Notification of Service Call put on hold for parts or bad sync
Overview | Samples | Variables | Alert Functionality | Best Practices & Tips | Related Alerts | Task App
Overview
Overview
For managers who want their parts department to be notified as soon as a new On Hold For Parts or BadSync call is created. In the alert email, calls with bad sync data from Remote Tech will denote those items. This is so they know to check eAuto and resolve the bad sync or refresh the Inventory Logistics Console.
Run Schedule: Every 10-minutes
Type of Output: Email and Task App
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Sample
Sample
Sample of Waiting for Parts:
Sample of Bad Sync Data:
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Variables
Variables
Variable W: Enter list of OnHold codes to alert (separate by comma ie: Badsync, WP), please enter On Hold CODE, not description
Variable X: Enter Branch Numbers for alert to trigger on separated by comma OR leave blank for ALL
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Alert Functionality
Alert Functionality
-Please note this alert will only look back to calls 15 regulars hours (not business hours) old or younger.
-Alert will only notify of qualifying service call once.
-Alert does NOT require equipment be linked to service call in order for alert to report on.
-When determining branch, alert looks first to the equipment on the contract, then to the contract itself, and finally to the branch on the equipment record.
-Bad Sync are part number(s) entered by tech that do not exist in your eAuto and are shown in Remarks tab on service call:
-Meters shown on alert are the last reported Valid Meter Reading(s) set with B\W and Color Category Type. The Category assigned to your meter types can be seen via Tools / Lists & Codes / Meter Types:
If you have more than one meter of same category type (i.e. Three Color Meter Readings), then alert will show the highest meter reading. For example, this device has three color meter readings (LV1, LV2, LV3) but also a Virtual Meter set as Color Category Type, so alert will show the Virtual Meter (114,804) as the Color Meter:
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Best Practices & Tips
Best Practices & Tips
-Are you finding the alert is not reporting as you'd expect? The premise is that the tech goes onsite, determines part(s) needed, then marks the call as incomplete for parts. A new call is created, flagged as a reschedule, and then the tech would put the call on hold for parts. Alert will only consider calls marked as reschedules.
-To confirm that a call was rescheduled, from Service menu in eAuto, choose 'Service Calls', then filter by 'Call Number' and 'Rescheduled Call':
-On Hold codes (needed in VariableW) found in Tools / Lists & Codes / On hold codes:
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Related Alerts
Related Alerts
ID55 - Notify of rescheduled Call Created onhold WP and/or Badsync and PartsCost Exceeds
ID310 - Call OnHold status = BadSync for longer than VariableW minutes
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Task App
Task App
Please see THIS LINK for review.
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