Loading...

Release Notes

Admin Options - Packages

Posted by Manuel Soto Saturday, April 27, 2013

Package Management and Shop Settings

PackagesTab

The Packages tab on the Admin Options dialog provides the user with the following functions:

Package Management:
  • Add, edit, and delete package
  • Hide and unhide packages from appearing within the EDGE client
  • Determine the display order of the packages within the EDGE client
  • See at a glance which (if any) of the shop packages are associated to DMS Op Codes, thus enabling the package to be auto-bound
Shop Settings:

[separator headline="h3" title="Package Settings"]

EditPackageSettings


The Edit Package Settings dialog provides the user with the following functions regarding packages:

  • Rename a package
  • Add, edit, or delete a package descriptions
  • Associate a DMS Op Code with a package
  • Label a package as either inspection or maintenance
  • Configure whether or not a package is eligible for generating upsell
  • Add, edit, and remove time and/or mileage triggers associated with a package
    • Adding a mileage and/or time trigger to a package makes it a Dealer Recommended Maintenance package
  • Add or remove a package to/from a Package Group

Tasks and Task Groups

TaskEdit

The Package Editor dialog provides the user with the following functions regarding tasks and task groups:

  • Rename inspection tasks and task groups
  • Add, edit, and remove inspection tasks and task groups
  • Determine the hierarchy (i.e. parent/child relationships) between tasks and task groups
  • Set the order and indentation for tasks and task groups
  • Add and remove specifications to/from tasks and task groups
  • See at a glance how may observations, recommendations, additional information groupings, and specifications are associated with each task
  • Edit task type and categories
  • Associate a DMS Op Code with a task (maintenance only)
  • Add, edit, and remove mileage triggers associated with tasks (inspection/measurement only)
  • Configure the task to prompt (i.e. pop the Obs/Recs dialog for an observation when marked "Pass/Done" or "Not Done (N/A)" (as opposed to only prompting when the task is cautioned or failed)
  • Control custom observation/recommendation creation
  • Add, edit, and remove observations and recommendations associated with tasks

Observations

PackageEditorObsRecs

EditObservation

The Observations/Recommendations tab of the Package Editor dialog provides the user with the following functions regarding observations:

  • Add, edit, and remove observations associated with tasks
  • Associate OEM Op Codes with an observation
  • Configure which observations should be included within the Obs/Recs dialog based on task status; and which (if any) observations should be made (i.e. checked) by default

Green_exclude,Exclude observation when a user checks the green "Pass/Done" checkbox for this task
Green_include,Include observation when a user checks the green "Pass/Done" checkbox for this task
Green_default,Make observation by default when a user checks the green "Pass/Done" checkbox for this task
Yellow_exclude,Exclude observation when a user checks the yellow "Caution" checkbox for this task
Yellow_include,Include observation when a user checks the yellow "Caution" checkbox for this task
Yellow_default,Make observation by default when a user checks the yellow "Caution" checkbox for this task
Red_exclude,Exclude observation when a user checks the red "Fail" checkbox for this task
Red_include,Include observation when a user checks the red "Fail" checkbox for this task
Red_default,Make observation by default when a user checks the red "Fail" checkbox for this task
Gray_exclude,Exclude observation when a user checks the gray "Not Done (N/A)" checkbox for this task
Gray_include,Include observation when a user checks the gray "Not Done (N/A)" checkbox for this task
Gray_default,Make observation by default when a user checks the gray "Not Done (N/A)" checkbox for this task

Recommendations

EditRecommendation

The Observations/Recommendations tab of the Package Editor dialog provides the user with the following functions regarding observations:

  • Add, edit, and remove recommendations associated with tasks
  • Associate a DMS Op Code with a recommendation
  • Link additional information groupings with a recommendation
  • Configure which recommendations should be included within the Obs/Recs dialog based on task status; and which (if any) recommendations should be made (i.e. checked) by default

Green_exclude,Exclude recommendation when a user checks the green "Pass/Done" checkbox for this task

Green_include,Include recommendation when a user checks the green "Pass/Done" checkbox for this task
Green_default,Make recommendation by default when a user checks the green "Pass/Done" checkbox for this task
Yellow_exclude,Exclude recommendation when a user checks the yellow "Caution" checkbox for this task
Yellow_include,Include recommendation when a user checks the yellow "Caution" checkbox for this task
Yellow_default,Make recommendation by default when a user checks the yellow "Caution" checkbox for this task
Red_exclude,Exclude recommendation when a user checks the red "Fail" checkbox for this task
Red_include,Include recommendation when a user checks the red "Fail" checkbox for this task
Red_default,Make recommendation by default when a user checks the red "Fail" checkbox for this task
Gray_exclude,Exclude recommendation when a user checks the gray "Not Done (N/A)" checkbox for this task
Gray_include,Include recommendation when a user checks the gray "Not Done (N/A)" checkbox for this task
Gray_default,Make recommendation by default when a user checks the gray "Not Done (N/A)" checkbox for this task

Share!
RSS

Trackback Link
http://www.autopoint.com/BlogRetrieve.aspx?BlogID=13673&PostID=625869&A=Trackback

Request A Demo

877.567.4349
Corporate Office
10808 S River Front Pkwy Suite 500
South Jordan, UT 84095
Marketing Service Titling
Yes No