Case 7.202.0, Apr 23, 2020

• Fleets
  • PVN Filter Added for Service Provider Search
• Providers
  • Inspection Line Items Can Now be Marked as Required
  • Search Required Before Adding a Custom Operation
  • Admins - Control Whether Search is Required for Custom Operations

Fleets

PVN Filter Added for Service Provider Search

PVN stands for Preferred Vendor Network. It includes any service providers that have a continuing relationship with your fleet network. 

When creating a service request, you can now filter the service providers providers by your PVN to ensure you pick one from the network. To do so, select the Preferred Vendor Network Only checkbox in the Find a Service Location section of the Request Service page.

See also: Create a Service Request

Providers

Inspection Line Items Can Now be Marked as Required

Specific Line Item Locations within an Inspection can now be set to required. If they are, they'll be indicated as such with an asterisk (*) on the Inspection form. The COMPLETE INSPECTION button won't enable until you select an Outcome for all the required Locations.

See also: Perform and Assign Inspections

Search Required Before Adding a Custom Operation

To promote the use of operations already in the system, the CUSTOM OPERATION button was removed from the Editing Case page and the Custom Operation tab was removed from the Add Operation page. 

This is to encourage you to search for an operation and select one from the list before creating a custom operation. After you search for an operation, the Custom Operation tab will appear for you to create a custom operation in case you don't find the operation you need. 

NOTE: This is now the default setup. Your system admin may change this setting to always display the Custom Operation tab without requiring you to search first.

Admins - Control Whether Search is Required for Custom Operations

As mentioned above, the CUSTOM OPERATION button was removed from the Editing Case page and the Custom Operation tab was removed from the Add Operation page to help create consistent estimates and better reporting.

This is now a default setting. To change it and make the tab always display even before users search, set the Allow Custom Operations before operation search setting in the Location Features list to YES.

See also: Set Up Your Location Information