Using the Buttons on the Appointment Detail - Service Form

Select Clock On/Off to either clock on to an operation or clock off from an operation.

If the user is not currently clocked on, selecting Clock On/Off will clock on the user and display the clocked on date and time.

If the user is currently clocked on to the current SRO, selecting Clock On/Off opens the SRO Labor Entry - Service form, with the associated SRO, line, operation, and partner work code information displayed, and the duration of the work based on the time elapsed since the user clocked on.

On a mobile handheld device, if the user is currently clocked on to a different SRO, a message is displayed that asks if you would like to clock on to the new SRO. If you select Yes, the SRO Labor Entry - Service form is opened, with the information described above. In the back office, or on other devices, if the user is currently clocked on to a different SRO, they are prompted to clock off the current SRO before the clock on time is captured for the new SRO.

Select Materials to open the SRO Material Entry - Service form, with the associated SRO, line, and operation information displayed. Use this form to record any inventory materials used while performing the work.

Select Labor to open the SRO Labor Entry - Service form, with the associated SRO, line, operation, and partner work code displayed. Use this form to record the amount of time required for an operation and the type of labor performed. You can bypass this step if utilizing the clock on/clock off functionality.

Select Miscellaneous to open the SRO Miscellaneous Entry - Service form, with the associated SRO, line, operation, and partner miscellaneous code displayed. Use this form to record any expenses, such as car rental, meals, or unexpected hardware purchases made while performing the service.

Select Reason/Resolution to open the SRO Reason/Resolution - Service form or the Incident Reason/Resolution - Service form. Use these forms to edit and add reasons and resolutions for the selected SRO or incident.

Select Work Order to open the Work Order - Service form, where you can view all of the material, labor, and miscellaneous expenses that have been entered for the selected SRO. You can also use this form to capture a signature from a customer.

Select Incident to open the New Incident - Service form. Use this form to record issues encountered while working on-site.

Select to open the New Appointment - Service form. Use this form to create a new appointment for the reference that is associated with the current appointment.