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 - 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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