be deleted by clicking the '''Delete''' button against the line - this will be confirmed before the part is deleted.
[[File:EPOD-ServiceDetails3.PNG|border]]
<br />''Edit Service Parts Pop-up''<br />
These details can be edited by clicking the '''Edit''' button. When changes are complete, click '''Save''' to save the changes, or '''Close''' to close the pop-up.
A new Part can be added to the service item by clicking on the '''New Product''' button provided.
[[File:EPOD-ServiceDetails4.PNG|border]]
<br />''Add Service Parts Pop-up''<br />
All details can be entered except the Service ID.
* Product - A drop-down list of all the available parts configured in the system.
* Direction - A drop down list of Used or Returned, depending on device configuration.
* Quantity - the quantity of the part used
* Return to SE - return product to stock - an instruction to ERP.
* Vehicle ID - the vehicle from which the part was sourced.
When changes are complete, click '''Save''' to save the changes, or '''Close''' to close the pop-up.
== Activities Tab ==
The Activities table displays the activities taken by the engineer against the service.
The details displayed are:
* Activity - the description of the activity
* Quantity - how many times this activity was undertaken
Further details of the part may be viewed by clicking the '''Select''' button against the line - an Activity Details pop-up will be shown.
Activities may be deleted by clicking the '''Delete''' button against the line - this will be confirmed before the activity is deleted.


Each section will be displayed only if the relevant section is required in the PDA service configuration (set against the site).
[[File:EPOD-ServiceDetails5.PNG|border]]
<br />''Edit Service Activities Pop-up''<br />


The Product section will display a ''Products'' link to allow the users to display the products. This will call the [[Service Products Used]] screen.
These details can be edited by clicking the '''Edit''' button. When changes are complete, click '''Save''' to save the changes, or '''Close''' to close the pop-up.




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.
A new Activity can be added to the service item by clicking on the '''New Activity''' button provided.


The grid details can be changed, by using the '''Select''' button, then the '''Edit''' button. An '''Update''' button is provided to save the changes.
[[File:EPOD-ServiceDetails6.PNG|border]]
<br />''Add Service Activities Pop-up''<br />


If the screen is not passed a Job ID, the screed will allow entry of a new service. A '''Create''' button is provided to save the data.
All details can be entered except the Service ID.  
* Activity - A drop-down list of activities
* Quantity - how many times this activity was undertaken


The job will be created with a status of "Pending"
When changes are complete, click '''Save''' to save the changes, or '''Close''' to close the pop-up.




[[Category:UG 291094 EPOD Admin User Guide|200_300_100]]
[[Category:UG 291094 EPOD Admin User Guide|200_300_100]]

Revision as of 10:10, 14 July 2016

This screen can be called only from the Job and Service screens, for enquiry, editing or adding new services.


The screen will display the service details of the job in a table below:

EPOD-ServiceDetails.PNG
Service Details

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

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

Under this table, any details entered by the users will be displayed, grouped into sections. The sections are:

  • Products
  • Activities

If this screen is called from the Services screen, the details of the service or service item selected from the Services screen will have the details displayed in these tabs. If this is called by the Jobs screen, the first service item will have its details displayed.

None of the details in these sections are editable.

Viewing Service Details

The service details can be viewed by using the Select button against the service item in the top table - a Service Details pop-up will be shown.

EPOD-ServiceDetails2.PNG
Service Details Pop-up

The details displayed are:

  • Job ID
  • Service ID
  • Service Type
  • Reg Number
  • Serial No
  • SIM Number
  • Mileage
  • Job Group
  • Planned Date and Time
  • Job Instruction
  • Customer
  • Range
  • Model

A Cancel button is provided to cancel the service item.

A Delete button is provided to delete the service item.


Viewing Service Item Details

To view the Parts Used and Activities against a Service, click the Details button against the service item line in the top table - the tabs below will be refreshed with the details against this service item.

Products Tab

The Products table displays the parts used by the engineer against the service.

The details displayed are:

  • Product - The ID of the part
  • Direction - Used (U) or Returned/Required (R), depending on device configuration.
  • Quantity - the quantity of this part used
  • Description - the description of the part
  • Vehicle ID - the vehicle from which this part was sourced.

Further details of the part may be viewed by clicking the Select button against the line - a Product Details pop-up will be shown.

Parts may be deleted by clicking the Delete button against the line - this will be confirmed before the part is deleted.

EPOD-ServiceDetails3.PNG
Edit Service Parts Pop-up

These details can be edited by clicking the Edit button. When changes are complete, click Save to save the changes, or Close to close the pop-up.


A new Part can be added to the service item by clicking on the New Product button provided.

EPOD-ServiceDetails4.PNG
Add Service Parts Pop-up

All details can be entered except the Service ID.

  • Product - A drop-down list of all the available parts configured in the system.
  • Direction - A drop down list of Used or Returned, depending on device configuration.
  • Quantity - the quantity of the part used
  • Return to SE - return product to stock - an instruction to ERP.
  • Vehicle ID - the vehicle from which the part was sourced.

When changes are complete, click Save to save the changes, or Close to close the pop-up.


Activities Tab

The Activities table displays the activities taken by the engineer against the service.

The details displayed are:

  • Activity - the description of the activity
  • Quantity - how many times this activity was undertaken

Further details of the part may be viewed by clicking the Select button against the line - an Activity Details pop-up will be shown.

Activities may be deleted by clicking the Delete button against the line - this will be confirmed before the activity is deleted.

EPOD-ServiceDetails5.PNG
Edit Service Activities Pop-up

These details can be edited by clicking the Edit button. When changes are complete, click Save to save the changes, or Close to close the pop-up.


A new Activity can be added to the service item by clicking on the New Activity button provided.

EPOD-ServiceDetails6.PNG
Add Service Activities Pop-up

All details can be entered except the Service ID.

  • Activity - A drop-down list of activities
  • Quantity - how many times this activity was undertaken

When changes are complete, click Save to save the changes, or Close to close the pop-up.

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