Using Status Codes and Work Types
Status Codes and Work Types are helpful in organizing Estimates and Repair Orders.
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Status Codes are used to place Repair Orders in the correct Work In Progress container, color code the schedule, and identify the status of the Estimate or Repair Order.
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Example: Awaiting Inspection, Waiting on Parts, Work Complete.
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Work Types are used to color code the schedule and identify the job type of the Estimate or Repair Order on both the Work document and in the WIP details.
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Example: Diagnostic, General Repair, Smog.
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Adding Status Codes to a Work Document
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If you haven't already, set up the Status Codes.
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On the Work document, select an option from the Status drop-down menu.
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Choose one of the following:
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On the Repair Order, click Update R/O.
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On the Estimate, click Estimate.
Adding Work Types to a Work Document
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If you haven't already, set up the Work Types.
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On the Work document, select an option from the Work Type drop-down menu.
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Choose one of the following:
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On the Repair Order, click Update R/O.
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On the Estimate, click Estimates.
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