Release Notes

Auto-Binding Inspection Packages to a Customer Concern

Posted by Manuel Soto Friday, May 10, 2013

Auto-Binding Inspection Packages

Auto-binding refers to the automatic association of an an EDGE inspection package to a customer concern. This happens when the advisor uses a specific labor op code when writing up the repair order in the DMS.

Auto-binding can’t be turned on/off (i.e. it is not a setting). In order for it to happen, two things must be in place:

  1. In the DMS, the Advisor must add an RO line (or sub-line) using a certain DMS op code.
  2. In EDGE, that same DMS op code must be associated to the desired EDGE package (using the package editor).

Impact on Technician Experience


When a package is auto-bound all that happens differently is that when the tech opens the RO in Progress screen, he will see the package already tied to the customer concern that had the package DMS op code on it. Now the tech can simply click on the package to start it, as opposed to having to manually bind it.

Impact on RO Lists

Auto-bound packages show up on the RO Lists as "Insp Req" (inspection requested) when an inspection package is bound to an RO, but not yet started (opened). Once the technician has opened the inspection package, the inspection status icon will change to "Started".

Impact on Shop Reports

The Advisor-Requested Inspections measure in the EDGE Shop Reports is based on the presence of an auto-bound eligible package on the RO. For more details on how requested inspections are counted, see the article on Inspection Requested rules.

When an inspeciton is auto-bound to an RO, that RO will be assigned to a technician using the DMS assignment, rather than the EDGE assignment. This is because where the DMS assignment differs from the EDGE assignment, the DMS assignment takes precedence. For more details on how this works, see the Tech RO Assignment rules.

Impact on Treatment Plan

If the auto-bound package is a Dealer Recommended Maintenance package and it is the same package that would have been otherwise recommended on the Treatment Plan for that vehicle (based on mileage/time since last serviced), it will not be recommended on the Treatment Plan because EDGE assumes that it’s already been sold upfront since it’s already bound to the RO.

To restate: auto-binding would never cause a package to be recommended on the Treatment Plan, but it could cause a package to not be recommended on the Treatment Plan if, and only if, all of the following apply:

  1. The auto-bound package is a Dealer Recommended Maintenance package
  2. The auto-bound package is applicable to the vehicle (based on the mileage and/or time trigger)
  3. The package was bound (either automatically or manually) prior to the Treatment Plan being generated

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