Booking the Workshop

The diary form enables script writers to select a method of booking work into a workshop. It gives agents the required workshop loading functionality in a condensed format.

Diary Form

What do you want to do?

• Select a courtesy option
• Find an available date
• Confirm a booking

Options

The options group enables the agent to select courtesy options and the Point of Sale company with which they want to book the work.

• Related work locations: This drop down enables selection of alternative point of sale locations which have been linked in WL company relationships. To complete the transfer to another company double click a date in the diary and click OK when prompted to change company.
• Other work locations: This drop down menu enables you to select/change the Point of sale company where the vehicle can be booked. The available companies are determined by company mapping. To complete the transfer to another company double click a date in the diary and click OK when prompted to change company.
• Loan Car: The customer requires a courtesy vehicle while their vehicle is at the dealership
• Collect: The customer requires their vehicle collected
• Deliver: The customer has requested that their vehicle is returned to them when the work is complete
• Collect and deliver: The customer has asked that their vehicle is both collected and returned to them.
• None: The default value signifies whether a courtesy option is required

Note: If a courtesy option is unavailable but has been selected, all dates on the diary are highlighted in red (unavailable). Dates are restored after clearing the selection.

Diary Legend

The date boxes are colour coded. The colours displayed depend on resource availability and the status of the booking. An explanation of the colour coding is available from the legend button.

• Green: Date is available and all currently selected resources are available
• Red: One or more selected resource is unavailable
• Blue: Work booked
• Black: Workshop closed
• Grey: Unavailable for booking or, if the whole diary view is grey, no labour lines have been added to the WIP.

Function and navigation buttons

There are function buttons on the form for script flow and predefined functions connected with the creation of the WIP. These should not be changed or removed.

There are definable buttons for additional functionality that are added during the script definition process.

Icon	Description	Function
	Next Month	Advances the diary view to the next month
	Previous Month	Returns the diary view to the previous month. This is only available after the diary has been advanced.
	Legend	Opens the diary legend and displays a key to the colours displayed on the diary
	Cancel	Cancels the current call and displays the completion form
	Previous	Moves the script back to the pervious form
	Next	Advances the script to the next script form.

Note: Additional buttons displayed at the bottom of the form may vary from system to system.

Confirm Booking Form

Once a booking date has been agreed with the customer, the agent can reserve the time in the appropriate workshop.

Note: The method of booking depends on how the workshop controller normally handles the booking process. Agents should seek advice before booking work.

To book work in to the workshop:

1. Double left click on the date required.

The Confirm Booking form is opened.

2. The following fields are displayed:

Customer's name: Customer's full name

Vehicle description: Vehicle type

Date: Date selected from the diary

Customer waiting?: Click into the box and enter the time required.

Due date: The date the customer has requested that the vehicle is brought in this will default to the date selected from the diary.

Time in: The time the customer has specified that the vehicle will be delivered to the dealership.

Date due out: The date the customer has specified that they require the vehicle back.

Time out: The time the customer has specified that they require the vehicle to be returned.

Booking type: Your selection from the drop down menu alters the way the booking is saved in workshop loading:

• Unassigned: books the hours in the work shop but not to a specific resource
• Assigned: books the hours in the workshop to a specific resource or technician.
• Manually assigned: gives the user availability to manually assign the time and technician.

3. After the confirm option is selected the diary is updated and the selected date is shown in cyan.

PUSH BUTTONS:

• Confirm: Completes the booking
• Cancel: Returns you to the diary