3.1.21 Vehicles are not being moved through workflow steps to manage job approval

  1. Have SA watch SF training video for workflow: 301.5 – TVP: Service Advisor Steps

  2. Explain to SA the following: Any work added to workorder while in “Inspect” will show up as approved on the technicians tablet. The vehicle must be moved to “Approval” prior to adding any additional estimate items to the workorder.

  3. With vehicle in “Inspect” add an additional job to the workorder.

  4. On the tablet – Show SA how the additional job shows up as approve.

  5. On the TVP – move the vehicle to “Approval”

  6. Add an additional job to the workorder.

  7. On the tablet – Show the SA how the job shows up as NOT authorized.

  8. Explain to the SA that vehicles must be moved to “Waiting for work finished” upon the customer authorizing the new jobs so that the works shows up as approved on the Technicians tablet.

  9. On the tablet – point out the previously declined job from step 7. Hit save on the workorder.

  10. On the TVP – move the vehicle to “waiting for work finished”

  11. On the tablet – Open the workorder and show the SA how the job appears as approved on the Technician’s workorder.

  12. Monitor the TVP daily to ensure that cars are not being left in the inspect step or approval step for longer than necessary.

 

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