Work Order Audit

A work order audit (report WOAR24624, formerly WOR160) is a report for service completed on a specific work order.

Note:  IntelliDealer only generates this report for work orders that are currently open or stored in the system log files. If you attempt to run the report for a work order that has been closed or purged from the log files, error 0369 "Invalid Work Order Number" is generated.

Description of Report WOAR24624

The WOAR24624 report prints what the before value of a transaction was and the after value on a work order by various sections, split out by page breaks:

  • Work Order Details (formerly header)—the changes to the work order details screen (i.e. first screen the user encounters) of the work order (LOGWOH).

  • Labor Details—the labor that was posted to the W/O (LOGWOL).

  • Part Details—the parts that were added and changed on the work order. When the quantity of the part goes to zero that means it was actually posted to the work order during the parts billing run (LOGSD).

  • Note Details—the text that was added changed on description, complaint, cause, and correction fields on the work order(LOGWOD) where:

    • D - Description

    • S - Cause

    • T - Correction

    • C- Complaint

Prerequisites

To generate and view a work order audit report you must:

  • Be enabled for feature number 6207. If you are not enabled, contact your VitalEdge sales representative.

  • Activate the Access Work Order Audit Security Switch 816. See Authorization List for Product Support - Service Analysis Reports.

  • Activate the Access to Data Portal Reports Security Switch 505, with the appropriate settings on. See Management Central - Utilities.

  • Activate logging for Work Order Files and Sales Order Header and Details. To activate logging:

    1. From anywhere in IntelliDealer, navigate to Configuration > Miscellaneous > Other > System Settings.

    2. On the System tab, scroll down to the System Specific File Monitoring & Retention section.

    3. Ensure that Work Order Files and Sales Order Header and Details are checked and specify the number of months to retain their records.

      If you are a hosted dealer (ASP), and you are licensed for feature 6207 (Work Order Audit Report), the maximum retention period is 24 months. Otherwise, the maximum is three months.

      For CNH dealers using this report for their CNH electronic warranty audit process, consider setting the dealer-maintained log retention period to 24 months (Dealer to confirm with CNH the maximum potential period for audits), as ), as specified in the Work Order Files and Sales Order Header and Details fields of the System Specific File Monitoring & Retention section. For all other dealers, the dealer needs to determine and maintain the retention periods according to their requirements.

    4. Click Save Changes.

Generating a Work Order Audit Report

To open the Work Order Audit screen, from anywhere within IntelliDealer navigate to Product Support > Service > Analysis Reports and select the Work Order Audit tab.

The fields on the Work Order Audit tab are:

Field Description
Select Location The branch location you want to generate the report for.
Select Work Order The work order you want to generate the report for.

When you click Submit you are routed to the Data Portal, where you can access the report in both PDF and Excel formats.

If you do not have access to the appropriate settings on Security Switch 505, Access to Data Portal Reports, you will receive an error message. To gain access, see Management Central - Utilities.