Knowledge

This is where we add notes about any repairs performed or detailed inspections. Each workshop will be associated with a Repair Job.

Create a Workshop

Step 1. Go to the Repair Job Details or navigate to the Workshops menu and click New.

• Name: Enter the name of the workshop.
• Job Tracking Number: select the repair job you want to create a workshop for. If you create a workshop from the repair job detail, the system will automatically fill it
• Report Type: Select an option from the predefined list in the Categories setting where Use For is set to Report Type.
• Report Tracking Number: Select a repair job from the available list. This list is populated from the Repair Jobs menu
• Report Status: Select an option from the predefined list in the Categories Setting where Use For is set to Report Status
• From Date: Select the start date and time of the workshop.
• To Date: Select the end date and time of the workshop.
• Visible to Customer: If this option is enabled, the customer can view this workshop on the Customer Portal. If this option is disabled, the customer cannot view this workshop.
• Parts Information: Enter details related to parts used in the workshop.
• Description: Enter a general description of the workshop.
• Attachment: Upload relevant documents for the workshop. Multiple file formats are accepted.

Step 3. Click Save

You can create multiple workshops and the workshop list will be displayed in a tree format as shown below.