Manage a Repair Order's Web Status

For a specific repair order

1. On the toolbar, click Jobs, then click Whiteboard.
2. On the Whiteboard tab, double-click to open the appropriate repair order.
3. In the open repair order, click the Web Status tab.

For multiple repair orders

1. On the toolbar, click Jobs, then click Whiteboard.
2. On the Whiteboard tab, click to select a repair order.
3. Click Web Status. At the bottom of the tab, the Web Status pane appears.

   

   If the Web Status pane doesn't appear, click the arrow next to the Preview button to reveal it.

   

1. On the toolbar, click Jobs, then click Web Status.
2. On the Web Status tab, in the Date list, click a type of date (such as Due Out).
3. In the between and and boxes, click the arrows to select a date range.
4. In the Status List, click a repair order status.
5. In the Select list, click an option, and then click an associated condition in the having list.

   Note: If you select All in the Select list, the having list appears dimmed and is unavailable.

6. Click Apply Filter.

The Repair Order Status sheet summarizes the status of all the repair orders listed on the global Web Status tab.

1. On the toolbar, click Jobs, then click Web Status.
2. On the Web Status tab, click Print.

3. In the Print dialog box, make the appropriate selections (such as which printer to use and number of copies).

• To see a preview, click Cancel. The print preview opens in a new window.

4. Click Print.

On a Web Status tab

1. On the toolbar, click Jobs, then click Web Status.
2. On the Web Status tab, click to select a repair order (skip this step if you're already working in an open repair order).
3. In the Repair Stage box, click a repair status (you may need to scroll down to see all of the options).
4. In the Job Status list, click a job status.
5. To change the Due Out date, select the Due Out check box, click the arrow to select a new date, and then type or a select a reason for the change in the Due Out Change Reason box.
6. To submit a note with the status update, under Notes, type a note (up to 140 characters).
7. Click Update Status (or click Reset to start over). The new status appears on the History list.

On the Whiteboard

1. On the toolbar, click Jobs, then click Whiteboard.
2. On the Whiteboard tab, click to select a repair order.
3. Click Web Status. At the bottom of the tab, the Web Status pane appears.

   

   If the Web Status pane doesn't appear, click the arrow next to the Preview button to reveal it.

   

4. In the Repair Stage list, click a repair status.
5. In the Job Status list, click a job status.
6. To change the Due Out date, click the calendar to select a new date, and then select a reason for the change in the Due Out Change Reason list.
7. To submit a note with the status update, under Notes, type a note (up to 140 characters).
8. Click Update Status. The new status appears in the History box.
9. After the Status has been successfully updated, the R.O.# shown on the Whiteboard turns green.

Both the local and global Web Status tabs include a Current tab and a History list.

Window components - the Current tab

Window components - the History list

Window components - Current Status

Window components - History