Difference between revisions of "Mobile Job Review"

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{| border="0" cellpadding="1" cellspacing="1" style="width: 1400px;"
 
{| border="0" cellpadding="1" cellspacing="1" style="width: 1400px;"
 +
|-
 +
| colspan="4" | [[File:MobileReview1 ccexpress.png|MobileReview1 ccexpress.png]]
 +
|-
 +
| class="navigationTitles" colspan="4" | Overview
 +
|-
 +
| colspan="4" style="width: 265px;" | Mobile review is an optional feature. This feature provides users or managers to review each the transactions before they are posted to the back office.
 +
|-
 +
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Post individual jobs
 +
|-
 +
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Post all jobs
 +
|-
 +
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Review jobs before posting
 
|-
 
|-
 
| colspan="4" | &nbsp;
 
| colspan="4" | &nbsp;
 +
|-
 +
| class="headerMainTitles" colspan="4" | Job Details
 +
|-
 +
| colspan="4" | [[File:MobileReview2 ccexpress.png|MobileReview2 ccexpress.png]]
 +
|-
 +
| class="navigationTitles" colspan="4" | Overview
 +
|-
 +
| colspan="4" style="width: 265px;" | The job details tab displays the job information.
 +
|-
 +
| class="headerMainTitles" colspan="4" | Fields
 +
|-
 +
| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#job_number|Job Number]]
 +
| class="fieldGrayBackgrounds" style="width: 362px;" | [[Glossary#site_Name|Site Name]]
 +
| class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#job_status|Status]]
 +
| class="fieldGrayBackgrounds" style="width: 446px;" | &nbsp;
 +
|-
 +
| class="fieldGrayBackgrounds" colspan="2" | [[Glossary#job_request|Request]]
 +
| class="fieldGrayBackgrounds" colspan="2" | [[Glossary#PriorityCode|Priority]]
 +
|-
 +
| class="fieldGrayBackgrounds" colspan="4" | [[Glossary#job_requestnote|Request Notes]]
 +
|-
 +
| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#job_contact|Contact]]
 +
| class="fieldGrayBackgrounds" style="width: 362px;" | [[Glossary#job_receiveddate|Received Date]]
 +
| class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#job_receivedtime|Time]]
 +
| class="fieldGrayBackgrounds" style="width: 446px;" | &nbsp;
 +
|-
 +
| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#contact_WorkPhone|Contact Phone]]
 +
| class="fieldGrayBackgrounds" style="width: 362px;" | [[Glossary#job_scheduledate|Schedule Date]]
 +
| class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#job_scheduletime|Time]]
 +
| class="fieldGrayBackgrounds" style="width: 446px;" | &nbsp;
 
|-
 
|-
 
| &nbsp;
 
| &nbsp;
Line 8: Line 50:
 
| &nbsp;
 
| &nbsp;
 
| &nbsp;
 
| &nbsp;
 +
|-
 +
| class="headerMainTitles" colspan="4" | Transactions Labor
 +
|-
 +
| colspan="4" | [[File:MobileReview3 ccexpress.png|MobileReview3 ccexpress.png]]
 +
|-
 +
| class="navigationTitles" colspan="4" | Overview
 +
|-
 +
| colspan="4" style="width: 265px;" | Displays a list of the labor transactions on the service ticket. The transactions can be edited.
 
|-
 
|-
 
| &nbsp;
 
| &nbsp;
Line 14: Line 64:
 
| &nbsp;
 
| &nbsp;
 
|-
 
|-
−
| colspan="4" | &nbsp;
+
| colspan="4" | [[File:MobileReview4 ccexpress.png|MobileReview4 ccexpress.png]]
 +
|-
 +
| class="headerMainTitles" colspan="4" | Fields
 +
|-
 +
| class="fieldGrayBackgrounds" colspan="4" |
 +
{| border="0" cellpadding="1" cellspacing="1" style="width: 1400px;"
 +
|-
 +
| class="fieldGrayBackgrounds" style="width: 466px; border-right: 1px solid white;" | [[Glossary#WorkOrderNumber|Work Order]]
 +
| class="fieldGrayBackgrounds" style="width: 467px; border-right: 1px solid white;" | [[Glossary#inv_ItemCode|Item]]
 +
| class="fieldGrayBackgrounds" style="width: 467px;" | [[Glossary#inv_ItemDescription|Description]]
 +
|}
 +
 
 +
|-
 +
| class="fieldGrayBackgrounds" colspan="2" | [[Glossary#Servicer|Servicer]]
 +
| class="fieldGrayBackgrounds" colspan="2" | [[Glossary#agreements_Number|Agreement]]
 +
|-
 +
| class="fieldGrayBackgrounds" style="width: 265px;" | &nbsp;
 +
| class="fieldGrayBackgrounds" style="width: 362px;" | [[Glossary#CostType|Cost Type]]
 +
| class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#equip_code|Equipment]]
 +
| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#TransactionCovered|Covered]]
 +
|-
 +
| class="fieldGrayBackgrounds" colspan="2" | [[Glossary#TransactionDesc|Description]]
 +
| class="fieldGrayBackgrounds" colspan="2" | &nbsp;
 +
|-
 +
| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#TransactionDate|Start Date]]
 +
| class="fieldGrayBackgrounds" style="width: 362px;" | [[Glossary#TransactionStartTime|Start Time]]
 +
| class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#TransactionUnits|No. Units]]
 +
| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#TransactionTaxable|Taxable]]
 +
|-
 +
| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#TransactionEndDate|End Date]]
 +
| class="fieldGrayBackgrounds" style="width: 362px;" | [[Glossary#TransactionEndTime|End Time]]
 +
| class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#TransactionPrice|Price]]
 +
| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#hiddenCheckbox|Hidden Line]]
 +
|-
 +
| class="fieldGrayBackgrounds" style="width: 265px;" | &nbsp;
 +
| class="fieldGrayBackgrounds" style="width: 362px;" | &nbsp;
 +
| class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#TransactionExtPrice|Ext Price]]
 +
| class="fieldGrayBackgrounds" style="width: 446px;" | &nbsp;
 
|-
 
|-
 
| &nbsp;
 
| &nbsp;
Line 20: Line 107:
 
| &nbsp;
 
| &nbsp;
 
| &nbsp;
 
| &nbsp;
 +
|-
 +
| class="headerMainTitles" colspan="4" | Transaction Materials
 +
|-
 +
| colspan="4" | [[File:MobileReview5 ccexpress.png|MobileReview5 ccexpress.png]]
 +
|-
 +
| class="navigationTitles" colspan="4" | Overview
 +
|-
 +
| colspan="4" style="width: 265px;" | Displays a list of the materials transactions on the service ticket. The transactions can be edited.
 
|-
 
|-
 
| &nbsp;
 
| &nbsp;
Line 26: Line 121:
 
| &nbsp;
 
| &nbsp;
 
|-
 
|-
−
| colspan="4" | &nbsp;
+
| colspan="4" | [[File:MobileReview6.png|MobileReview6.png]]
 +
|-
 +
| class="headerMainTitles" colspan="4" | Fields
 +
|-
 +
| class="fieldGrayBackgrounds" colspan="4" |
 +
{| border="0" cellpadding="1" cellspacing="1" style="width: 1400px;"
 +
|-
 +
| class="fieldGrayBackgrounds" style="width: 466px; border-right: 1px solid white;" | [[Glossary#WorkOrderNumber|Work Order]]
 +
| class="fieldGrayBackgrounds" style="width: 467px; border-right: 1px solid white;" | [[Glossary#inv_ItemCode|Item]]
 +
| class="fieldGrayBackgrounds" style="width: 467px;" | [[Glossary#TransactionDesc|Description]]
 +
|}
 +
 
 +
|-
 +
| class="fieldGrayBackgrounds" colspan="2" | [[Glossary#TransactionServicer|Servicer]]
 +
| class="fieldGrayBackgrounds" colspan="2" | [[Glossary#agreements_Number|Agreement]]
 +
|-
 +
| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#Warehouse|Warehouse]]
 +
| class="fieldGrayBackgrounds" style="width: 362px;" | [[Glossary#CostType|Cost Type]]
 +
| class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#Equipment|Equipment]]
 +
| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#transCovered|Covered]]
 +
|-
 +
| class="fieldGrayBackgrounds" colspan="2" | [[Glossary#transactionDescription|Description]]
 +
| class="fieldGrayBackgrounds" colspan="2" | [[Glossary#TransactionUnits|No. Units]]
 +
|-
 +
| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#TransactionDate|Trans Date]]
 +
| class="fieldGrayBackgrounds" style="width: 362px;" | &nbsp;
 +
| class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#TransactionPrice|Price]]
 +
| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#TransactionTaxable|Taxable]]
 +
|-
 +
| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#SalesUOM|UOM]]
 +
| class="fieldGrayBackgrounds" style="width: 362px;" | &nbsp;
 +
| class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#TransactionExtPrice|Ext Price]]
 +
| class="fieldGrayBackgrounds" style="width: 446px;" | &nbsp;
 
|-
 
|-
 
| &nbsp;
 
| &nbsp;
Line 33: Line 160:
 
| &nbsp;
 
| &nbsp;
 
|-
 
|-
−
| &nbsp;
+
| class="headerMainTitles" colspan="4" | Transactions Purchases
−
| &nbsp;
+
|-
−
| &nbsp;
+
| colspan="4" | [[File:MobileReview7 ccexpress.png|MobileReview7 ccexpress.png]]
−
| &nbsp;
 
 
|-
 
|-
−
| &nbsp;
+
| class="navigationTitles" colspan="4" | Overview
−
| &nbsp;
 
−
| &nbsp;
 
−
| &nbsp;
 
 
|-
 
|-
−
| colspan="4" | &nbsp;
+
| colspan="4" style="width: 265px;" | Displays a list of the other transactions on the service ticket. The transactions can be edited.
 
|-
 
|-
 
| &nbsp;
 
| &nbsp;
Line 50: Line 173:
 
| &nbsp;
 
| &nbsp;
 
|-
 
|-
−
| &nbsp;
+
| colspan="4" | [[File:MobileReview8 ccexpress.png|MobileReview8 ccexpress.png]]
−
| &nbsp;
 
−
| &nbsp;
 
−
| &nbsp;
 
 
|-
 
|-
−
| &nbsp;
+
| class="headerMainTitles" colspan="4" | Fields
−
| &nbsp;
 
−
| &nbsp;
 
−
| &nbsp;
 
 
|-
 
|-
−
| &nbsp;
+
| class="fieldGrayBackgrounds" colspan="4" |  
−
| &nbsp;
+
{| border="0" cellpadding="1" cellspacing="1" style="width: 1400px;"
−
| &nbsp;
 
−
| &nbsp;
 
 
|-
 
|-
−
| colspan="4" | &nbsp;
+
| class="fieldGrayBackgrounds" style="width: 466px; border-right: 1px solid white;" | [[Glossary#WorkOrderNumber|Work Order]]
 +
| class="fieldGrayBackgrounds" style="width: 467px; border-right: 1px solid white;" | [[Glossary#inv_ItemCode|Item]]
 +
| class="fieldGrayBackgrounds" style="width: 467px;" | [[Glossary#TransactionDesc|Description]]
 +
|}
 +
 
 
|-
 
|-
−
| &nbsp;
+
| class="fieldGrayBackgrounds" colspan="2" | [[Glossary#Servicer|Servicer]]
−
| &nbsp;
+
| class="fieldGrayBackgrounds" colspan="2" | [[Glossary#agreements_Number|Agreement]]
−
| &nbsp;
 
−
| &nbsp;
 
 
|-
 
|-
−
| &nbsp;
+
| class="fieldGrayBackgrounds" style="width: 265px;" | &nbsp;
−
| &nbsp;
+
| class="fieldGrayBackgrounds" style="width: 362px;" | [[Glossary#CostType|Cost Type]]
−
| &nbsp;
+
| class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#equip_code|Equipment]]
−
| &nbsp;
+
| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#TransactionCovered|Covered]]
 
|-
 
|-
−
| colspan="4" | &nbsp;
+
| class="fieldGrayBackgrounds" colspan="2" | [[Glossary#transactionDescription|Description]]
 +
| class="fieldGrayBackgrounds" colspan="1" | &nbsp;
 +
| class="fieldGrayBackgrounds" colspan="1" | [[Glossary#TransactionVendor|Vendor]]
 
|-
 
|-
−
| &nbsp;
+
| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#TransactionDate|Trans Date]]
−
| &nbsp;
+
| class="fieldGrayBackgrounds" style="width: 362px;" | &nbsp;
−
| &nbsp;
+
| class="fieldGrayBackgrounds" style="width: 362px;" | [[Glossary#TransactionUnits|No. Units]]
−
| &nbsp;
+
| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#TransactionTaxable|Taxable]]
 
|-
 
|-
−
| &nbsp;
+
| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#SalesUOM|UOM]]
−
| &nbsp;
+
| class="fieldGrayBackgrounds" style="width: 362px;" | &nbsp;
−
| &nbsp;
+
| class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#TransactionExtPrice|Ext Price]]
−
| &nbsp;
+
| class="fieldGrayBackgrounds" style="width: 446px;" | &nbsp;
 
|-
 
|-
 
| &nbsp;
 
| &nbsp;
Line 94: Line 213:
 
| &nbsp;
 
| &nbsp;
 
|-
 
|-
−
| colspan="4" | &nbsp;
+
| class="headerMainTitles" colspan="4" | Job Notes
 
|-
 
|-
−
| &nbsp;
+
| colspan="4" | [[File:MobileReview9 ccexpress.png|MobileReview9 ccexpress.png]]
−
| &nbsp;
 
−
| &nbsp;
 
−
| &nbsp;
 
 
|-
 
|-
−
| &nbsp;
+
| class="navigationTitles" colspan="4" | Overview
−
| &nbsp;
 
−
| &nbsp;
 
−
| &nbsp;
 
 
|-
 
|-
−
| &nbsp;
+
| colspan="4" style="width: 265px;" | Displays the job notes added to the service ticket.&nbsp; More notes can be added usign this form.
−
| &nbsp;
 
−
| &nbsp;
 
−
| &nbsp;
 
 
|-
 
|-
−
| &nbsp;
+
| class="headerMainTitles" colspan="4" | Fields
−
| &nbsp;
 
−
| &nbsp;
 
−
| &nbsp;
 
 
|-
 
|-
−
| colspan="4" | &nbsp;
+
| class="fieldGrayBackgrounds" colspan="4" style="width: 265px;" | [[Glossary#NoteContent|Note]]
 
|-
 
|-
−
| &nbsp;
+
| class="fieldGrayBackgrounds" colspan="2" style="width: 265px;" | [[Glossary#NoteInternal|Internal]]
−
| &nbsp;
+
| class="fieldGrayBackgrounds" colspan="2" style="width: 362px;" | [[Glossary#NotePrintOnTicket|Print]]
−
| &nbsp;
 
−
| &nbsp;
 
 
|-
 
|-
 
| &nbsp;
 
| &nbsp;

Latest revision as of 08:27, 10 January 2023

MobileReview1 ccexpress.png
Overview
Mobile review is an optional feature. This feature provides users or managers to review each the transactions before they are posted to the back office.
• Post individual jobs
• Post all jobs
• Review jobs before posting
 
Job Details
MobileReview2 ccexpress.png
Overview
The job details tab displays the job information.
Fields
Job Number Site Name Status  
Request Priority
Request Notes
Contact Received Date Time  
Contact Phone Schedule Date Time  
       
Transactions Labor
MobileReview3 ccexpress.png
Overview
Displays a list of the labor transactions on the service ticket. The transactions can be edited.
       
MobileReview4 ccexpress.png
Fields
Work Order Item Description
Servicer Agreement
  Cost Type Equipment Covered
Description  
Start Date Start Time No. Units Taxable
End Date End Time Price Hidden Line
    Ext Price  
       
Transaction Materials
MobileReview5 ccexpress.png
Overview
Displays a list of the materials transactions on the service ticket. The transactions can be edited.
       
MobileReview6.png
Fields
Work Order Item Description
Servicer Agreement
Warehouse Cost Type Equipment Covered
Description No. Units
Trans Date   Price Taxable
UOM   Ext Price  
       
Transactions Purchases
MobileReview7 ccexpress.png
Overview
Displays a list of the other transactions on the service ticket. The transactions can be edited.
       
MobileReview8 ccexpress.png
Fields
Work Order Item Description
Servicer Agreement
  Cost Type Equipment Covered
Description   Vendor
Trans Date   No. Units Taxable
UOM   Ext Price  
       
Job Notes
MobileReview9 ccexpress.png
Overview
Displays the job notes added to the service ticket.  More notes can be added usign this form.
Fields
Note
Internal Print
       

 

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