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Work list view

The work list view shows detailed information of a selected work list. A work list is always connected to a specific vehicle profile.

The primary functionality here is basically to search and add or remove items (CSC, parts, operations and packages) in a work list. You can also change the quantity of added work list items and retrieve price information and other details if a DMS is available.

The work list view has three main sections:

 
Fig. 33: Work list view

Note

Note

Some functionality is only available if a DMS is connected to VIDA. The availability of these functions is also dependent on DMS interface version and implementation.

When creating a new work list, an empty list is shown. Populate and manage a work list by using the functions described in the sections below.

1. Functions in the upper section

 

The following functions are available in the upper section of the work list view:

Function

Description

Change

Click this button to open the List repository view to select another list to work with.

Create New

Clicking this button activates a pop-up window from which you can create a new list. Select what type of list to create and enter a list name. An order number for the list can be entered as well. By clicking the Create button, the list is created and opened.

See the how-to article Creating a new work list or part list for further instructions.

Print

By using the print functionality you can print the work list or the service checklist. You can select what to print once the icon is clicked. A print preview is then shown in a pop-up.

Work lists and service checklists are printed in the dynamic language that is selected. See the section about languages settings below for additional information.

Status

A work list always has a certain status. Some statuses are set by VIDA at certain occurrences whilst some statuses can also be modified by users working with the list. Click the icon to modify a work list's status. The following statuses are available:

Status:

Description:

Open

Automatically set when a work list is created.

Retrieved

Automatically set when a work list is retrieved from DMS.

Complete

Automatically set once you have marked every row in the work list as completed. See table in section 2 for additional information.

This status can also be set manually.

Modified

Automatically set if you make any changes on a work list with status Complete or Retrieved.

This status can also be set manually.

Planned

Manually set once you decide the planning is completed.

Search/Quick Add

By using this function, you can search and add items to your work list. Use the button to perform a search. The search results is presented in another view, see the article Search results view for further information.

If you are aware of the ID/number of a CSC or part to add, use the button. This adds the item to the list instantly.

Retrieve from 'DMS'

If a DMS is available, a work order can be retrieved from the DMS and added to the work list. All items from the retrieved work order are automatically added to the work list (depending on DMS interface version and implementation). Information about price, stock quantity and stock location for each part in the work list can be retrieved from the DMS as well.

For further instructions, see the how-to article Importing work order from DMS.

Incl. VAT

Tick this box to include VAT for prices.

Show fixed price

Tick this box to view fixed prices.

Notes

Click the icon to add a note to the work list. Notes are useful to quickly capture customer inputs or other memos that need to be stored with the list. Once you have written a note, the icon turns yellow to indicate that a note is attached to the list. Please note that comments are not sent to DMS.

Group By

From this drop-down menu you can choose to group the list items by:

  • Type

  • Job No.

  • Vehicle profile

  • QB

Note

Note

The Retrieve from 'DMS', Incl. VAT and Show fixed price options are only available if you are using a DMS. The availability of these functions is also dependent on DMS interface version and implementation.

2. The work list

The content of a work list is grouped according to what is selected in the Group By drop-down menu (see the table above).

 
Fig. 34: Work list containing CSC, operation and part, grouped by type
 

All items in a work list are ordered in columns. See the table below for a description of each column.

Column

Description

Type

Type of the work list item (CSC, operation, part or package).

ID

ID or number of the item.

Description

Short description of the item. The icon indicates that there is a reference document available. Click the icon to open the document.

Job Value

Time required to perform a specific operation. For general operations there is no predefined job value. In these cases an input field is available so that the job value can be entered manually.

Subtotal time is displayed below each group of items in the work list. The total time for all groups of items is summarized in the lower part of the work list below all groups of items.

Job No.

Input fields to assign job number.

Quantity

Input fields to modify the quantity of items in the list. Please note that there is a max quantity limit (1) for each package you add to a work list. Also, many operations have a max quantity limit (often 1). It is not possible to add a variant of an operation if it exceeds the maximum quantity of the operation. In these cases an error message will appear and it will not be possible to add the operation to the list again.

Labour Cost

Displays the price for items in the work list.

Subtotal cost is displayed below each group of items in the work list. The total cost for all groups of items is summarized in the lower part of the work list below all groups of items.

By using these icons, rows in a work list can be marked as completed. This is to help you to keep track of what is done and what is left to be done in your lists. When clicking the icon it turns green . This indicated that the row is completed.

View details of an item

The details of each item are hidden by default. Use the icon to expand an item to view the details. The details are hidden again by clicking the icon once more.

 
Fig. 35: Example of details for a part item
 

The tables below present the information and functions that are available in the details for each type of work list item.

CSC details

Description

Comments

Predefined comments on the CSC.

Add Comments

In this text field you can enter and save your own comments for a specific CSC in the list. Please note that the comment is saved for the current work list only.

QB

If a quality bulletin (QB) is available for the CSC, a link to view the details of the QB is available. By clicking the link, the details are opened in a pop-up.

 

Part details

Description

Price/unit incl. VAT

Price per unit including value added tax.

Price/unit excl. VAT

Price per unit excluding value added tax.

Stock Quantity

Information about stock quantity fetched from DMS.

Stock Location

Information about stock location fetched from DMS.

Add Comments

In this text field you can enter and save your own comments for a specific part in the list. Please note that the comment is saved for the current work list only.

 

Operation details

Description

Variant Desc

Variant Description, e.g. XC90 D5244TX.

Skill

Skill level required to perform the operation, e.g. 2. See the article Standard of technical competencies for further information.

Labour Cost/Hour

By using this drop-down menu, you can change the labour rate of the operation. Selectable labour rates are fetched from and managed in VIDA Admin. This information is only visible for users without a DMS.

Cost/hour incl. VAT

Cost per hour including value added tax. This information is only visible for users with a DMS.

Cost/hour excl. VAT

Cost per hour excluding value added tax. This information is only visible for users with a DMS.

Add Comments

In this text field you can enter and save your own comments for a specific operation in the list. Please note that the comment is saved for the current work list only.

QB

If a quality bulletin (QB) is available for the CSC, a link to view the details of the QB is available. By clicking the link, the details are opened in a pop-up.

 

Package details

Description

Skill

Required skill level.

Operations

List of operations included in the package.

Parts

List of parts included in the package.

Add Comments

In this text field you can enter and save your own comments for a specific package in the list. Please note that the comment is saved for the current work list only.

3. Functions in the lower section

 

The following buttons are available in the lower section of the work list view:

Button

Description

Save

Click to save changes in the current work list.

Remove

Click to remove one or more selected items from the work list. Select item(s) to remove by using the checkboxes on the left-hand side of each row.

Assign Job No.

Click to assign a specific job number to one or more items. Select item(s) to assign job number by using the checkboxes on the left-hand side of each row.

Submit to 'DMS'

Click to submit the current work list to your DMS. A pop-up window will appear in which you will need to select whether to add the list to an existing order or to create a new one. A number of fields are available to fill in details of the work order before clicking the Submit button. When a work list is sent to the DMS it will no longer be available in VIDA for modification.

For further instructions, see the how-to article Sending a work list or parts list to DMS.

Manage List

In this menu, the following additional functions for managing the work list are located:

Function:

Description:

Edit

Activates a pop-up window from which you can edit the details of the list information, i.e. type, name and order number.

Import

Activates a pop-up window from which you can import a saved work list in .csv file format. You can select whether to add the imported list's content to your currently active work list or not. If you do not wish to add it to your currently active list, you will be prompted to create a new list.

Export

Activates a pop-up window from which you can export the current work list as a .csv file.

Delete

Deletes selected items in the list. If no items are selected the list will be deleted.

Change

Takes you to the List repository view where you can select another list to work with.

Create New

Activates a pop-up window from which you can create a new list. Select what type of list to create and enter a list name. An order number for the list can be entered as well. By clicking the Create button, the list is created and opened.

See the how-to article Creating a new work list or part list for further instructions.

Add Software to Order Queue

Click this button to add a selected software product in your list to the order queue. The main Software tab is opened where you can complete the action.

Note

Note

The Submit to 'DMS' option is only available if you are using a DMS. The availability of these functions is also dependent on DMS interface version and implementation.

Language settings

In the upper right-hand side of the work list view, a drop-down menu containing all VIDA languages is available. Here you can change the language for the items in the work list you are currently working with to another language than the VIDA application language. Changing language can e.g. be useful when communicating with a customer talking another language than the default VIDA language. Note that all application texts always follow the default application language and will not be affected by the language selected in this drop-down menu. This dynamic language change only affects the items in the current list. Previously opened tabs or any tabs that will be opened later will not be affected.

If you select a language that is included in the Operations and Packages functionality on your market, all CSC, parts, operations and packages will be viewed in the selected language. If you select a language that is not included in the Operations and Packages functionality on your market, only CSC and parts will be viewed in the selected language. Operations and packages will still be viewed in the default VIDA language.

All languages that are included in the Operations and Packages functionality on your market is shown in the language drop-down menus on the Operations and Packages pages.

Note

Note

Printouts as well as search within CSC, parts and operations will follow the dynamic language.