PDA Service Tyres

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Revision as of 17:04, 6 August 2024 by Anw (talk | contribs) (Minor correction)

Warning Warning: This is an incomplete guide.

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 you to the Job List.


Warning Warning: Types - brief description and the differences in the process.
  • Callouts
    • Roadside Callout
    • Non-roadside Callout
    • Scheduled Callout
  • Fleet Inspection


Overview/Job Details

This tab will display the service information. This comes from the Job instruction. This tab is always displayed.


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 (UDF) information configured by the admin staff. If configured, this information is displayed in a scroll-able list for entry here. In this screenshot, a phot is requested.


The entire service may be cancelled here by clicking the Cancel Service button - the Exceptions screen will be displayed for you to indicate the reasons.

You can complete the entire service job from here with the Complete Service button - you won't be able to complete the service job until you have completed or cancelled all vehicles on the service job, and you can't complete a job with no service items.


Each of the other tabs is related to the service items, the vehicles being services in this case:

  • Info - the details of the vehicle being serviced.
  • Inspection - the inspection of the vehicle being serviced
  • Tyres - the tyres being fitted or removed, and any additional services being provided
  • Completion - the completion of the service of this vehicle.

You progress from left to right on each vehicle., because that's the process that your organisation wants to follow. It makes sense to inspect the vehicle BBFORE servicing it, or completing the service, for example. But you don't have to in most cases - you just have to have everything completed BEFORE you complete the service of this vehicle, and you have to complete all vehicle serviecs on a service job before you can complete the service itself.


Adding a Service Item

Warning Warning: Add Service Item

You can add a new service item to a Fleet Inspection.


Info

This tab will prompt for information on the service item - the vehicle being serviced. Configuration controls the fields shown for entry here.

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. You may be allowed to change this, depending on configuration.
  • Unit Type - Drop-down selection of service item model or group
  • Reg ID - Numeric Only
  • Axle Configuration - Drop-down of available configurations.
  • 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 truck might require different fields being entered to a trailer. All of this is user-configurable within the system.

Warning Warning: Changing axle configuration

Warning Warning: Changing vehicle ID


The current service item may be cancelled here by clicking the Cancel Item button - the Exceptions screen will be displayed for you to indicate the reasons.


Inspections

This tab allows Inspections to be specified that were completed during the service.

Warning Warning: generated from axle and tyre information.

Warning Warning: UDF for inspections

Warning Warning: Pre-populated

Warning Warning: Inspection Details:

  • Product
  • Status
  • Regrooved
  • Tread Depth
  • Pressure
  • Action
  • Comments
  • Work Already Completed
  • Photos

Warning Warning: Whether they have to be completed or not


Installed/Removed Products

This tab allows identification of the parts that were used as part of the service job.


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.


Tyres and services may be pre-allocated to the job and will appear on the list already - you just need to update them.

Parts may be removed in the same way as the above.


Note Note: It is not required that any tyres or services supplied are entered at all on this screen. If they are entered (or pre-entered), any required additional details (specified in UDF against install, remove or services supplied UDF forms) MUST be entered, or the service can't be completed.

Note Note: All detailed information is subject to configuration - what is described in this guide is the basic functionality that is configured, but this can be added to or changed through configuration. Be aware that changes to this configuration will probably also require changes to any service report that is produced, as any new services supplied may need to be added to the report.

Warning Warning: UDF Types
  • Install
  • Remove
  • Services Supplied

Remove

It makes sense to remove tyres first.

You can remove a tyre on axle positions.

Removals may be preadvised or can be entered ad hoc.

Any pre-entered (or partially entered) removal line will show as "Remove". Click on it to enter details.

You can ad hoc add removals against a tyre position.

  • Click the Remove button.
  • Enter the tyre axle position from the drop-down list.
  • Confirm the tyre details are correct, or enter new tyre information here using the part search process.

In both cases, a pop-up of other required information is displayed, which you have to enter. You can cancel but you won't be able to complete the service on this vehicle or the service job itself without entering at least the required additional information.


The other required information displayed is configurable, but is normally:

    • Tyre - the current tyre information.
    • Removal Reason
    • New or Remould? - a drop-down showing whether the tyre is a new tyre or remoulded.
    • Regrooved - tick to show whether the tyre is CURRENTLY regrooved.
    • Full Serial Number - this is required.
    • Tread Depth - this is required.
    • Barcode - you can use the scan button to use the camera to scan the barcode if it's possible.
    • DoT Code - Department of Transport code, a production date. It should be a 2 digit week e.g. 01 to 53 followed by a 2 digit year e.g. 24 for 20204. For example, the second full week in January, 2024, this would be 0224. This is required.
    • Casing
    • Casing Destination
    • Services Supplied - select the services supplied. If this has been preadvised that work needs to be done, the boxes will already be ticked.
    • Notes - any additional notes.
    • Removal Photo - this is required - you have to take a photo and enter a comment, although the comment will be preset for you.


Note Note: This information pop-up can be configured per service type, so may be different and can be configured for your operation, to change the fields requested, the validation, whether it's required or not, for example.

Once you've entered the information, click OK - you will be returned to the tyres screen and the line will be shown as completed.

The status changes to "Removed" and the box will change colour to show that it has been completed correctly.


Install

You can install a tyres on axle positions. This can be selling a new tyre, or installing a pre-owned tyre or customer-owned tyre.

Installations may be preadvised or can be entered ad hoc.

Any pre-entered (or partially entered) installation line will show as "Install". Click on it to enter details.

You can ad hoc add installations against a tyre position.

  • Click the Install button.
  • Enter the tyre axle position from the drop-down list.
  • Confirm the tyre details are correct, or enter new tyre information here using the part search process.

In both cases, a pop-up of other required information is displayed, which you have to enter. You can cancel but you won't be able to complete the service on this vehicle or the service job itself without entering at least the required additional information.


The other required information displayed is configurable, but is normally:

    • Services Supplied - select the services supplied. If this has been preadvised that work needs to be done, the boxes will already be ticked.
    • New or Remould? - a drop-down showing whether the tyre is a new tyre or remoulded.
    • Regrooved - tick to show whether the tyre is CURRENTLY regrooved.
    • Full Serial Number
    • Tread Depth - this is required.
    • Pressure - this is required.
    • Barcode - you can use the scan button to use the camera to scan the barcode if it's possible.
    • DoT Code - Department of Transport code, a production date. It should be a 2 digit week e.g. 01 to 53 followed by a 2 digit year e.g. 24 for 20204. For example, the second full week in January, 2024, this would be 0224. This is required.
    • Notes - any additional notes.
    • Tyre Swap - only present if twinning tyres - see Tyre Swapping below for more details on this process.


Note Note: This information pop-up can be configured per service type, so may be different and can be configured for your operation, to change the fields requested, the validation, whether it's required or not, for example.

Once you've entered the information, click OK - you will be returned to the tyres screen and the line will be shown as completed.

The status changes to "Installed" and the box will change colour to show that it has been completed correctly.


Supply Services

You can supply services when installing a tyre, through the UDF. But you can also supply services without installing a tyre.

Services may be preadvised or can be entered ad hoc.

Any pre-entered (or partially entered) services supplied line will show as "Supply Services". Click on it to enter details.

You can ad hoc add services supplied against a tyre position.

  • Click the Services Supplied button.
  • Enter the tyre axle position from the drop-down list.
  • Confirm the tyre details are correct, or enter new tyre information here using the part search process.

In both cases, a pop-up of other required information is displayed, which you have to enter. You can cancel but you won't be able to complete the service on this vehicle or the service job itself without entering at least the required additional information.


The other required information displayed is configurable, but is normally:

    • Services Supplied - select the services supplied. If this has been preadvised that work needs to be done, the boxes will already be ticked.
    • Tyre - the current tyre information.
    • New or Remould? - a drop-down showing whether the tyre is a new tyre or remoulded.
    • Regrooved - tick to show whether the tyre is CURRENTLY regrooved.
    • Full Serial Number
    • Tread Depth - this is required.
    • Pressure - this is required.
    • Barcode - you can use the scan button to use the camera to scan the barcode if it's possible.
    • DoT Code - Department of Transport code, a production date. It should be a 2 digit week e.g. 01 to 53 followed by a 2 digit year e.g. 24 for 20204. For example, the second full week in January, 2024, this would be 0224. This is required.
    • Services Supplied Photo - this is required - you have to take a photo and enter a comment, although the comment will be preset for you.
    • Additional Details - any additional notes.
    • Tyre Swap - only present if twinning tyres - see Tyre Swapping below for more details on this process.


Note Note: This information pop-up can be configured per service type, so may be different and can be configured for your operation, to change the fields requested, the validation, whether it's required or not, for example.

Once you've entered the information, click OK - you will be returned to the tyres screen and the line will be shown as completed.

The status changes to "Services Supplied" and the box will change colour to show that it has been completed correctly.


Part Search

Warning Warning: Part Search


Tyre Swapping/Twin Tyres

Can be done through Install or Services Supplied. When services supplied is Twin Tyre, a new Tyre Swap button appears.

The process is:

  • Against the tyre being serviced or installed, select to supply the "Twin Tyres" service.
  • Click the "Tyre Swap" button.
  • Enter the tyre position you are swapping the tyre to.

So, for swapping A1 (front left) tyre with the space (C1) tyre on a car, you select service supplied on position A1, select Twin Tyres option, enter C1.

For twinning tyres B1 and B2 (second axle, leftmost two tyres) on a truck/tractor/trailer, select B1, select service supplied on position B1, select Twin Tyres option, enter B2 as the inner tyre you swapped with.


Service Item Completion

This tab allows entry of problem completion/resolution information.

The application will prompt to specify the results of the service and any relating details that are required.

Comment information is not required, but is encouraged. Note that this appears on the device.

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.

In this configuration, common vehicle-based services supplied are available to be selected here, along with tyre torque information.

Warning Warning: Details required:

  • Wheel nuts are torqued to a setting of:
  • Torque Wrench Number
  • Torque Wrench Picture
  • Torque Tag Affixed / Number
  • Torque Tag Picture
  • Services Supplied

Warning Warning: Which are required? Different job types define different requirements.


Service Completion

Warning Warning: Check you have complete all vehicles on the service - scroll through from the Info tab.

Warning Warning: Complete service button to complete the job from the Job Details

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 technician) and the customer will be required to review the job and sign as confirmation that it is complete.