The RO List controls the layout of the main screen in EDGE and also provides an area to create training repair orders.
Classic RO List Column Layout - Displays the following columns:
When RO List Column Defaults preference is changed to Classic, the RO List is reset and row highlighting for ROs with recommendations is turned on. To deactivate this, each user must take the following steps:
When the RO List Column Defaults preference is changed to Standard, the Shop Flag 1 column must be added using the Column Chooser functionality.
[separator headline="h2" title="Creating Training Repair Orders"]
EDGE lets you create repair orders that are not tied back to the DMS that can be used for training purposes. To create a training RO, take the following steps:
RO# - Key in a repair order number.
Tag# - Key in a number that can be used to search for the repair order in the RO List.
Customer Information - Enter as much information as desired. Only last name is required.
Vehicle Information - Enter at least the required vehicle fields.
RO Line Item - Enter a description for the original customer concern. Click Add to put it in the list to the right. You can add as many lines as you need.
Bind Package - Check this box to enable the Shop Package dropdown box to select an inspection package to be bound to the line you are adding
Shop Package - Select an inspection package from this list after checking the Bind Package checkbox. This pulls from the list of inspection packages defined in your company.
OEM Package - Select a maintenance package from this list after checking the Bind Package checkbox. This pulls from the list of maintenance packages defined in your company.
Advisor - Select which advisor you want to associate with the training RO.
Remove - To remove an RO Line Item from the list, highlight it and click the Remove button.
Save - Click this to create the training RO.
Generate Multiple Training ROs - When this preference is checked, the RO# and Tag# fields on the top left are locked out so that the system can generate a batch or ROs. To create just one training RO, you can uncheck this preference and key in the RO# and Tag#.
To create a single training RO, uncheck this box.
TRAIN- Key in a number here as the starting sequence for a batch of ROs that will have numbers beginning with the string "TRAIN-" and ending with the sequence of numbers you specify. For example, if you key in 1000 and request 10 ROs be created, the RO#'s generated will be TRAIN-1000, TRAIN-1001, TRAIN-1002, etc.
Tag - Leave this blank or key in a number to be used as the tag number on the RO. This tag number will be used for each RO in the batch.
Create this many - Select the number of ROs you want to be created in the batch.
Import - For advanced users, you can import a .csv file or repair order data. The repair order data must be in the correct file layout. You can export a batch of ROs to see the file layout.
Prompt before creating - check this box to receive a pop up window asking whether to create each repair order when importing a list of ROs from a batch.
Important: there are known issues with the Import function that may make manual entry preferable. To import a .csv file, take the following steps:
Export - For advanced users, use the Export function to see the file layout used for importing repair orders. Only exports one repair order to the file. To export a repair order to a file, take the following steps:
Use the training RO List screen to clean up or copy existing training repair orders.
To delete existing training ROs, take the following steps:
To copy training ROs, take the following steps: