Service Item Damages

This chapter describes how to handle damages to a service item. The chapter is divided into the following sections:

Recording Service Item Damages

This section describes how to record a service item damage.
Do the following:

  • Use the quick search in TRASER DMS 365 (Alt+Q) to find the page Service Items.
  • The page Service Items is displayed.
  • Select the service item that you would like to record a damage for.
  • The service item card is displayed.
  • If you want to record a damage, click on Process in the menu bar.
  • Click on the menu option Show Damages.

Service Item Card

  • The page **Service Item Damages ** is displayed.
  • Click ** Damages** in the menu.

Service Item Damages

  • Click on the menu option Create New Damages.
  • The window Edit – Service Item Damages is displayed.
  • Click New in the menu.
  • Complete the following information:

Create Service Item Damage

Column Description
Date of Registration Enter the date on which the damage was recorded in this column. Type in h, to use the current date.
Damage Description Enter a description of the damage in this column.
No. of Pictures This column shows the number of pictures for the damage. Since you just created the damage there are no pictures saved yet. Add pictures by executing the following steps:
  • Click Close to close the window.
  • The damage is displayed in a new line in the list. The damage is already allocated to the selected service item.
  • To add pictures to the damage, click Damages in the menu.
  • Click on Modify Damage in the menu.

Modify Damage

  • The window Edit – Add or modify damage is displayed.

Add Images

  • Click on the Import option in the Damage Pictures panel.
  • In the displayed dialog window, click on the Choose… option to upload a picture. Repeat these steps if you want to upload more pictures. The first uploaded picture will automatically be used as the cover picture of the damage.
  • Click on Close to close the Edit – Add or modify damage… window and get back to the Service Item Damages page.

You have created a damage and added damage pictures to the recorded damage.
This section describes how to link a damage to a service order (e.g. Repair order).

This section describes how to link a damage to a service order. The link will be displayed on the Service Item Damages page. The link allows you to switch directly from the Service Item Damages page to the linked document (e.g. to the repair order).
To link a damage to a service order, proceed as follows:

Note

There has to be an open damage recording for the service item to proceed with the following description. How to record a damage to a service item is described in the Record the service item damages section.

  • Use the quick search in TRASER DMS 365 (Alt+Q) to find the page Service Orders.
  • The page **Service Orders ** is displayed.
  • Create a new service order for the repair of the damage at the service item or select an already existing service order.
  • The service order is displayed.
  • Click in the Lines panel on the line with the service item which has an open damage.
  • In the Lines panel, click on Line.
  • Click on the Service Worksheet menu option.

Open Service Worksheet

  • The Service Worksheet page is displayed.
  • Click ** Damages** in the menu.
  • Click on Link Damage.
  • The page **Service Item Damages ** is displayed. All open damages at this service item are displayed in this list.
  • Select the open damage and click OK.

Link Damage

  • In the Service Worksheet window in the Lines pane a new line with the damage description will be added.

You have linked an open damage with a service order.
If you post a service order, the date of repair will be added automatically and the value in the Service Document Type column in Invoice will be changed.

Open a document with a linked damage

This section describes how to search and open a document which is linked to a damage (e.g. Repair order).
Do the following:

  • Use the quick search in TRASER DMS 365 (Alt+Q) to find the page Service Items.
  • The page Service Items is displayed.
  • Click on the service item which you are associating with a document linked to a damage.
  • The service item card is displayed.
  • Click Process in the menu.
  • Click on the menu option Show Damages.

Service Item Card

  • The page Service Item Damages is displayed. All damages recorded for this service item are displayed here.
  • Use the information in the Damage Description column to find the damage that you want to open the applicable document for.
  • Click Damages in the menu.
  • Click on the menu option Open Service Document.
  • The document linked to the damage is displayed.

You have opened the service document linked to the damage.
This section describes how to remove the link between a recorded damage and a service document.

This section describes how to remove the link between a service item damage and a document.
Do the following:

  • Use the quick search in TRASER DMS 365 (Alt+Q) to find the page Service Items.
  • The page Service Items is displayed.
  • Click on the service item for which you want to remove the link between the damage and the document.
  • The service item card is displayed.
  • Click Process in the menu.
  • Click on the menu option Show Damages.

Service Item Card

  • The page Service Item Damages is displayed. All damages recorded for this service item are displayed here.
  • Use the information in the Damage Description column to find the damage for which you want to remove the link to the document.
  • Click Damages in the menu.
  • Click on the menu option Open Service Document.
  • The service document is displayed.
  • In the Lines pane, select the service item for which you want to remove the link between the document and the damage.
  • Click in the Lines panel on Line.
  • Click on the Service Worksheet menu option.

Open Service Worksheet

  • The Service Worksheet page is displayed.
  • In the Lines pane, delete the line with the damage description.
  • Close the window Service Worksheet.

You have deleted the damage line from the service order. Note down or keep the damage description / service order number in mind to remove the damage link. Do the following:

  • Use the quick search in TRASER DMS 365 (Alt+Q) to find the page Service Items.
  • The page Service Items is displayed.
  • Click on the service item for which you want to remove the link between the damage and the document.
  • The service item card is displayed.
  • Click Process in the menu.
  • Click on the menu option Show Damages.

Service Item Card

  • The page Service Item Damages is displayed. All damages recorded for this service item are displayed here.
  • Select the damage by the noted damage description or service order number.
  • Click on the menu option Remove Damage Service Order.
  • The damage link between documents and damage is removed.

The damage can now be linked to a different service document.