Order detail screen

The order detail screen consists of the following three parts:

• Time-clocking frame (if integration enabled)

• Order header

• Job sections (1..n)

The time-clocking frame is the same as on the order search screen.

In the order header area the technician has access to vital vehicle information:

• Make and model

• License plate

• VIN

• Mileage (which can be updated directly in the app)

• Test drive (which can be updated directly in the app)

• Recalls

• Warranty information

• Service history

• Service intervals

On the right-hand side, a handful of buttons offer the following functionality:

• Add new job

Opens a popup to select job type and enter a job description as well as add text through the devices keyboard or using TTS (text-to-speech). Depending on the job type, additional fields may be shown, e.g. Warranty.

• Add package job

Opens a popup with package search. Results are immediately shown while typing and are case-insensitive. Searching is possible with package number or name. Partial names are possible using the beginning of any word in the name, e.g. for package “MB_AMG_GT1” results are shown when entering “AMG”, but not “MG”.

• Add employee/select team (if TIC integration enabled)

Opens a popup with a list of employees in the responsibility area of the logged-in user. For each employee the TIC status is shown both in writing and as colour.

Any available employee may be selected to be temporarily assigned to the current order (including oneself). In case a team is assigned, any TIC function (start/stop time-clocking, break, etc.) will be executed for all team members simultaneously.

The teams created from the Service resource scheduling (SRS)  system will be copied into the technician application. These teams can then be selected to perform a particular job or task. Only the SRS team leader is authorized to perform TIC functions, such as starting or stopping time-clocking, taking breaks, etc., for the selected team members. The team lead can also clock in or out for some of the SRS team members, especially if they are working during different shifts or if one has finished their job earlier than the others.

It is important to note that team leaders who are irrelevant for time booking will not appear on the team members list. On the other hand, technicians will be listed, but their working hours will not be recorded in CATS.

• Customer contact info

Shows a popover with customer contact information, i.e. name, phone number, e-mail address

• Send notification

Opens a popup with a drop-down of pre-configured order (header) notifications. Selecting a notification type may fill the text box with its default text (if configured) and may automatically expand the attachment list (if configured).

Attachments can be selected to be sent together with the notification and the (default) text can be changed or deleted. Who receives the notification and through which channel is determined by the configuration of the corresponding communication event ID.

Available UI buttons (functions) for both header and job level can be defined in application table /DBE/DAMA_A_UIFN (warning: client-independent!).

Below the header area, the app automatically creates sections for all jobs of the order. All job numbers and their descriptions are shown next to each other and may be used for quick navigation.

The job details show the job type (if maintained) and description, next to its status.

Each job contains a table with all its labor values and parts, their description and quantity as well as the parts’ status.

Parts status values:

Furthermore, each job box contains several buttons (depending on job status):

• Start/Pause Time-Clocking

• Edit job

• Attachments

• Send notification

Opens the same popup as the notification button on header level. However, only notifications configured for job level are displayed.

• Request approval

If additional work has been identified, that new job has to be approved by the customer before work may be started. Pressing this button will call the hard-coded communication event “CUST_APPROVAL_RQ”. The Communication Framework configuration determines what kind of notification is sent and to whom.