Inspect - RO Flags

Inspect - RO Flags

Overview

This article discusses Inspect Dashboard Flags and which users can select these flags.

Resolution

RO flags in Inspect provide information about ROs at a glance. The Dashboard Legend defines the RO Flags under “ROW Highlights”.

RO has some/all Parts Not in Stock

What triggers it?

The green flag is pretty self-explanatory. This flag represents ROs that have parts that are currentlyNOTmarked as In Stock.

How is it removed?

When the parts triggering the flag are marked as In Stock or manually.

Which roles can select/deselect it?

Super System Admin, Manager, and Advisor

RO is Waiting for Warranty

What triggers it?

When work needs to be approved by the party over the warranty. This flag is added manually by a user.

How is it removed?

Manually by a user.

Which roles can select/deselect it?

Super System Admin, Manager, and Advisor

RO is Waiting for Customer

What triggers it?

When users are waiting for the client to approve ASRs. This is done manually by a user.

How is it removed?

Manually by a user.

Which roles can select/deselect it?

Super System Admin, Manager, and Advisor

RO is on Hold

What triggers it?

The car is put on hold by the technician when they are working on other vehicles. This is manually done by the technician. This flag is also triggered when an RO goes from Approval Mode to Repair Mode and the “Force technicians to click 'Start Working'” setting is enabled in Admin > Settings > Permissions.

Mode to Repair Mode and the “Force technicians to click 'Start Working'” setting is enabled in Admin > Settings > Permissions.

How is it removed?

Manually by a user or when the technician selects “Start Working” for the second case.

Which roles can select/deselect it?

Super System Admin, Manager, and Technician

NOTE: This flag cannot be added by the Technician if the RO is in Approval or Review Mode.

RO Flags on the Route Sheet

To enable RO Flags on the route sheet: You or a CSA admin will go to Admin will go to Admin>Settings>Custom Repair Order Flags and check the option "Show custom flags on Route Sheet", then select Save.

NOTE:The CSA Admin may require the following Role Permissions to modify the Custom Flags:

RO Custom Flags- Read

RO Custom Flags - Read/Write

Flag Precedence

All flags have a precedence, meaning they will “cover” another flag’s color on the dashboard if more than one flag is selected. For example, if I have anOn Holdflag and aPartsflag selected, the On Hold flag would keep the RO in the dashboard highlightedorangedue to precedence.

Flag

Precedence

On Hold

Precedence over the Parts, Warranty Approval, and Customer Approval flags.

Parts

Precedence over Warranty Approval and Customer Approval flagswhen selected after them.If this flag is selected before the other two flags, the other flags will take precedence.

Customer Approval

Precedence over the Parts flagwhen selected after it.This flag always has precedence over the Warranty Approval flag.

Warranty Approval

Precedence over the Parts flagwhen selected after it.

Custom Flags

Precedence over the On Hold, Parts, Customer Approval, and Warranty Approval flags. Custom flags have precedence over other customer flags based on their order in Admin > Settings > Custom Repair Order Flags. The one at the top has precedence over the one below it, and so on.

New Note

This flag has precedence over all other flags.

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