Help
and How-to
Help
and How-to
The Call Details Page is available from the Incomplete Calls, and completed Calls screens.
It shows all the details of a particular call and allows you to change many of those details.
This page has two special function icons: export and print.
Click the excel
icon 
to export this page to an excel compatible
file.
Click the printer
icon 
at the top right to print this page.
Red and white buttons, like Parts
Order ,
and Update
,
are action buttons which allow you to change the information presented
in the subject sections.
For example, in the Product section, click Parts
Order to
display the Parts Order screen, to
order parts for that product.
In other sections, you display and make a choice from a drop down menu,
then click the action button to select that choice.
When you change an item, the database and form is updated immediately, rather than later or overnight.
Call Status Tracking indicates status changes and/or service call progress.
Scroll all the way to the bottom of the screen to see Call Status Tracking.
Click Return to go to the previous screen. (Never use the browser Back button.)
CAUTION:
In the Completion section, the Complete
and Submit button
does two things:
It changes the status to Complete and submits the claim
—after
which you cannot make any changes
to the call or claim.
A claim should ONLY be submitted when a repair is complete.
Note:
Calendar and icon buttons may require pop-up blockers be turned off, or may require Java updates.