Differences

This shows you the differences between two versions of the page.

--- call [2021/08/12 08:50] – [Clocks] darryl
+++ call [2023/06/20 08:51] (current) – external edit 127.0.0.1
@@ Line 109: / Line 109: @@
 |Fix By|The pre-generated date/time which the Call should be completed by|
 |Actual Response Time|The time which it took for the job to be attended (in hours)|
-|Call Down Time||
+|Call Down Time|The number of hours from when the Call was added, to the first time a Field Report is saved as DOWN or COMP|
-|Total Time on Site|The number of hours the Engineer was on site in total|
+|Total Time on Site|The total number of hours on Site, across all Field Reports|
-|Total Call Time|The time from logging the Call to completing it|
+|Total Call Time|The time from logging the Call to the first Field Report which is set to COMP|
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 ==== Call Parts ====
+The Call Parts tab has 2 sections, and is used for both Part Requests and Call Parts. Part Requests are used by Engineers to let the office know of any Parts which they need on their vans, whereas Call Parts are added to the Call by the office users to suggest Parts to the Engineer for the job.
+{{ :callpartstab.png?nolink&800 |}}
+To add a Part Request or Call Part, click the Add button and fill in the pop-up window. Once you've saved the line, there will be an edit/delete option to the right of each line. Having an outstanding Part Request against a Call will show the Call Parts with a red number against the tab.
+{{:partrequestadd.png?nolink&300 |}}
+{{ :callpartadd.png?nolink&300|}}
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+To dispatch a Part Request, click the Dispatch Parts button. In the pop-up window, select the Stock Site you wish to transfer the Parts from, and the quantity. When you click Save, the Stock will be moved to the Engineer's Stock Site, and the on-screen 'Qty Outstanding' should then change to reflect the updated values.
+{{ :callpartstabdispatch.png?nolink&400 |}}
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 ==== Attachments ====
+The Attachments tab is used to store files against a record. Many screens have an attachments tab, but all function in the same way.
+{{ ::attachments_list.png?nolink&800 |}}
+To add a new Attachment, click the 'Add Attachment' button or drag & drop your file onto the yellow box.
+You can then view and download these whenever you need to using the eye and download buttons on the record.
+To Edit an attachment, click on the pencil icon on the left of the list. This will open up the edit window where you can re-upload it, change the description or change it's privacy settings.
+{{ :attachment_add.png?nolink&600 |}}
+Public and Private attachments are visible or invisible to Mobile users respectively.
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 ==== Convert ====
+The Convert tab isn't a tab as such, it's a dropdown which gives you the option to convert your Call into a Quote. Clicking this will give you a pop-up window to confirm this, and then it will transfer you to the Quote Add page, with details populated from the Call.
+For more information, please see the [[Quote]] page.