In this video, we introduced the new date of occupancy field now featured on our service requests. This field captures when the customer actually began using the product, providing a more accurate picture of real-world usage. This enhancement is crucial for validating warranties, understanding when issues started, and improving our reporting on product performance over time. To access this field, simply click the paper and pencil icon above the service requests information, and select the date.
Procedure for Accessing and Using the Date of Occupancy Field in Service Requests
Objective
This SOP outlines the steps to access and utilize the date of occupancy field in service requests to ensure accurate tracking of product usage.
Key Steps
Understanding the Importance of the Date of Occupancy Field 0:00
The date of occupancy captures when the customer actually began using the product.
It provides a more accurate picture of real-world usage.
Benefits include:
Validating warranties more precisely.
Helping technicians understand when issues started.
Supporting meaningful reporting on product performance over time.
Accessing the Date of Occupancy Field 0:23
Locate the service requests information section.
Click on the paper and pencil icon above the service requests information.
Selecting the Date of Occupancy 0:36
Click into the date of occupancy field.
Select the appropriate date by clicking on it.
Cautionary Notes
Ensure that the date selected accurately reflects when the customer began using the product to avoid discrepancies in warranty validation and reporting.
Tips for Efficiency
Regularly update the date of occupancy field as soon as the product is in use to maintain accurate records.
Train all team members on the importance of this field to ensure consistency in data entry.