Difference between revisions of "22 Workshop"

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Latest revision as of 22:55, 15 December 2014

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 - What is a piece of Equipment in ERP?

3. [ ] New Equipment - Can you create a new type of Equipment and understand each tab within the Equipment card?

4. [ ] Equipment Parts - Can you load a list of "Spares" used when servicing the Equipment type?

5. [ ] Equipment List - How do you see which types of Equipment you service?

6. [ ] New From Product - How do you add equipment automatically by using a product?

7. [ ] Auto Load Customer Equipment - What is required for a Product to save as a peice of Customer Equipment automatically from a Sales Transaction?

8. [ ] Customer Equipment - What two key areas can you see Customer Equipment?

9. [ ] Unique Equipment - What must be manually entered on the Customer Card to make this peice of Equipment unique?

10.[ ] Warranty - Where can you enter the term of the warranty if applicable?

11.[ ] Customer Equipment List - Can you customise the list to display Warranty Expiry and Next Service Due dates?

12.[ ] New Repair - Can you create a New Repair?

13.[ ] Customer Equipment Repair - By assigning the equipment to the customer, what displays in a new repair?

14.[ ] Using F8 - What does this display?

15.[ ] Service Parts - From the Products tab within a repair, Why would you select the Equipment first?

16.[ ] Purchase Parts - How do you create a Purchase Order to buy parts required for the repair?

17.[ ] Loading Costs - How do you load costs against the repair?

18.[ ] Returned Parts - Can you send parts back to the Supplier for replacement/repair and track them?

19.[ ] Booking in a Repair - How do you create an Appointment for the repair?

20.[ ] Itinerary - Where do you produce an Appointment Itinerary for your Repairs?

21.[ ] Appointment to Repair - How do you load the Actual Appointment times back to the repair?

22.[ ] Timesheet - Where do the times from the appointment display on the repair?

23.[ ] Labour Costs and Service Charges - Can you load service charge outs as part of the Time sheet?

24.[ ] Employee Services - Have you created Employee Services to auto load Charge Rates for the repair?

25.[ ] Regular Servicing - Where do you setup repeat repairs?

26.[ ] Reminders - How do you display these repairs in your reminders screen?

27.[ ] Follow-ups - Can you enter a repair follow-up for another employee?

28.[ ] Attachments & Notes - Where do you do add Notes and Attachments to the repair?

29.[ ] Repair Status - How do you update a repair Status?

30.[ ] Repair to Invoice - How do you create an invoice from the repair?

31.[ ] Invoiced Repairs - How do you view a list of the invoiced repairs?

32.[ ] Flag as Done - Why would you flag the repair as done?

33.[ ] Repair List - How do you display all you current repairs and their Status?

34.[ ] Repair Details List - Do you understand all of the different radio button display options that make this your "go to" report for repairs?

35.[ ] Service Pad - Has the functionality of the Service Pad been explained for Windows based tablets?

Notes: Are there any aspects in this area that more training would be useful?

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