Difference between revisions of "22 Workshop"

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Revision as of 14:08, 21 October 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?

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