Overview

Below outlines the differences between the Advanced Repair Plan screen and the original Repair Plan screen: 

Using the Advanced Repair Plan Screen

ICON KEY

Editing a Vehicle's Default Repair Plan

Changing the Repair Plan Template

For information on setting up Repair Plan Templates see this help document: Repair Plan Templates

On a new Folder, the repair plan template will default to the template you have set up to use as the company default:

This will automatically set the stages contained within that template 

To change the template for the vehicle select the alternate template from the drop-down list: 

Note: it will not allow you to change a template if you have already started any stages. You must undo any activity before changing the template

Your repair plan will now show the default steps for the Template you selected

Adding a Stage

To add a new status to the Folder's repair plan:

   1. Select the line in the grid that you want the new stage to appear BEFORE

   2.  Click the New button on the button bar

   3. Select the Stage

   4. Click Save 

It will now appear as that sequence number and any statuses following will be moved down a sequence. 

Removing a Stage

To remove a stage from the Folder's repair plan:

   1. Select the status you would like to remove

   2. Click the delete button on the button bar

Note: you cannot delete a status with activity (started or started and completed). 

Re-Ordering Stages

To re-order the stages in a vehicle's default repair plan:

   1. Select the stage you would like to move

   2. Click the up or down arrow on the right-side of the screen 

Starting and Completing a Repair Plan Stage

Once the Folder has been marked as Arrived, a play button will appear on the line for each stage, indicating that the stage can be started

When you click the play button, the Actual Start date and time will populate:

You will then have two choices:

   1. Undo the Stage Start. This will remove the date and time in the Actual Start column

   2. Mark Stage End. Click the stop button to complete the stage. This will populate the date and time in the Actual End column

You will mark each stage as started and completed until you've marked your last stage as completed. You will not be able to mark the Folder Repairs are Complete date until all stages have been ended. 

Tip: if the Folder did not go through a stage during the repair, simply remove it from the Repair Plan using the delete button. 

Stage Status

Started: Stage has been started 

Completed: Stage has been completed

Suspended: On the Production Holds setup screen, an option exists to "Suspend Repair Plan" when a Hold is activated. If a Hold with "Suspend Repair Plan" is activated, the Status column on the In Process grid will show "Suspended". The Stage Start and Stop buttons will be hidden on the Repair Plan screen and the user will not be able to change the repair stage until the hold is removed.

Quality Control

If Quality Control items have been set up, you will see these listed for each applicable stage at the bottom of the Repair Plan screen. 

See this Quality Control document for more information on completing Quality Control. 

Editing the Actual Start or Actual End Date or Time

If a user forgot to start or end a status at the actual time it occured, a user with permission can overwrite the date and time. 

To edit, simply click within the column and replace the text with the proper date and time. 

Your company can now choose from some additional preference settings:

1) Allow multiple stages to be open/started simultaneously (current default)

2) Only allow one stage to be open/started at once. Users must close the active stage before starting a new stage.

--Plus, choose from option 1) or 2) or 3) below--

1) Default: The repair plan will stay in its set order, stages can be started and stopped out of order as needed without affecting other stages (current default).

2) Reorder: If a stage is started out of sequence, it will be reordered to be the next in sequence. For example, if Teardown (Seq 3) is complete and Body is started next (Seq 6), Body will be reordered to show as Seq 4. At the end of the repair plan, any unused stages will show in white at the bottom & should be deleted.

3) Close Between: If a stage is started out of sequence, it will automatically start and stop any stages in between.

If you are interested in implementing any of these new settings, please contact Nexsyis Support