Using the recommendations interface

Summary

To access a specific section of this document, click one of the links below:

• Adding or Modifying a Recommendation
• Viewing and Entered, Ongoing or Completed Recommendation

 

Steps

Adding or Modifying a Recommendation

Recommendations that can be added or modified from the Recommendations interface are those regarding equipment, human resources or something else (other). Though all recommendations can be viewed in the interface, those regarding service calls, projects, or project work orders can only be added or modified in the Service, Project or Field Work Orders interfaces.

1. On the Recommendations page, select the Entered status.

A search field allows the filter of a recommendation list according to the creation date, the type, the customer, the piece of equipment, the description, the follow-up date, or the follow-up comment.

2. To add a new recommendation, press + Add a Recommendation. To modify an entered recommendation, press it.
3. On the Recommendation page, select the appropriate Topic. The Other option defaults for all new added recommendations.
4. Complete the page’s required fields.
   Fields

Field	Used to
Topic*	Identify the recommendation’s topic. Users can choose between one of the following: Other Equipment HR
Type	Specify the recommendation type. NOTE: Users define recommendation types in maestro*, in the Define Recommendation Types option. Types allow recommendations to be easily classified and provide a quick way to identify what kind of information can be included. Examples of recommendation types are business opportunities, maintenance, faulty equipment, follow-up required, note in employee file, etc.
Customer	Select the customer linked to the recommendation from the active customers configured in maestro* if, for instance, this customer requires a follow-up visit.
Contact	Select the contact from those listed for the chosen customer.
Contact Name	Enter the name of a contact essential to the follow-up or if no one was selected previously.
Equipment	Select the equipment for which a recommendation is created. This field is only available if the Recommendation Topic is set to Equipment. NOTE: Maestro*MOBILE displays the equipment available in Equipment Management: maestro* > Equipment > Preventive Maintenance > Maintenance > Equipment Management.
Employee Concerned	Select the employee linked to the recommendation, if needed. This field is only available if the recommendation Topic is set to HR. NOTE: The employee list displayed in maestro*MOBILE can be limited based on the user’s security level.
Description*	Enter all information pertaining to the recommendation. NOTE: Select a predefined sentence if needed.
Follow-Up Date	Enter a follow-up date intended for the maestro*MOBILE user.
Follow-Up Contact	Select a contact from the customer as a resource for the user regarding the follow-up.
Follow-Up Contact Name	Enter the name of a contact from the customer as a resource for the user regarding the follow-up if no one was selected previously.
Follow-Up Comment	Enter any other comment pertaining to the follow-up. NOTE: Select a predefined sentence if needed.

The Follow-Up Date, Contact, Contact Name, and Comment fields are only displayed once the recommendation is saved. A maestro*MOBILE user who wants to complete these fields during the initial entry must first Save the Recommendation page, then return to recommendation to fill out the section related to the follow-up.

5. Press + Add Document/Photo to attach a picture or document to the recommendation.

View the Documents and Photos topic to find out about all the features of this tool.

6. Press Save to ensure all the information contained on the page is saved and to return to the Recommendations page. It is only at that moment that the recommendation also becomes available in maestro*.

The recommendation’s status will remain Entered until it is modified in maestro*. An equipment, human resources or other recommendation can be modified as often as needed, as long as its status is Entered.

 

Viewing an Entered, Ongoing, or Completed Recommendation

1. On the Recommendations page, press the Entered, Ongoing, or Completed name. Only recommendations corresponding to the selected status will be displayed.
2. Press a recommendation to view its content. Do not forget:
   • The content of a recommendation whose status is Ongoing or Completed cannot be modified unless that status is modified in maestro*, at the head office.
   • The content of a recommendation whose status is Entered and involves a service call, project or project work order can only be viewed in the Recommendations interface. To make a change, the user must access the recommendation from the interface where it was originally created, either Service, Project, or Field Work Orders.
3. Press the Previous icon to exit the recommendation’s page.

 

See also

• Recommendations Interface
• Recommendations Interface Icons

 

Last modification: août 06, 2024