Difference between revisions of "Mobile Job Review"
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| colspan="4" | [[File:MobileReview1 ccexpress.png|MobileReview1 ccexpress.png]] | | colspan="4" | [[File:MobileReview1 ccexpress.png|MobileReview1 ccexpress.png]] | ||
|- | |- | ||
| − | | class="navigationTitles" colspan="4" | | + | | class="navigationTitles" colspan="4" | Overview |
|- | |- | ||
| − | | colspan="4" style="width: 265px;" | | + | | 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> Post individual jobs |
|- | |- | ||
| − | | colspan="4" style="width: 265px;" | | + | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Post all jobs |
|- | |- | ||
| − | | | + | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Review jobs before posting |
| − | | | ||
| − | |||
| − | |||
|- | |- | ||
| colspan="4" | | | colspan="4" | | ||
|- | |- | ||
| − | | | + | | class="headerMainTitles" colspan="4" | Job Details |
| − | | | ||
| − | |||
| − | |||
|- | |- | ||
| − | | | + | | colspan="4" | [[File:MobileReview2 ccexpress.png|MobileReview2 ccexpress.png]] |
| − | | | ||
| − | | | ||
| − | |||
|- | |- | ||
| − | | colspan="4" | | + | | class="navigationTitles" colspan="4" | Overview |
|- | |- | ||
| − | | | + | | colspan="4" style="width: 265px;" | The job details tab displays the job information. |
| − | | | ||
| − | |||
| − | |||
|- | |- | ||
| − | | | + | | class="headerMainTitles" colspan="4" | Fields |
| − | | | ||
| − | |||
| − | |||
|- | |- | ||
| − | | class=" | + | | 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;" | | ||
|- | |- | ||
| − | | colspan=" | + | | 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;" | |
|- | |- | ||
| − | | | + | | 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;" | |
|- | |- | ||
| | | | ||
| Line 68: | Line 54: | ||
|- | |- | ||
| colspan="4" | [[File:MobileReview3 ccexpress.png|MobileReview3 ccexpress.png]] | | 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. | ||
|- | |- | ||
| | | | ||
| Line 74: | Line 64: | ||
| | | | ||
|- | |- | ||
| − | | | + | | 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;" | | ||
| + | | 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=" | + | | class="fieldGrayBackgrounds" colspan="2" | [[Glossary#TransactionDesc|Description]] |
| + | | class="fieldGrayBackgrounds" colspan="2" | | ||
|- | |- | ||
| − | | | + | | 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;" | |
| − | | | + | | class="fieldGrayBackgrounds" style="width: 362px;" | |
| − | | | + | | class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#TransactionExtPrice|Ext Price]] |
| − | | | + | | class="fieldGrayBackgrounds" style="width: 446px;" | |
|- | |- | ||
| | | | ||
| Line 101: | Line 111: | ||
|- | |- | ||
| colspan="4" | [[File:MobileReview5 ccexpress.png|MobileReview5 ccexpress.png]] | | 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. | ||
|- | |- | ||
| | | | ||
| Line 107: | Line 121: | ||
| | | | ||
|- | |- | ||
| − | | | + | | 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;" | |
| − | | | + | | 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;" | | ||
| + | | class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#TransactionExtPrice|Ext Price]] | ||
| + | | class="fieldGrayBackgrounds" style="width: 446px;" | | ||
|- | |- | ||
| | | | ||
| Line 129: | Line 160: | ||
| | | | ||
|- | |- | ||
| − | | | + | | class="headerMainTitles" colspan="4" | Transactions Purchases |
| − | | | + | |- |
| − | | | + | | colspan="4" | [[File:MobileReview7 ccexpress.png|MobileReview7 ccexpress.png]] |
| − | | | ||
|- | |- | ||
| − | | | + | | class="navigationTitles" colspan="4" | Overview |
| − | | | ||
| − | |||
| − | |||
|- | |- | ||
| − | | | + | | colspan="4" style="width: 265px;" | Displays a list of the other transactions on the service ticket. The transactions can be edited. |
| − | | | ||
| − | |||
| − | |||
|- | |- | ||
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| Line 149: | Line 173: | ||
| | | | ||
|- | |- | ||
| − | | colspan="4" | [[File: | + | | colspan="4" | [[File:MobileReview8 ccexpress.png|MobileReview8 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#TransactionDesc|Description]] |
| − | | | + | |} |
| + | |||
|- | |- | ||
| − | | | + | | class="fieldGrayBackgrounds" colspan="2" | [[Glossary#Servicer|Servicer]] |
| − | | | + | | class="fieldGrayBackgrounds" colspan="2" | [[Glossary#agreements_Number|Agreement]] |
| − | | | ||
| − | | | ||
|- | |- | ||
| − | | | + | | class="fieldGrayBackgrounds" style="width: 265px;" | |
| − | | | + | | 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#transactionDescription|Description]] |
| − | | | + | | class="fieldGrayBackgrounds" colspan="1" | |
| − | | | + | | class="fieldGrayBackgrounds" colspan="1" | [[Glossary#TransactionVendor|Vendor]] |
| − | | | ||
|- | |- | ||
| − | | | + | | class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#TransactionDate|Trans Date]] |
| − | | | + | | class="fieldGrayBackgrounds" style="width: 362px;" | |
| − | | | + | | class="fieldGrayBackgrounds" style="width: 362px;" | [[Glossary#TransactionUnits|No. Units]] |
| − | | | + | | class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#TransactionTaxable|Taxable]] |
|- | |- | ||
| − | | | + | | class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#SalesUOM|UOM]] |
| + | | class="fieldGrayBackgrounds" style="width: 362px;" | | ||
| + | | class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#TransactionExtPrice|Ext Price]] | ||
| + | | class="fieldGrayBackgrounds" style="width: 446px;" | | ||
|- | |- | ||
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| Line 193: | Line 213: | ||
| | | | ||
|- | |- | ||
| − | | | + | | class="headerMainTitles" colspan="4" | Job Notes |
| − | | | + | |- |
| − | | | + | | colspan="4" | [[File:MobileReview9 ccexpress.png|MobileReview9 ccexpress.png]] |
| − | | | ||
|- | |- | ||
| − | | | + | | class="navigationTitles" colspan="4" | Overview |
| − | | | ||
| − | |||
| − | |||
|- | |- | ||
| − | | | + | | colspan="4" style="width: 265px;" | Displays the job notes added to the service ticket. More notes can be added usign this form. |
| − | |||
| − | |||
| − | | | ||
|- | |- | ||
| − | | | + | | class="headerMainTitles" colspan="4" | Fields |
| − | | | ||
| − | |||
| − | |||
|- | |- | ||
| − | | colspan="4" | [[ | + | | class="fieldGrayBackgrounds" colspan="4" style="width: 265px;" | [[Glossary#NoteContent|Note]] |
|- | |- | ||
| − | | | + | | class="fieldGrayBackgrounds" colspan="2" style="width: 265px;" | [[Glossary#NoteInternal|Internal]] |
| − | | | + | | class="fieldGrayBackgrounds" colspan="2" style="width: 362px;" | [[Glossary#NotePrintOnTicket|Print]] |
| − | | | ||
| − | | | ||
|- | |- | ||
| | | | ||
Latest revision as of 08:27, 10 January 2023
| ||||||
| 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 | ||||||
| ||||||
| 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 | ||||||
| ||||||
| Overview | ||||||
| Displays a list of the labor transactions on the service ticket. The transactions can be edited. | ||||||
| ||||||
| Fields | ||||||
| ||||||
| 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 | ||||||
| ||||||
| Overview | ||||||
| Displays a list of the materials transactions on the service ticket. The transactions can be edited. | ||||||
| ||||||
| Fields | ||||||
| ||||||
| Servicer | Agreement | |||||
| Warehouse | Cost Type | Equipment | Covered | |||
| Description | No. Units | |||||
| Trans Date | Price | Taxable | ||||
| UOM | Ext Price | |||||
| Transactions Purchases | ||||||
| ||||||
| Overview | ||||||
| Displays a list of the other transactions on the service ticket. The transactions can be edited. | ||||||
| ||||||
| Fields | ||||||
| ||||||
| Servicer | Agreement | |||||
| Cost Type | Equipment | Covered | ||||
| Description | Vendor | |||||
| Trans Date | No. Units | Taxable | ||||
| UOM | Ext Price | |||||
| Job Notes | ||||||
| ||||||
| Overview | ||||||
| Displays the job notes added to the service ticket. More notes can be added usign this form. | ||||||
| Fields | ||||||
| Note | ||||||
| Internal | ||||||
