Service Confirmations

Where a Customer Asset record is flagged as ‘Requiring Confirmation of Planned Service’ and the Reminder is due to be sent then this will display in this screen.  You can ‘flag’ all or selections from this list and generate the notification (Phone, Email, Letter).

List Tab

The List panel displays all scheduled services whose ‘Reminder Date’ is at, or before, the date selected at the top of the screen.  The ‘Reminder Date is evaluated from the Asset’s scheduled Service Date less the number of ‘Notification’ days held against the Customer Asset record.  In this screen you can select specific lines for generation of the notification.  You also have the option to make changes by highlighting a specific line and clicking on the ‘Details’ tab

Display and Entry fields

Display Confirmation Due By: From the drop-down calendar select the Date up to which all scheduled Service Order ‘Reminder Notifications’ are due.  The ‘Reminder Date is evaluated from the Asset’s scheduled Service Date less the number of ‘Notification’ days held against the Customer Asset record. 

Exclude where reminders have been sent: ‘Check’ the checkbox if you wish to exclude those scheduled service records where a Reminder Notification has already been sent.  Upon ‘checking’ this checkbox the list of service schedules will automatically refresh.

Select: ‘Check’ the checkbox where you want the Reminder Notification to be generated.  You have the option to click on the ‘Select All Confirmations’ Button at the bottom of this panel to select all the records.  You may also click on the ‘De-select All Confirmations’ Button at the bottom of this panel to ‘un-select’ all the records

Reminder Style: Display only field showing the format by which the Reminder will be conveyed.  The display options are Phone, Email, or Letter.   You can amend this Style by selecting the record and going into the ‘Detail Panel.

Planned Date: Display only field showing the planned date of the Service. 

Confirmation Status: Display only field showing the current status of the Customer’s confirmation to this Reminder.  The display options are ‘Confirmed’ and ‘Not-Confirmed’.  You can amend this Status by selecting the record and going into the ‘Detail Panel.

Reminder Sent: Display only field showing if the Reminder Notification has been sent or not.    This is automatically updated whenever the Reminder is generated.  You can reset this by selecting the record and going into the ‘Detail Panel.

Reminder Date: Display only field showing the Date when the Reminder Notification was sent.  This is automatically updated with the system date when the Reminder was generated.  You can reset this by selecting the record and going into the ‘Detail Panel.

Customer: Display only field showing the Customer that owns this Asset

Reminder Contact: Display only field showing the Contact for the Reminder.  You can amend this by selecting the record and going into the ‘Detail Panel.

Confirmed Date: Display only field showing the Date the Confirmation was received from the Customer.  This field is maintained in the ‘Details’ panel

Service Zone: Display only field showing the Service Zone as held against the Customer Asset

Asset Name : Name of the asset

Asset Description : Description of the asset.

Data Display Options

Field Position - On the List screen you can move the field position by dragging the column heading left or right to the position where you want it to appear.

Buttons

Select All Confirmations: Clicking this Button will place a check-mark in the Select column against all displayed Items

De-select All Confirmations: Clicking this Button will remove check-marks from the Select column against all displayed Items

Generate Reminders for Selected Confirmations: All the selected planned services will have their Reminder Notifications generated.  Three formats will be output depending upon the ‘Reminder Style’ held against the Customer Asset record:

Close: This will close the Service Confirmations screen.  If you have any unsaved data then you will be asked if you wish to save it before the screen is closed.

Save: This will save the current data without exiting the screen

Cancel: Any changes made since the screen was opened or the last time the ‘Save’ Button was pressed will be lost.

Details Tab

This tab displays a selected scheduled Service Reminder record and allows you to amend certain information against that record.  The following fields are available for amendment.

Reminder Details

Selected:  ‘Check’ the checkbox where you want the Service Reminder to be generated for this scheduled service. 

Reminder Style: From the drop-down list select the Style.  The available options are Phone, Email, or Letter

Reminder Contact: From the drop-down list you can amend the Contact by selecting another Contact held against this Customer

Actioned: This is automatically updated whenever the Reminder is generated.  You can reset this by simply clearing this checkbox

(Date): System generated date when the Reminder was generated.  You can amend this by selecting another date from the drop-down calendar.  You should also ‘clear’ the date if you are resetting the ‘Actioned’ flag

Confirmation Details

Confirmation Status: From the drop-down list select the status of the Reminder Notification.  The options are ‘Confirmed’ and ‘Not-Confirmed’. 

Confirmation Service Date: This is prefilled with the Scheduled Service Date.  If the Customer has requested another date then select this from the drop-down calendar.

Buttons

Close: This will close the Service Confirmations screen.  If you have any unsaved data then you will be asked if you wish to save it before the screen is closed.

Save: This will save the current data without exiting the screen

Cancel: Any changes made since the screen was opened or the last time the ‘Save’ Button was pressed will be lost.