22 WorkshopEnglishالعربيةfrançaisTagalogहिन्दी

• 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 Appointment to Repair 25 Timesheet 26 Time Cost and Changes 27 Follow Ups 28 Notes 29 Attachments 30 Repair to Invoice 31 Flag as Done 32 Invoiced Repairs 33 Creating Jobs

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?

_____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________