Use Quick Actions to Update Repair Status

There are four quick actions you will want to take when editing a case:

• Check-In 
• Request Approval
• Asset Ready
• ­Asset In Service

The quick action buttons are at the top of the Editing Case page, below the Case number.

Also, whenever you scroll on the page, click the Quick Actions menu button and pick from the list.

Check-In

Click Check-In when it’s time to check the asset into your location. 

• It will automatically post the case to the customer. 
• The repair status will be updated to Checked-In and the notes you enter along with a date and time stamp will be captured in the Notes of the case.
• Depending on your location setting, the system may set a Follow-Up Time. For more information, contact our administrator.
   

Request Approval

Click Request Approval to request approval for the first estimate and any subsequent estimates. 

• It will automatically post the latest estimate to the customer for review.
• The repair status will update to Hold (auth) and the notes you enter along with a date and time stamp will be captured in the Notes of the case.  

Asset Ready

Click Asset Ready as soon as repairs are complete. 

• It will automatically inform the customer the asset is ready and waiting at the shop.  
• The repair status will update to Complete (here) and the notes you enter along with a date and time stamp will be captured in the Notes of the case. 
• Depending on your location settings, the system may set a Follow-Up Time. For more information, contact your administrator.
   

Asset In Service 

Click Asset In Service when repairs are complete, and the customer has picked up and paid for the asset. 
It will automatically inform the customer the asset is done and left the shop. 

• The repair status will update to Complete (gone) and the notes you enter along with a date and time stamp will be captured in the Notes of the case. 
• Depending on your location settings, the system may set a Follow-Up Time. For more information, contact your administrator.