Difference between revisions of "22 Workshop"
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| − | == 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? | ||
| + | |||
| + | _____________________________________________ | ||
| + | _____________________________________________ | ||
| + | _____________________________________________ | ||
| + | _____________________________________________ | ||
| + | _____________________________________________ | ||
| + | _____________________________________________ | ||
Revision as of 11:33, 30 June 2011
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?
_____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________
