1. Material and RMA orders. 2. Send event to my outlook calendar. 3. Engineers allowed to see other engineers calendars (Read-only access)

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Howard Fowler
6 years ago
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2 1. Material and RMA orders Added under the Parts Requested component in the call details. 2. Send event to my outlook calendar DGP events can be now sent to the engineer s Outlook 3. Engineers allowed to see other engineers calendars (Read-only access) Engineers can see the other engineers calendar but none event can be added nor modified 4. Channel Partners access enablement to DGP Mobile tool

3 2 1 Download app from here: 3 4

4 Once the engineer enters the main screen, the list of My Calls will be displayed. You can search for other calls by using the filters right menu. - I am an engineer: I will see my assigned calls - I am a manager: I will see the list of my team calls

Top banner info A counter of alerts pending to read: A counter of my assigned calls is always displayed as a red bullet on the top screen banner: A counter of the number of filtered calls is

5 Top banner info A counter of alerts pending to read: A counter of my assigned calls is always displayed as a red bullet on the top screen banner: A counter of the number of filtered calls is displayed as a red bullet on top of the magnifier icon: Call list elements 12 The list of calls include the most relevant information for each call such as a color coding to visually indicate the most relevant statuses Call severity Call status 3 chars abbreviation (closed, new, dispatch, ) The ball color changes according to the call severity: A Red B Orange C Yellow S White The left color bar depends on the QAD update requests status: Error Red Pending Orange No request pending None The appointment icon will be shown if a visit to the end user has been scheduled: The call icon will be show if the end user has been contacted

Header Buttons Allow to refresh information, send an email

General info Information about the call itself is shown.

provided: serial number and installation date.

Parts requested (Material orders and RMA orders)

6 Header Buttons Allow to refresh information, send an to care center and edit call data. General info Information about the call itself is shown. End user details Information about the End User is provided: contact information. Appointment with Customer: Allows the call owner to set up an appointment. If it s already set, information about visit date will be shown. Product details Information about the related product is provided: serial number and installation date. Call Lines Information about labor and parts. Parts requested (Material orders and RMA orders) Information regarding the parts requested for the specified product is provided. Parts container open by default. Dispatching history History of the call s different dispatch statuses. Call History Information about call changes (Status, Owner, Sev.).

My Calls (FSE logged on) Calls where the FSE is the

Dispatch 1 st Callback 2 nd BO-SPO 3 rd OnSite 4 th

etc ) and Open Date (from newer to older) Other possible

option, allowing to change filters or order.

itself, that means That the engineer owns a line.

7 My Calls (FSE logged on) Calls where the FSE is the owner or owns a line are listed and sorted by status: Dispatch 1 st Callback 2 nd BO-SPO 3 rd OnSite 4 th Commited 5 th Monitor 6 th Severity (A 1 st, B 2 nd. etc ) and Open Date (from newer to older) Other possible orders to filter: When filtering, the list can be also sorted by engineer or severity. The Set as My calls option will redefine the My Calls option, allowing to change filters or order. If The Owner appearing in the list is not the engineer itself, that means That the engineer owns a line. My Calls (Manager logged on) Calls assigned to Manager or to his FSEs are listed and sorted in the same way as for the FSE

8 Description This screen will show the 50 last alert messages received by the engineer regarding calls and events. Once the user enters this screen, pending messages will be checked as read.

3 Monthly view The vents in the monthly view are represented by a colored ball, the meaning of the colors is: Black: There s at least one Unavailable event that day.

9 3 Monthly view The vents in the monthly view are represented by a colored ball, the meaning of the colors is: Black: There s at least one Unavailable event that day. Blue: There s a full day event, but the Engineer is available. Green: There s an event that will no take the whole day and the Engineer is available. Daily view In this view, the events of the day will be show: By tapping an event, the details will be shown (allowing to update or delete). By long tapping an event, the system will ask if we want to delete it. By tapping outside event, the create event screen will appear. The top right side menu will allow the user to view other engineers calendar. Only the managers will be able to create or modify any event from another engineer s calendar.

10 1 2

11 2 1 3

12 2 3 dispatched! 1 NEW PROCESS 4

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14 2 1 3

16 2 1! 3

17 1 2 4 * 3

18 2 1! 3

20 1 2

21 2 3 dispatched! New 1 New 4

22 2 3 dispatched!

23 1. Calendar new features: Event drag and drop Bank holidays automatically import using an excel containing them 2. Reports: Notifications report implemented All the reports improved in look & feel 3. Mobile notifications: Users can configure the reception of mobile notifications and s by using the corresponding checkbox located in My Account screen A custom notification module enabled in My Account screen letting the user to subscribe to a certain call notifications from a specific end user.

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