The Engineers set-up form is accessed via Vehicle Administration / Miscellaneous Options / Engineers and is used to create, edit and delete engineer codes which are used in Estimates Tab to allocate engineer fees. Engineers are linked to repairer records within the CRM module.
The form is split into three areas. These are the Titlebar, the Engineer Dialogue Box and the column of Command Buttons down the right-hand side of the form.
In addition to displaying the form name the Title Bar provides a number of useful buttons.
To create a new engineer record the CreateCommand Button should be selected. This is an eight character alphanumeric field.
To view or amend an existing engineer record the following procedure should be followed:
The cursor is located in the Engineers Number field prompting selection of a engineer code/description for the purposes of editing an existing record. A single-left-click of the ellipsis button to the right of this field displays a Engineers search form that enables selection from the current available engineer records. The cursor is located in the search field. Key part or all of the required engineer code and select the command button. Engineer records matching the entered criteria are displayed and, having selected the required code by highlighting with the mouse, the OK command button is used to confirm this selection and return to the Engineers form.
Displays a number of details relating to the selected posting type which are as follows:
- Title
The appropriate salutation for the engineer e.g. Mr.
- First Name
The first name of the engineer.
- Surname
The surname of the engineer.
- Address
The address of the engineer. Up to four lines of address may be entered.
- Post code
The postcode of the engineer.
- Telephone
The telephone number of the engineer.
- Fax
the fax number for the engineer.
- Mobile
The mobile number for the engineer.
- E-mail Address
The email address of the engineer.
Fees
- Image Fee
The fee charge by the engineer for the inspection of the vehicle image for damage.
- Physical Inspection Fee
The fee charge by the engineer for the physical inspection of the vehicle.
- Re-inspection Fee
The fee charge by the engineer for the physical re-inspection of the vehicle.
A number of command buttons are available. Some buttons are context sensitive and are greyed-out and only become available dependent upon the particular process that is being accessed. The full list of command buttons is as follows:
Exits the Engineers form and returns to the Miscellaneous Options Menu.
Provides online access to a context sensitive Help form.
Enables the creation of an additional Engineers record. Mutually exclusive option buttons allow this to be done in one of the two following ways:
- Blank
Used if a new Engineers code is to be set-up without utilising existing criteria.
- Copy
Copies the values within an existing "nearest match" Engineers code so that only required values need be edited.
Provides the facility for editing the set-up options of the current Engineers record. No edits can be made to a record until the Amend button has been selected.
Deletes the currently selected Engineers record.
On first accessing the Engineers form this command button is greyed-out. Following selection of the Amend button the Confirm option then becomes available to enable any edits to be confirmed.
On first accessing the Engineers form this command button is greyed-out. Following selection of the Amend button the Cancel option then becomes available to enable any edits to be cancelled.
This is not a command button. This box is a way of displaying messages with regard to the status of the current record e.g. "Record Secured OK"
Selection of this button displays a further form that provides an Ad-hoc Report Generator for the creation of quick query reports to form.
Selection of this button displays a further form that provides an itemised display of all the selection criteria for the current Engineers record.