Repair Status Setup
You can create individual repair statuses and the associated conditions in TRASER DMS 365 on the Repair Status Setup page. Please proceed as follows:
- Use the quick search (ALT+Q) to find the page Repair Status Setup.
- On the Repair Status Setup page, click on New in the menu bar.
- Complete the columns according to the table below.
| Column | Description |
|---|---|
| Code | Enter a unique code for the repair status, e.g. 1 - OPEN or 6 - Finished. |
| Description | Enter a specific description for the repair status. |
| Service Order Status | Enter the service order status that you would like to link to this repair status. As soon as this repair status code is entered in a Service Order , the service order status is automatically adjusted according to the linked status. |
| Priority | Enter the priority level for the repair status. |
| Initial | If you activate this checkbox, this indicates that the repair status shows the start of a service and that no service has been performed so far. This checkbox can be activated for only one repair status at a time. |
| In Process | If you activate this checkbox, this indicates that the service is being carried out and the item is in process. This checkbox can be activated for only one repair status at a time. |
| Finished | If you activate this checkbox, this indicates that the service has been performed successfully. This checkbox can be activated for only one repair status at a time. |
| Set Finishing Date | If you activate this checkbox, the repair status sets the finishing date when selected in a service worksheet. Any subsequent status where this option is also activated does not change this date; the original value remains unchanged. However, if a status for which the checkbox is not activated is selected, the finishing date will be reset. |
| Partly Serviced | If you activate this checkbox, this indicates that the service hasn’t been completed yet. This checkbox can be activated for only one repair status at a time. |
| oc Terminal Closed | If you activate this checkbox, this indicates that the terminal for time tracking is closed. This checkbox can be activated for only one repair status at a time. |
| Referred | If you activate this checkbox, this indicates that the service for this Item has been referred to another resource. The service item hasn’t been processed yet. This checkbox can be activated for only one repair status at a time. |
| Spare Parts Ordered | If you activate this checkbox, this indicates that another item was needed for the service and that this item has been ordered. This checkbox can be activated for only one repair status at a time. |
| Spare Parts Received | If you activate this checkbox, this indicates that another item was needed for the service and that this item has been received. This checkbox can be activated for only one repair status at a time. |
| Waiting for Customer | If you activate this checkbox, this indicates that you are waiting for a response from the customer. This checkbox can be activated for only one repair status at a time. |
| Quote Finished | If you activate this checkbox, this indicates that a quote has successfully been created. This checkbox can be activated for only one repair status at a time. |
| Posting Allowed | If you activate this checkbox, you can always post service orders that contain service items with the selected repair status. |
| Pending Status Allowed | If you activate this checkbox, you can change the status of a service order manually at any time to Open, provided it contains a service item with the selected repair status. |
| In Process Status Allowed | If you activate this checkbox, you can change the status of a service order manually at any time at In Process, provided it contains a service item with the selected repair status. |
| Finished Status Allowed | If you activate this checkbox, you can change the status of a service order manually at any time to Finished, provided it contains a service item with the selected repair status. |
| On Hold Status Allowed | If you activate this checkbox, you can change the status of a service order manually at any time to On Hold, provided it contains a service item with the selected repair status. |
| Query Counter | If you activate this checkbox, a prompt to insert the counter reading is displayed whenever you select this repair status in the service worksheet. |
| Check open Checklists | If you activate this checkbox, a check regarding undefined checklists is performed when the repair status is selected. If there are undefined checklists, the repair status cannot be selected. |
| Apply Service Charges | If you activate this checkbox, the previously defined service charges are automatically added. This checkbox can only be activated if the repair status is set to Finished . The service charges are calculated on the basis of the total amount. |
| Relevant for Service | If you activate this checkbox, the selected repair status will be synchronized with the Service app. |
| Relevant for Servicesync | If you activate this checkbox, the order will no longer be displayed in the Service app. |
You have successfully set up a repair status.