Production Hold Flags

Production Holds are user-defined flags used to alert users about factors delaying production.

There are four system-generated hold flags that are created automatically:

• Missing customer authorization: Activated when the "Customer Authorization Received" date is unchecked on the folder.

• Missing insurance authorization: Activated when the "Insurance Authorization Received" date is unchecked on the folder.

• Vehicle is a total loss: Activated when the folder is marked as a Total Loss.

• Missing critical purchases: Activated when critical purchases have not been received.

You can set any of these system-generated hold flags to Inactive if you do not want the system to activate them.

Your company can also add additional custom hold flags if desired.

Production Hold Setup

Additional Holds can be set-up by accessing : Setup > Production> Holds

You can create a new Hold with three parameter options:

• Remove Target Date: Activating this hold removes the Target Date from the folder.

• Remove Internal Date: Activating this hold removes the Internal Date from the folder.

• Suspend Repair Plan: Activating this hold hides the Stage Start and Stop buttons on the Repair Plan screen, preventing users from changing the repair stage until

Activating a Hold Flag

You can activate a Hold Flag 2 different ways: 

1. The Vehicle Center screen (double click within the Hold column)
    

    Or the Summary screen of the customer folder (click the edit button next to "Hold Flags.") 
    

System-generated hold flags can not be manually checked or unchecked. To activate a manual hold, check the box of the hold you would like to activate and click Save. The UserID and Date will be recorded. 

Each time a hold is made, a note is added to the folder detailing the hold.