Service Item Comments

This chapter describes how to create and process manage service item comments. This allows you to store additional information on the service item, e.g., required and completed service work. It is divided into the following sections:

  • Creating Fault Comments

    Creating a fault comment

    This section describes how to create a fault comment in a service order. To do so, please proceed as follows:

    • Use the quick search (ALT+Q) to find the Service Orders page.
    • Open the service order for which you want to create a fault comment.
    • Navigate to the Lines FastTab.
    • Select the service item for which you want to store a comment.
    • Click on Line > Comments > Faults in the menu bar of the FastTab.
    • To enter a new comment, click New in the menu bar.
    • Enter the current date in the Date field or press the t key.
    • Enter the text for the comment in the Comment column.

    You have successfully created a fault comment. It is then displayed in the FactBox area (ALT+F2) of the service order and can also be edited by clicking on the caption of the FactBox FastTab Fault Comments > Edit. Click on Close to save your changes. If you want to use a master data note as a fault comment, click on Fault Comments > Copy from Notes in the FactBox area and select the desired note texts in the following window. Click OK to confirm your selection.

    Creating a resolution comment

    This section describes how to create a resolution comment in a service order. To do so, please proceed as follows:

    • Use the quick search (ALT+Q) to find the Service Orders page.
    • Open the service order for which you want to create a resolution comment.
    • Navigate to the Lines FastTab.
    • Select the service item for which you want to store a comment.
    • Click on Line > Comments > Resolutions in the menu bar of the FastTab.
    • To enter a new comment, click New in the menu bar.
    • Enter the current date in the Date field or press the t key.
    • Enter the text for the comment in the Comment column.

    You have successfully created a resolution comment. It is then displayed in the FactBox area (ALT+F2) of the service order and can also be edited by clicking on the caption of the FactBox FastTab Resolution Comments > Edit. Click on Close to save your changes.

    Copying a Fault Comment Text for Resolution Comments

    This section describes how to copy the lines from the Fault Comments factbox area into the Resolution Comments factbox area. To do so, please proceed as follows:

    • Use the quick search (ALT+Q) to find the Service Orders page.
    • Select the service order for which you want to copy the fault comment text into the Resolution Comments FactBox FastTab.
    • Navigate to the Lines FastTab.
    • Select the service item for which you want to copy a comment.
    • Navigate to the Resolution Comments FactBox FastTab in the FactBox area (ALT+F2).
    • Select the Copy text from fault comments option from the menu.
    • The comments from the Fault Comments FactBox FastTab are copied into the Resolution Comments FactBox FastTab.

    You have successfully copied one or more texts into the Resolution Comments FactBox FastTab.

    Creating an internal comment

    This section describes how to create an internal comment. These are not shown on the invoice and are therefore suitable for passing on sensitive information to employees. Please proceed as follows to create an internal comment:

    • Use the quick search (ALT+Q) to find the Service Orders page.
    • Open the service order for which you want to create an internal comment.
    • Navigate to the Lines FastTab.
    • Select the service item for which you want to store a comment.
    • Click on Line > Comments > Internal in the menu bar of the FastTab.
    • To enter a new comment, click New in the menu bar.
    • Enter the current date in the Date field or press the t key.
    • Enter the text for the comment in the Comment column.

    You have successfully created an internal comment. It is then displayed in the FactBox area (ALT+F2) of the service order and can also be edited by clicking on the caption of the FactBox FastTab Internal Comments > Edit. Click on Close to save your changes.

    Upload Files via the Service Item Card

    You can add media files to a service item via the service item card. To do so, please proceed as follows:

    Note

    If the Activate toggle switch on the Azure Blob Storage Setup page is not activated for certain file types, they cannot be uploaded as media files. For further information, click here.

    • Use the quick search (ALT+Q) to find the Service Items page.
    • Open the service item to which you want to add media files.
    • Navigate to the Media Files FastTab.
    • Navigate to the Media Files FastTab.
    • Click on Upload file in the menu bar.
    • Upload the desired file using drag & drop or via the explorer.

    Tip

    To remove a media file, click on the selection field in the respective line and select the Delete Line option. Confirm the dialog window with Yes.

    You have successfully added a media file to a service item. Your entries are saved automatically.