22 Workshop - Revision history

Mauzy at 11:55, 15 December 2014

2014-12-15T11:55:54Z

Simon@erpoz.com: /* Overview */

2014-12-10T02:15:29Z

‎Overview

Simon@erpoz.com: /* Overview */

2014-12-09T04:32:39Z

‎Overview

Simon Clive at 03:09, 21 October 2011

2011-10-21T03:09:30Z

Simon Clive at 03:08, 21 October 2011

2011-10-21T03:08:44Z

Simon Clive at 22:42, 8 September 2011

2011-09-08T22:42:55Z

Show changes

Simon Clive at 01:41, 30 June 2011

2011-06-30T01:41:42Z

Show changes

Simon Clive at 00:33, 30 June 2011

2011-06-30T00:33:31Z

Simon Clive at 00:32, 30 June 2011

2011-06-30T00:32:53Z

Simon Clive: Created page with " Answers= 1 Servicing Equipment 2 Equipment List 3 New Equipment 4 New From Product 5 Quote for Equipment [[6 Load Customer..."

2011-06-30T00:23:56Z

Created page with "<menu name="myMenu" align="center"> Answers= 1 Servicing Equipment 2 Equipment List 3 New Equipment 4 New From Product 5 Quote for Equipment [[6 Load Customer..."

New page

<menu name="myMenu" align="center">
Answers=
[[1 Servicing Equipment]]
[[2 Equipment List]]
[[3 New Equipment]]
[[4 New From Product]]
[[5 Quote for Equipment]]
[[6 Load Customer Equipment]]
[[7 Unique Entries]]
[[8 Warranty]]
[[10 Customer Equipment List]]
[[11 One to Many]]
[[12 New Repair]]
[[13 Using F8]]
[[14 Repair Status]]
[[15 Repair List]]
[[16 Regular Servicing]]
[[17 Reminders]]
[[18 Products Used]]
[[19 Multiple Repairs]]
[[20 Parts on Repairs]]
[[21 PO from Repairs]]
[[22 Appointments]]
[[23 Itinerary]]
[[24 Appointments]]
[[25 Appointment to Repair]]
[[26 Timesheet]]
[[27 Time Cost and Changes]]
[[28 Follow Ups]]
[[29 Notes]]
[[30 Attachments]]
[[31 Repair to Invoice]]
[[32 Flag as Done]]
[[33 Invoiced Repairs]]
[[34 Creating Jobs]]

@@ Line 71: / Line 71: @@
 .[ ] Customer Equipment List - Can you customise the list to display Warranty Expiry and Next Service Due dates?
 .[ ] New Repair - Can you create a New Repair?
 .[ ] Customer Equipment Repair - By assigning the equipment to the customer, what displays in a new repair?
 .[ ] Using F8 - What does this display?
 .[ ] Service Parts - From the Products tab within a repair, Why would you select the Equipment first?
 .[ ] Purchase Parts - How do you create a Purchase Order to buy parts required for the repair?
 .[ ] Loading Costs - How do you load costs against the repair?
 .[ ] Returned Parts - Can you send parts back to the Supplier for replacement/repair and track them?
 .[ ] Booking in a Repair - How do you create an Appointment for the repair?
 .[ ] Itinerary - Where do you produce an Appointment Itinerary for your Repairs?
 .[ ] Appointment to Repair - How do you load the Actual Appointment times back to the repair?
 .[ ] Timesheet - Where do the times from the appointment display on the repair?
 .[ ] Labour Costs and Service Charges - Can you load service charge outs as part of the Time sheet?
 .[ ] Employee Services - Have you created Employee Services to auto load Charge Rates for the repair?
 .[ ] Regular Servicing - Where do you setup repeat repairs?
 .[ ] Reminders - How do you display these repairs in your reminders screen?
 .[ ] Follow-ups - Can you enter a repair follow-up for another employee?
 .[ ] Attachments & Notes - Where do you do add Notes and Attachments to the repair?
 .[ ] Repair Status - How do you update a repair Status?
 .[ ] Repair to Invoice - How do you create an invoice from the repair?
 .[ ] Invoiced Repairs - How do you view a list of the invoiced repairs?
 .[ ] Flag as Done - Why would you flag the repair as done?
 .[ ] Repair List - How do you display all you current repairs and their Status?
 .[ ] Repair Details List - Do you understand all of the different radio button display options that make this your "go to" report for repairs?
 .[ ] Service Pad - Has the functionality of the Service Pad been explained for Windows based tablets?
 <br>

@@ Line 49: / Line 49: @@
 Trainee to complete: Please tick
 . [ ] Servicing Equipment - Do you understand what the Workshop module is designed to do?
-. [ ] Equipment List - How do you see which equipment you service?
+. [ ] Equipment - What is a piece of Equipment in ERP?
-. [ ] New Equipment - Where can you add equipment from the main screen?
+. [ ] New Equipment - Can you create a new type of Equipment and understand each tab within the Equipment card?
-. [ ] New From Product - How do you add equipment automatically by using a product?
+. [ ] Equipment Parts - Can you load a list of "Spares" used when servicing the Equipment type?
-. [ ] Quote for Equipment - What is required to be on, for the equipment to save on the customer card when using on a quote?
+. [ ] Equipment List - How do you see which types of Equipment you service?
-. [ ] Load Customer Equipment - Where does the equipment for a customer display?
+. [ ] New From Product - How do you add equipment automatically by using a product?
-. [ ] Unique Entries - What doesn't load on the customer card using this method?
+. [ ] Auto Load Customer Equipment - What is required for a Product to save as a peice of Customer Equipment automatically from a Sales Transaction?
-. [ ] Warranty - Where can you enter the term of the warranty?
+. [ ] Customer Equipment - What two key areas can you see Customer Equipment?
-. [ ] Customer Equipment List - How do you see which equipment is with which customer?
+. [ ] Unique Equipment - What must be manually entered on the Customer Card to make this peice of Equipment unique?
-.[ ] One to Many - What makes each piece of equipment with the same name, unique per customer?
+.[ ] Warranty - Where can you enter the term of the warranty if applicable?
-.[ ] New Repair - By assigning the equipment to the customer, what displays in a new repair?
+.[ ] Customer Equipment List - Can you customise the list to display Warranty Expiry and Next Service Due dates?
-.[ ] Using F8 - Where does this look for new equipment?
+.[ ] New Repair - Can you create a New Repair?
-.[ ] Repair Status - Where do you update this?
+.[ ] Customer Equipment Repair - By assigning the equipment to the customer, what displays in a new repair?
-.[ ] Repair List - How do you display all you current repairs?
+.[ ] Using F8 - What does this display?
-.[ ] Regular Servicing - Where do you setup repeat repairs?
+.[ ] Service Parts - From the Products tab within a repair, Why would you select the Equipment first?
-.[ ] Reminders - How do you display these repairs in your reminders screen?
+.[ ] Purchase Parts - How do you create a Purchase Order to buy parts required for the repair?
-.[ ] Products Used - How do you add products to the repair?
+.[ ] Loading Costs - How do you load costs against the repair?
-.[ ] Multiple Repairs - Why do you have the option to select equipment in the products tab on the repair?
+.[ ] Returned Parts - Can you send parts back to the Supplier for replacement/repair and track them?
-.[ ] Parts on Repairs - How do you display a list of all the products on all repairs?
+.[ ] Booking in a Repair - How do you create an Appointment for the repair?
-.[ ] PO from Repair - How do you create a Purchase Order from the repair?
+.[ ] Itinerary - Where do you produce an Appointment Itinerary for your Repairs?
-.[ ] Appointments - How do you create an appointment from the repair?
+.[ ] Appointment to Repair - How do you load the Actual Appointment times back to the repair?
-.[ ] Itinerary - Where do you produce an appointment itinerary for each rep?
+.[ ] Labour Costs and Service Charges - Can you load service charge outs as part of the Time sheet?
-.[ ] Appointment to Repair - How do you load the appointment times back to the repair?
+.[ ] Employee Services - Have you created Employee Services to auto load Charge Rates for the repair?
-.[ ] Timesheet - Where do the times from the appointment display on the repair?
+.[ ] Regular Servicing - Where do you setup repeat repairs?
-.[ ] Time Costs and Charges - Can you load service charge outs as part of the Time sheet?
+.[ ] Reminders - How do you display these repairs in your reminders screen?
-.[ ] Follow-ups - Can you enter a follow-up for another employee?
+.[ ] Follow-ups - Can you enter a repair follow-up for another employee?
-.[ ] Notes - Where do you do notes to suit?
+.[ ] Attachments & Notes - Where do you do add Notes and Attachments to the repair?
-.[ ] Attachments - How do you drop attachments onto the repair?
+.[ ] Repair Status - How do you update a repair Status?
 .[ ] Repair to Invoice - How do you create an invoice from the repair?
-.[ ] Flag as Done - Why would you flag the repair as done?
+.[ ] Invoiced Repairs - How do you view a list of the invoiced repairs?
-.[ ] Invoiced Repairs - How do you view a list of the invoiced repairs?
+.[ ] Flag as Done - Why would you flag the repair as done?
-.[ ] Creating Jobs - Can you create a repair within a Job, within a Customer?
+.[ ] Repair List - How do you display all you current repairs and their Status?
 <br>

@@ Line 1: / Line 1: @@
-<menu name="myMenu" align="center">
+<menu align="center" name="myMenu">
 Answers=
 [[1 Servicing Equipment]]
@@ Line 113: / Line 113: @@
 .[ ] Creating Jobs - Can you create a repair within a Job, within a Customer?
+<br>
 Notes: Are there any aspects in this area that more training would be useful?
 _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________

← Older revision		Revision as of 00:33, 30 June 2011
Line 38:		Line 38:
	</menu>		</menu>

−	== Overview ==	+	== Overview ==
		+
		+
		+
		+	Workshop Training
		+
		+
		+
		+
		+	Company:___________________________ Signed:____________________________
		+
		+	Name:___________________ Position:______________ Date: _____________
		+
		+	Trainee to complete: Please tick
		+
		+	1. [ ] Servicing Equipment
		+	Do you understand what the Workshop module is designed to do?
		+
		+	2. [ ] Equipment List
		+	How do you see which equipment you service?
		+
		+	3. [ ] New Equipment
		+	Where can you add equipment from the main screen?
		+
		+	4. [ ] New From Product
		+	How do you add equipment automatically by using a product?
		+
		+	5. [ ] Quote for Equipment
		+	What is required to be on, for the equipment to save on the customer card when using on a quote?
		+
		+	6. [ ] Load Customer Equipment
		+	Where does the equipment for a customer display?
		+
		+	7. [ ] Unique Entries
		+	What doesn't load on the customer card using this method?
		+
		+	8. [ ] Warranty
		+	Where can you enter the term of the warranty?
		+
		+	9. [ ] Customer Equipment List
		+	How do you see which equipment is with which customer?
		+
		+	10.[ ] One to Many
		+	What makes each piece of equipment with the same name, unique per customer?
		+
		+	11.[ ] New Repair
		+	By assigning the equipment to the customer, what displays in a new repair?
		+
		+	12.[ ] Using F8
		+	Where does this look for new equipment?
		+
		+	13.[ ] Repair Status
		+	Where do you update this?
		+
		+	14.[ ] Repair List
		+	How do you display all you current repairs?
		+
		+	15.[ ] Regular Servicing
		+	Where do you setup repeat repairs?
		+
		+	16.[ ] Reminders
		+	How do you display these repairs in your reminders screen?
		+
		+	17.[ ] Products Used
		+	How do you add products to the repair?
		+
		+	18.[ ] Multiple Repairs
		+	Why do you have the option to select equipment in the products tab on the repair?
		+
		+	19.[ ] Parts on Repairs
		+	How do you display a list of all the products on all repairs?
		+
		+	20.[ ] PO from Repair
		+	How do you create a Purchase Order from the repair?
		+
		+	21.[ ] Appointments
		+	How do you create an appointment from the repair?
		+
		+	22.[ ] Itinerary
		+	Where do you produce an appointment itinerary for each rep?
		+
		+	23.[ ] Appointment to Repair
		+	How do you load the appointment times back to the repair?
		+
		+	24.[ ] Timesheet
		+	Where do the times from the appointment display on the repair?
		+
		+	25.[ ] Time Costs and Charges
		+	Can you load service charge outs as part of the Time sheet?
		+
		+	26.[ ] Follow-ups
		+	Can you enter a follow-up for another employee?
		+
		+	27.[ ] Notes
		+	Where do you do notes to suit?
		+
		+	28.[ ] Attachments
		+	How do you drop attachments onto the repair?
		+
		+	29.[ ] Repair to Invoice
		+	How do you create an invoice from the repair?
		+
		+	30.[ ] Flag as Done
		+	Why would you flag the repair as done?
		+
		+	31.[ ] Invoiced Repairs
		+	How do you view a list of the invoiced repairs?
		+
		+	32.[ ] Creating Jobs
		+	Can you create a repair within a Job, within a Customer?
		+
		+	Notes:
		+	Are there any aspects in this area that more training would be useful?
		+
		+	_____________________________________________
		+	_____________________________________________
		+	_____________________________________________
		+	_____________________________________________
		+	_____________________________________________
		+	_____________________________________________

@@ Line 2: / Line 2: @@
 Answers=
 [[1 Servicing Equipment]]
-[[2 Equipment List]]
+[[2 Equipment]]
 [[3 New Equipment]]
-[[4 New From Product]]
+[[4 Equipment Parts]]
-[[5 Quote for Equipment]]
+[[5 Equipment List ]]
-[[6 Load Customer Equipment]]
+[[6 New From Product]]
-[[7 Unique Entries]]
+[[7 Auto Load Customer Equipment]]
-[[8 Warranty]]
+[[8 Customer Equipment]]
-[[10 Customer Equipment List]]
+[[9 Unique Equipment]]
-[[11 One to Many]]
+[[10 Warranty]]
 [[12 New Repair]]
-[[13 Using F8]]
+[[13 Customer Equipment Repair]]
-[[14 Repair Status]]
+[[14 Using F8]]
-[[15 Repair List]]
+[[15 Service Parts]]
-[[16 Regular Servicing]]
+[[16 Purchase Parts]]
-[[17 Reminders]]
+[[17 Loading Costs]]
-[[18 Products Used]]
+[[18 Returned Parts]]
-[[19 Multiple Repairs]]
+[[19 Booking in a Repair]]
-[[20 Parts on Repairs]]
+[[20 Itinerary]]
-[[21 PO from Repairs]]
+[[21 Appointment to Repair]]
-[[22 Appointments]]
+[[22 Timesheet]]
-[[23 Itinerary]]
+[[23 Labour Costs and Service Charges]]
-[[24 Appointment to Repair]]
+[[24 Employee Services]]
-[[25 Timesheet]]
+[[25 Regular Servicing]]
-[[26 Time Cost and Changes]]
+[[26 Reminders]]
 [[27 Follow Ups]]
-[[28 Notes]]
+[[28 Attachments & Notes]]
-[[29 Attachments]]
+[[29 Repair Status]]
 [[30 Repair to Invoice]]
-[[31 Flag as Done]]
+[[31 Invoiced Repairs]]
-[[32 Invoiced Repairs]]
+[[32 Flag as Done]]
-[[33 Creating Jobs]]
+[[33 Repair List]]