Protractor Software Webinar Series 2017 Work In Progress Prioritization (Workflow)

Transcription

1 Protractor Software Webinar Series 2017 Work In Progress Prioritization (Workflow) Webinar agendas include 45 minutes of instructor overview and 15 minutes for questions and answers pertaining to today s topic(s). All Webinar recordings and handouts are posted in the online help system under Webinars. AutoServe1 Optimizing Inspection Reporting

2 AGENDA Prioritization 3 views Overview tab Technicians tab Resources tab Prioritization View & Menu options Setup Items for the Work-In-Progress - Prioritization (Workflow) Employee Technician and/or Service Advisor Time Clock Technician Security Scheduler Shop Hours & Employee Hours Work Order Flags Resources

3 POLL QUESTION Do you use the Prioritization screen? Always At Times Never

4 POLL QUESTION You can identify the following items from the Prioritization screen? Tech available capacity What Services have been marked completed Work Order Flags Workflow Stages/Status All of the above

5 WORK-IN-PROGRESS - PRIORITIZATION The prioritization feature is a supplemental workflow organizer that can be used to obtain a snapshot status of all jobs and appointments that are within the date selected. The Prioritization options are designed for ease of access and viewing for all staff that would assign and/or monitor jobs, appointments, technicians and/or resources. The display includes jobs and technicians along with their priority, workflow stage/status, time clock activity, daily effort summary, pop-out summary and work order flag(s). There are three different viewing tabs for prioritization. 1. Overview tab 2. Technicians tab 3. Resources tab

6 PRIORITIZATION - OVERVIEW TAB The Overview tab view provides a single-column listing of all jobs and appointments for the date selected.

7 POLL QUESTION 1. Is it possible to allocate a portion of labor time from a work order to a future days schedule? Yes = Holdover No

8 PRIORITIZATION - TECHNICIANS TAB The Technicians tab displays one or more groupings of job(s) for each technician, unassigned jobs and scheduled jobs.

9 PRIORITIZATION - RESOURCES TAB The Resources tab allows the user to schedule blocks of time to a resource. - A resource could be a dedicated bay (i.e. - alignment, oil change), or equipment (i.e. - scanner, tire machine). The time available for a resource is aligned with the Shop Hours for a specific day.

10 PRIORITIZATION VIEW & MENU OPTIONS Action Overview tab Technicians tab Resources tab Changing the priority of work orders Y Y Y (By Scheduled time) Changing the technician order Effort Summary Y Y Pop-out summary Y Y Y Change Date Y Y Y Workflow Status / Stage Y Y Y Clock Icon Y Y Work Order Flags Y Y Hours Available and Hours Booked Y Y No Work Assigned Y Y Tile Colors Y Y Menu Options New Appointment Y Y Assign appointment Y Y Y Create Holdover Y Y Edit Work Order / Appointment Y Y Update Status / Stage Y Y Add / Edit Service Advisor/Technician Y Y Print / / Export Y View Work Order (WIP) / Scheduler Y Y Y Y

11 PRIORITIZATION SETUP 1. Employees Technician and/or Service Advisor 2. Time Clock Technician Security 3. Scheduler Shop Hours & Employee Hours 4. Work Order Flags 5. Resources

12 Thank you all for attending today s Webinar All Webinar recordings and handouts are posted in the online help system under Webinars. Let s review some questions before we close today s Webinar. Next Webinar is scheduled for June 29, 2017 AutoServe1 Optimizing Inspection Reporting