Follow-Up workflow
Here we will share a short explaination and process to follow around follow-up
John Vincent
17 steps
2 minutes
1
Here we see a record withioon the Workshop View that has been Authorized
2
once opened we select Authorization
3
Here we see an unsold item within the Identified Items list
4
as this item has not been dismissed it will automatically be forwarded to Follow-up within the Manger SE Inspection system
5
Returning now to view our Workshop View screen
6
we can select Follow up from the left side main menu
7
with the date set to view a filltered period we can see and select the record we wish to follow-up
8
with the record open we can see the item previously forwarded for follow-up
9
select the small arrow to the left of the item to view the recorded fault
10
we can now make contact with our customer and discuss booking the required work for inspection and ultimately repair
11
Now the item is selected we have a choice based upon the customers response to our call to either Dismiss the follow-up, Snooze for a later follow-up date or book the job
12
here we will choose Book In
13
when the new window opens complete the fields as required
14
and save
15
The job is then removed from Follow-up
PLEASE NOTE: Having selected Book In will not create an entry within the Manager SE INspection system or your Manager SE system. it will require a booking to be made in Manager SE and the job will then appear within Manager SE Inspections on the correct date.
16
select Back to return to the Follow-up list
17
We can see now the job has been removed from Follow-up
Follow-Up workflow
Here we will share a short explaination and process to follow around follow-up
John Vincent
17 steps
2 minutes
1
Here we see a record withioon the Workshop View that has been Authorized
2
once opened we select Authorization
3
Here we see an unsold item within the Identified Items list
4
as this item has not been dismissed it will automatically be forwarded to Follow-up within the Manger SE Inspection system
5
Returning now to view our Workshop View screen
6
we can select Follow up from the left side main menu
7
with the date set to view a filltered period we can see and select the record we wish to follow-up
8
with the record open we can see the item previously forwarded for follow-up
9
select the small arrow to the left of the item to view the recorded fault
10
we can now make contact with our customer and discuss booking the required work for inspection and ultimately repair
11
Now the item is selected we have a choice based upon the customers response to our call to either Dismiss the follow-up, Snooze for a later follow-up date or book the job
12
here we will choose Book In
13
when the new window opens complete the fields as required
14
and save
15
The job is then removed from Follow-up
PLEASE NOTE: Having selected Book In will not create an entry within the Manager SE INspection system or your Manager SE system. it will require a booking to be made in Manager SE and the job will then appear within Manager SE Inspections on the correct date.
16
select Back to return to the Follow-up list
17
We can see now the job has been removed from Follow-up
