In-House Repair

To complete an In-House Repair, follow the steps below:

  1. Click Operations in the top banner menu
  2. Click In-House Repair in the drop-down menu
  3. Click Complete in the drop-down menu
  4. Locate the repair order, if there are several, to verify and select the record for this repair order
  5. Click in the Repair Orders pane
  6. Select Approve or Approve All in the drop-down menu
  7. If unapproved Day Cards exist, the system will display a message alerting you
    You then have two choices if you wish to proceed with closing this job order:
    1. Approve all Day Cards
      or
    2. Delete unapproved Day Cards
      Determine which of these is the best solution for you then right-click the selected job order, followed by clicking either Approve All or Delete Unapproved
  8. Click Save to save your changes
    Or click Reload to erase your changes

Commercial Repair

To complete a Commercial Repair, follow the steps below:

  1. Click Operations in the top banner menu
  2. Click Commercial Repair in the drop-down menu
  3. Click Create in the drop-down menu
  4. Enter the Equipment Name and VIN in the top pane pull up the relevant repair history
  5. Click in the Repair Orders pane
  6. Click Insert in the drop-down menu
  7. A pop-up will notify you of all existing repair orders for that piece of equipment
    Click OK
  8. Locate the repair order, if there are several, to verify and select the record for this repair order
  9. Compare the activities shown with what was actually performed and also review the parts purchased for the repair
  10. If the repair order is ready to be closed, click
  11. Click Close RO in the drop-down menu
  12. If unapproved Day Cards exist, the system will display a message alerting you
    You then have two choices if you wish to proceed with closing this job order:
    1. Approve all Day Cards
      or
    2. Delete unapproved Day Cards
      Determine which of these is the best solution for you then right-click the selected job order, followed by clicking either Approve All or Delete Unapproved
  13. This will immediately update the Status column or the Status field to Completed depending on how you are viewing the repair order
     or
  14. Click Save to save your changes
    Or click Reload to erase your changes
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