In this video, we introduce a new status on the service request report called "past service date," which helps us track service requests that have not been completed by their scheduled date. To view these past service requests, simply navigate to Point of Sale, click on Service Requests, and then access the Service Request Report. This feature is designed to ensure we can complete in-progress service tickets and submit any necessary warranty paperwork promptly.
Service Request Management SOP
Objective
This SOP outlines the steps to track and manage service requests effectively, ensuring timely completion of paperwork and accurate service records.
Key Steps
Understanding the Past Service Date Status 0:07
A new status called Past Service Date has been created for service requests.
This status indicates that the service request date has already passed.
2. Importance of the Past Service Date Status 0:20
Knowing the status helps in:
Completing in-progress service requests.
Submitting warranty paperwork that may be required after service.
3. Accessing Past Service Requests 2:47
To view past service requests, follow these steps:
Click on the Menu.
Navigate to Point of Sale.
Click on Service Requests.
Select the Service Request Report tab.
Click on Past Service Date.
Cautionary Notes
Ensure that all service requests are regularly monitored to avoid missing important paperwork deadlines.
Double-check the service request dates to confirm they are accurately recorded.
Tips for Efficiency
Regularly review the Past Service Date status to keep track of overdue requests.
Set reminders for submitting warranty paperwork as soon as a service is completed.