Stock Inspection

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

Create

The system will automatically create Stock Inspection orders for not handover equipment that has no service records within 30 days. Dealer service engineers can also open the Stock Inspection menu, click +New, enter the necessary information such as the equipment code, and save to create a Stock Inspection 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 stock inspection information, On on-site processing tab maintain Detection Result and check Item. The items should be checked item by item. 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;

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 handover can submit for approval.