Overview
Prompt communication of essential safety recalls and recommended maintenance items is crucial for considering the customers' best interests, maximizing current downtime, and ultimately reducing future downtime. When cases are created, service providers will be prompted to consider adding these items to the current repair event.
Types of Recommended Operations
Campaigns & Recalls
| Campaigns & Recalls: | Essential Original Equipment Manufacturer safety recalls drive safety and compliance. |
Recommended Operations
| Fault Follow-Up Operations: | If applicable, specific integration allowing pre-defined remote diagnostic (RD) faults to trigger a related operation assignment to the asset. |
| Fleet Recommendations: | Fleet-specific inspections, compliance checks, etc. |
| Scheduled Maintenance: | Fleet-defined scheduled maintenance. |
| Service Provider Recommendations: | Service provide's specific or OEM-certified service process. |
| Check-In/Inspections: | Best practices around check-in procedures or courtesy inspections. |
| Promotions: | Recommended operations tied to specials or promotional campaigns. |
| Deferred Operations: | Repairs that have been deferred from previous estimates, to be considered at a later date. |
Overall Benefits
- Ensure Safety and Compliance: Ensure recalls are performed to improve safety and compliance.
- Reduce Downtime: Decrease downtime per service event.
- Improve PM Compliance: Increase preventive maintenance (PM) compliance, which reduces downtime and repairs between PMs.
- Improve Efficiency and Consistency: Enhance the efficiency and consistency of the service process.
- Reduce Estimate/RO Creation Time: Minimize the time required to create estimates and Repair Orders (ROs).
- Promote Additional Sales: Encourage additional service and parts sales.
Conclusion Explore the Recommended Operations feature to enhance your service process, reduce downtime, ensure compliance and safety, and promote additional sales opportunities.
Administration
Add
- As an administrator, enter the location you wish to configure.
- On the top navigation bar, click Admin.
- Select Customize Your Database.
- In the Service Customization section, click Recommended Operations.
- In the Add Recommended Operation field, type the desired operation's Name or Builder Operation Code.
- After entering three characters, a list of results that contain your search criteria will be displayed and will continue to filter as more characters are typed.
- Locate the desired operation and click the +ADD button.
- Once added, a success banner will appear, and this operation will be displayed in the table above.
Remove
- To remove an operation from the Recommended Operations list, click Delete from the ACTIONS column of the desired operation.
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