Vehicle Center - In Process Tab

Overview

The In Process tab is used for displaying vehicles in production (have an arrival date, but have not been marked with a completed date). It's flexible with setting the columns, filtering and grouping-by, adding and editing views and flags, and more.

Customizing Columns and Filtering

You can customize the columns that you see on the grid, as well as filter by each data point. Please see this help document for more information: Grid Functionality

**To add the search bar to your In Process Screen: Click on the screen and do "CTRL + F" on your Keyboard, then right-click over the grid and select "Save My Grid Layout". This will save the search bar to your screen.**

Views

“Views” can be set up at the top of the screen to establish preset views of columns and filters.

Change view

Select a new view from the drop-down list

Set the selected view as default

Right-click over the grid and select "Set Selected View as Default". This will load this view by default when you first open the tab

Adding/Editing a View

Once you've made your grid column changes, you can save these as a new View. Click the "New View" to add a new View to your list.

If you have permission (Transaction Permission: "Allow Editing of System Vehicle Center Grid Views") to create System views (will show in all users' lists), you will see the "System View" checkbox when naming your new view.

To Edit a View: Adjust your columns, set any filters and click the New button- leave the name the same as the current name and click "OK" (this will effectively overwrite the current view).

Delete a View: Click the delete button. Click "OK" to the prompt. Users without System views permissions will not be allowed to delete System views from their lists.

Group-By Status

Check the box to "Group by Status". This will separate the In Process grid into 3 separate grids: "In Progress" (Current Stage=Started), "Ready" (Current Stage=Completed), and "On Hold" (Current Stage= Paused).

Each grid can be individually customized and changes saved into a View at the top of the screen

Show Totals

Click the "Show Totals" button to view a totals currently showing on the grid. As you change the grid through filters, these totals will update based on the lines on the screen.

Click the button again to hide the totals.

Available Columns

Action: Notes column, allows you to type in short notes or select from a pre-set drop-down list (this list can be customized in Setup/Repair Plan-In Process/Actions. No relation to Folder Notes.

ActualStart: the date the vehicle started the current stage

Alloc: Flag indicating that labor needs to be allocated to technician.

Arrival: Date vehicle arrived (set in the Folder)

Assgn: If the checkbox for Assignment is checked on the Folder Summary tab, a "1" will show in this column

B Hrs: Total body labor hours

CAT: If the checkbox for CAT Claim is checked on the Folder Summary tab, a check mark will show in this column

Clm No: Claim number (of primary estimate)

Color: Vehicle color

CT: Cycle time (calculated using labor hours and arrival date)

Customer: Customer name

D Hours: Detail Hours

Days in Shop: The amount of days the vehicle has been in the shop.

Drop: If the Folder had a different DROP Appointment location than Folder location (from a transfer), then the Drop location will show in black

Est Status: Estimate Status - which supplement the estimate is on or how many times it has been updated.

Excp: Count of Exceptions on the Folder. If an asterisk (*) appears next to the exception, it indicates that a change has been made to the Folder which may have affected the count of exceptions. To update the count, please open the Exceptions screen.

Fleet: Fleet assigned to the folder.

F1-F8: Free-text columns which can be customized under Setup / Vehicle Center / Custom Columns

F Hrs: Total frame labor hours

Folder: Folder #

Hat No: A Hat Number can be assigned to a folder by editing the Vehicle Info in the folder. This hat no. column will appear in the grid.

H1-H8: Flag columns which can be customized under Setup / Vehicle Center / Custom Columns

Hold: Flag indicating a hold exists on the job (Needs Customer Authorization, Insurance Authorization, or Total Loss are universal Holds, your company can add custom Holds in setup/Production/Holds.

HPD: Hours per day (calculated using labor hours and internal date)

Hrs: Total hours on the job

In Date: (In Process Date) The day the car entered the first stage after arrival.

Insurance: insurance company on folder (primary estimate)

Int Wrk Days: Internal Work Days - how many work days the vehicle has been in the shop.

Internal: Date the production team believes the vehicle will be completed (set here). Will turn red if it is behind the Target Date or current date

Loc: Vehicle Location

M Hrs: Total mechanical labor hours

Make: Vehicle make

Model: Vehicle model

MCP: Missing Critical Parts - how many are still missing.

MP: Missing Parts, shows number of parts that have not yet been marked "Received". Double-click to view lines in Purchase Assistant.

MS: Missing # of sublet operations on the job (these need to be ordered & received through Purchase Assistant). Double-click to view lines in Purchase Assistant.

Paint Code: Paint Code on the vehicle. Can be added by editing the vehicle information in the folder.

Painter: The refinish tech assigned to the job.

Paint Materials: The dollar amount of paint materials on the folder.

PO Expect: Latest PO Expected date for all POs on that Folder (for instructions on setting this date see Expected Delivery Date on a PO). Double-click to view PO.

PPD: Purchase Price Difference, shows number of Purchase Price Difference exceptions on the job (AP invoice cost differs from Estimate cost). Double-click to view Exceptions.

Pre-Tax Total: The amount of the estimate before taxes.

Pri: Priority, allows you to key a numeric value to assign a priority to a vehicle

QC: The number of QC items on the folder.

R Hrs: Total refinish labor hours

Repair Category: The repair category assigned to the folder. Can be setup in the edit vehicle information screen.

Rental Name: Rental Company set on the Folder Summary screen

Rental Pay: Party paying for the rental: I (Insurance), C (Customer), S (Shop (your company)). See Rentals for how this information affect the display of the row. Tech: Body technician allocated on the job

Resource: Service Resource set on the Folder

Sch Drop Appt: The drop off appointment date.

Stage: Production stage of the vehicle. Double-click to change the status.

State: Customer state.

Status: For Advanced Repair Plan users only - this is the status of the stage ie. "Started", "Paused", or "Completed"

Target: Date customer was promised the vehicle would be completed (set in the Folder). Will turn yellow if the Target Date has been changed and red if it is behind the current date or Internal Date.

Target Change: How many times the target date has been changed.

Techs: Shows all technicians allocated on the job

Total: Total dollar amount on the job

Tow In: was the vehicle towed in.

Type: Claim type, ie. Geico ARX

VR: Flag indicating that the folder is a vehicle return. The Folder number will also show with a red background on these vehicles.

Xfer: Location the vehicle was transferred from

Year: Vehicle year

Other columns are columns used to calculate data (ie. Cycle Time) and should not be shown.

If you see any 2 letter columns that are not in this list, they are probably customized "H" (hold) columns. Check System / Setup/ Production / Holds for column descriptions

Adding a New Repair Plan Stage

Please see these help documents for more information: Advanced Repair Plan Screen , Adding a New Repair Plan Stage

Internal and Target Date Colors

Not pictured: Target Date will be yellow if it is current and has been changed from the original Target Date