View and Configure the Production Grid

You can access the Production Grid from the Repair Orders tab or the Jobs folder.

Open the Production Grid from the Jobs Folder

1. Click the arrow under the Jobs folder in the Toolbar.
2. Click Production Grid.

   

Open the Production Grid from the Repair Orders tab.

1. Click the Repair Orders tab.
2. Click the Production Grid tab.

You can set the Production Grid as your default view from the Jobs folder or the Repair Orders tab.

Set Production Grid as default from the Jobs Folder

Set the Production Grid to appear by default when you click the Jobs folder.

1. Click the arrow under the Jobs folder in the Toolbar.
2. Right-click Production Grid.
3. Click Set as Jobs Default.

   

Set the Production Grid as default from the Repair Orders Tab

1. Click the Repair Orders tab.
2. Right-click the Production Grid tab.
3. Click Set as Repair Orders Default.

   

You can filter or sort your production grid view to better find what you're looking for. The grid can be filtered by estimator, insurance company, or technician.

1. On the Production Grid, click the <All Est & Ins & Tech> list (if the grid already has filters applied, select a new option in the list).
2. Select one of the following:

• Estimator
• Insurance Co
• Technician

  

3. The Select list appears. In the Select list, select the estimator, insurance company, or technician name.
4. Clear or select the Include On Hold check box if you want to include or exclude ROs on hold.
5. Click Apply.
6. Click Reset to clear the filters you applied.

Note: The selections you apply are saved for the next time you open the Production Grid.

Filter the Production Grid by an individual column.

• Click any column to sort.
• Click next to the name of any column, make your selections in the lists, and then click Filter.

  

Click the following check boxes to apply additional filters to the Production Grid:

• Include On Hold: Select this check box in include all jobs set to On Hold status. Clear the check box to exclude jobs on hold.
• Display Only "At Risk" Jobs: Select this check box to only show jobs labeled At Risk in the At Risk column. Clear this check box to show all jobs. Jobs are labeled At Risk If a job is in a department for a longer period than the thresholds you set (see Production Risk Alert to set thresholds).

• Note: Only at risk jobs will print on the RO Status Report #86 if the At Risk filter is activated.
  

Click Reset to remove all filters and column sorting you applied and reset the grid.

Each employee can customize the order of the columns that display form left to right. The Department column is the only column that must remain as the far left column.

1. With your mouse, click and hold the column you want to move.
2. Drag the column to the new position on the grid.

Note: The Department column cannot be moved from its default position. The column order you created is saved for the next time you log in to RepairCenter until you decide to reset column settings.

1. Right-click on any row of the Production Grid.
2. Click Reset Column Settings.

   

Add colors to the RO cell in the RO column on the grid to help categorize your work.

1. Right-click the RO cell you want to color code.
2. Click Add Colors to the RO Cell.