InspectionPlus Assign Service
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The Assign Service screen is for determining and then assigning services after a completed inspection.
When an inspection is completed or in progress and a service is required as a result, the related Job Code populates and you can assign that service to a Work Order Quote or an open Work Order. For example, if an inspection determines a tire is defective, the Assign Service screen populates a tire change Job Code and allows you to add that job to a quote group or work order group before you add segments.
Topics in this section include
Screen Description
The main Assign Service screen displays a table with these columns:
| Column | Description |
|---|---|
| Step Name | The name of the inspection step. |
| Result | The inspection result for the step. |
| Status | Shows whether the service is Not Started, In Progress, or Completed. |
| Assign Service Tab | Shows the in-progress group tab name while you assign service. After segments are added, shows Q - and the work order quote number, or WO - and the work order number. Shows Service Declined when that option applies. |
| Added By | The user who added the service to the quote or resolved/declined list. |
| Timestamp | The date and time when the service was added. |
Adding a Service to a Quote or Work Order
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Select the inspection steps you want to assign. Click the checkbox beside each step, or click the Select All checkbox in the table header to select all selectable steps on the current page.
Click Create Quote Group to open a Quote tab for work order quoting, or click Create Work Order Group to open a Work Order tab for open work orders. Each group opens on its own tab so you can configure job codes and segment details before you add segments.
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On the Quote or Work Order tab, modify the service and determine the correct Job Code or N/A entry.
Apply choice ribbon
When All Steps In One Segment is Off and the quote or work order is not yet created, the Apply choice ribbon appears above the Type, Technician, Reason, Rate Code, and Extended Des. columns. Use this ribbon to apply one value to every row in a column.
Each of these five columns has an Off/On toggle on the ribbon. When you first open a Quote or Work Order tab, all toggles are Off and the mass-update fields below them are disabled.
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When you set a toggle to On, the lookup or checkbox for that column in the first row is enabled. Enter the value to apply to all rows. The mass-update value appears directly under the toggle, and the remaining rows in that column are disabled.
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When you set a toggle to Off, you can edit individual rows in that column.
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When you set a toggle to On again after entering values in individual rows, existing entries in that column are cleared.
For Extended Des., use the Include checkbox below the toggle when you mass-update that column.
Each step in the quote tab displays the step name, inspection result, and any instruction notes or comments associated with the inspection step. Use the multimedia button to view images or other media files associated with the inspection step. Use the unlink button to remove a step from the quote group before the quote is finalized.
These fields are displayed on a new Quote or Work Order tab:
Field Description Step Displays the step name, inspection result, and any instruction notes or comments. Use the multimedia button to view images or other media files associated with the inspection step. Use the unlink button to remove the step from the group before segments are added. Select All Click the checkbox in the table header between the Step and Job Code or N/A columns to select all selectable job code rows on the current page. Use Select all pages when it appears to select job codes on every page of results. Spacer rows and Add Job Code rows are not selected. Selected rows are added to the quote or work order when you click Add Segments or Add Segment. Job Code or N/A
Displays the Job Code for the service or a Not Applicable (N/A) entry for the service.
Use the Add N/A option to add a 'Not Available' condition. An N/A option would be used to indicate a condition where a service would not apply.
Use the Add Job Code option to add a specific Job Code from within the system.
Reference Number Displays the work order quote number or work order number after segments are added. This field is hidden for new groups that have not been finalized. When All Steps In One Segment is On and the reference appears in segment details, this column is hidden. See All Steps In One Segment on the Quote or Work Order Tab. Status On a Work Order tab only, after the work order is created. Use the dropdown to set segment status to Customer or Internal for each job code row. Defaults to Customer. Not shown on Quote tabs.
Make/Model Displays any applicable Make/Model numbers involved in the service. Complaint Displays text describing the issue requiring the service. Quantity To Apply* The number in this field indicates the number of times the service is required. Type Displays the type of service. See below. Technician* The user ID for the technician involved in the service. Reason Displays the reason code for the service. See below. Rate Code Displays the rate code for the service. See below. This field may be required based on security configuration. Extended Des. Clicking this checkbox includes the Extended Description of the service. * - Required fields. Work Order Groups and Segment Status
Work Order tabs follow the same job code, segment, and save workflow as Quote tabs. Use them when you want segments on an open Work Order instead of a work order quote.
After a work order is created from the tab, each job code row includes a Status dropdown. Choose Customer or Internal to match how the segment is billed. The default is Customer. When you use All Steps In One Segment, set Status in the Segment Details window; the segment summary line includes the status you selected.
When you add segments to a Pending Work Order, use the work order look-up in the modal to select the target work order. The Assign Service Tab column on the inspection steps list shows WO - and the work order number when assignment is complete.
All Steps In One Segment on the Quote or Work Order Tab
Use the All Steps In One Segment toggle on a Quote or Work Order tab to roll multiple failed inspection steps into one segment. Step-level information remains in the inspection; the segment uses one job code or N/A definition and shared service details for the combined segment.
When the toggle is Off, behavior matches the standard tab: checkboxes appear beside job codes so you can select multiple rows, the footer shows Add Segments, and you use the Apply choice ribbon toggles and the Add icon in the Step column as described above.
When the toggle is On:
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The footer primary button label is Add Segment (singular) instead of Add Segments.
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Use Edit Segment Details to open the Segment Details modal and define the single segment.
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The table hides the job code checkboxes, disables the mass-update toggles and the Add icon in the Step column, and limits row editing to the Complaint field so you can still record complaints per step.
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After you save segment details, a Segment Details: line shows a short summary (for example job code, make and model, quantity, type, technician, reason, rate code, status on work order tabs, and whether extended description is included). Empty values are omitted from the summary. When this mode is on, the Reference Number column is hidden if the reference appears in the segment details.
In the Segment Details window, select Job Code or N/A.
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For Job Code, select a job code from the look-up (required).
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For N/A, enter a required N/A Description. Make and Model are required and populate from the form.
Note: Quantity To Apply defaults to 1 and is required.
Use the look-ups for Type, Technician, Reason, and Rate Code. On a Work Order tab, also set Status in the Segment Details window when you use All Steps In One Segment.
Click Save <Inspection Name> Changes to save the toggle setting, complaint text, and row data before you add segments to a quote or work order.
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When All Steps In One Segment is Off, click Add Segments after you save to add the selected services. When the toggle is On, click Add Segment after you save. The primary button stays disabled until you make the required selections (job codes when the toggle is Off, or saved segment details when the toggle is On).
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In the Add Segments or Add Segment modal, choose whether segments go to a new record or an existing open record:
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On a Quote tab, select New Quote or Pending Quote from the Work Order Quoting system.
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On a Work Order tab, select New Work Order or Pending Work Order. For Pending Work Order, use the work order look-up to select an open work order.
When New Quote is selected, a Salesperson field appears in the modal. A salesperson is required for a quote.
When New Work Order is selected, Salesperson and Responsible Salesperson fields may appear based on branch configuration. Stock number rules for new work orders also follow branch configuration.
The field is filled automatically in this order:
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Salesperson from the Equipment Profile for the stock number.
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If blank, the salesperson from your user profile.
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If still blank, the field is empty.
You can use the Salesperson look-up (
)to view or change the salesperson before adding segments—for example, when the unit is not in inventory yet or your profile has no salesperson assigned. When Pending Quote is selected, the Salesperson field is not available because the existing quote already has a salesperson.
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When all segments are applied, click Return to History to be brought back to the inspection list.
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If you opened the Assign Service screen from the home page Required Restart(s) list, a Close button is shown instead of Return to History. Click Close to close the window; the Required Restart(s) list on the home page refreshes automatically.
Quote tab (example)
Configuration Areas for Fields on the Assign Service Screen.
This screen requires configuration data for various parts of IntelliDealer.
The following fields require configuration to provide options in the Assign Service screen:
| Option/Field | Configuration Area |
|---|---|
| Add Row | Service - Job Codes |
| Reason for Service | Work Orders - Reasons |
| Type of Service | Work Orders - Types |
| Technician Name | Configuration - General Ledger - Employee - Classes |
| Rate Codes | Configuration - Service - General Ledger - Rates |
| Assign Approver Roles | Administration - Settings - User Profiles - Evaluation/Inspection Area drop-down. |
The Add Row option opens the Job Code Search screen. From here the assigned service uses configured Job Codes from the Service - Job Codes screen.
Note: If 'NA' appears under the Job Code field it means there is no Job Code currently configured for that task.