Visit Type Management
OBJECTIVE
The Visit Type Management option is used to define a database of various types of visits available when entering planned maintenance contract visits. This makes it possible to identify the type of visit required for each of the visit dates. You can also print a short text on maintenance to be performed or create notes that can be used in the Enter a service Call, Return from a Service Call or Preparation options.
Steps
|
maestro* > Service Management > Maintenance > Configuration > Visit Type Management (Web) |
Creating a visit type
- Click the New icon.
- Enter the required information in the Main Fields tab:
Field
Description
Code*
Code that identifies the type of visit.
Description
Description that identifies the type of visit.
English Text 1
English Text 2
English Text 3
Identifies the text to be printed for the planned visit when maintenance contracts are entered.
NOTE: You can enter three lines of details. This text is displayed during search when entering a contract and when printing recorders for maintenance contracts.
NOTE: This text is displayed in the Details section of the call when maintenance calls are generated.
French Description*
Description that identifies the type of visit.
French Text 1
French Text 2
French Text 3
Identifies the text to be printed for the planned visit when maintenance contracts are entered.
NOTE: You can enter three lines of details. This text is displayed during search when entering a contract and when printing recorders for maintenance contracts.
NOTE: This text is displayed in the Details section of the call when maintenance calls are generated.
Skill Code
Identifies the skill required to conduct this type of visit.
NOTE: The skills are derived from Skill Management option. This allows you to assign the correct resource (technician) according to the requested skill.
Required Date Calculation
Specifies how the maintenance (visit) date should be dealt with in call dispatch.
Approximate
Default value. An approximate date is a date on which maintenance should be performed, but the dispatcher may decide to advance or delay the visit.
Fixed
A fixed date is a date when maintenance must be performed and it cannot be changed.
Limited
The limited date is the date on which the technician should visit, at the latest. In some cases, the dispatcher may decide to advance the visit, without affecting the maintenance.
Notes
Text that can be copied to Memo fields in the following options:
- Enter a Service call
- Details field
- Work Description tab
- Technical Details tab
- Return From a Service Call
- Visit Details field
- Preparation
- Invoicing Details field
- Click the Save icon.
See also
- For more information on baseline web controls, access the help pages in the List of Documents - Baseline Web Controls
- For more information regarding the classic version of this maestro* option, refer to the help page Define Types of Visits
- Contract Management