22 Workshop
From TrueERP wiki
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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