Patrol Inspection

Path: Dealer Portal --> Field Service --> Inspection Management --> Patrol Inspection

Create

After the equipment is handed over, if there are no service records within 90 days, the system will automatically generate an Service ToDo (type: Patrol Inspection). You can convert it to an inspection work order by clicking the generate button. If there are no service records within 30 days, you can manually create an inspection task.

The engineer opens the Patrol Inspection menu, clicks +New, enters the required information such as the device code that needs to be turned on, and saves it to create a startup order

Transfer

Dealer's engineer can click the 'transfer' button to transfer to other engineers under the same dealer. Click the 'transfer' button, enter the 'description', and click 'confirm' to complete the transfer.

For the engineers who have been transferred, they can click the accept button to accept the order. If they are unable to process it, they can click the reject button to refuse. The rejection service order needs to be accompanied by a note. If refused, the service ticket will be forwarded to the regional service minister.

Cancel

Before on-site completion, if the customer cancels this service, the engineer can click the cancel button, select the reason for cancellation, cancel this service, and after approval, the service order will be officially cancelled;

Completion On Site

After completing the necessary handover information, On on-site processing tab maintain of Detection Result,Equipment Contact and Completion Information. The current operating hours, current mileage, and current operating volume in the completion information cannot be empty at the same time; **If a fault is found during on-site inspection and needs to be repaired, select yes for Exist Fault ** and then refer to the next step to create a repair order;

If necessary, add service fees in the expense settlement tab and follow up with the actual situation to choose whether to charge; After completing the on-site work, click the Completion On Site button to proceed with on-site completion.

Create Repair Order

Select yes for Exist Fault，save then can find the Create Repair Order button,click it to create a repair order.

Submit for Approval

After saving, complete the missing other required information. If there are any missing information, the system will give a prompt. Finally, upload the necessary attachment photos and save them. Click the submit approval button, and once approved, the service will be completed. If a fault is selected and a repair order is created, it is necessary to wait for the completion of the service order then the inspection order can submit for approval.