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.
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:
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.
The following functions are available in the upper section of the work list view:
Function |
Description |
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Click this button to open the List repository view to select another list to work with. |
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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 button, the list is created and opened.See the how-to article Creating a new work list or part list for further instructions. |
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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 language settings below for additional information. |
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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: |
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Status: |
Description: |
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Open |
Automatically set when a work list is created. |
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Retrieved |
Automatically set when a work list is retrieved from DMS. |
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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. |
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Modified |
Automatically set if you make any changes on a work list with the status Complete or Retrieved. This status can also be set manually. |
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Planned |
Manually set once you decide the planning is completed. |
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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. |
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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. |
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Incl. VAT |
Tick this box to include VAT for prices. |
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Show fixed price |
Tick this box to view fixed prices. |
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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. |
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Group By |
From this drop-down menu you can choose to group the list items by:
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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.
The content of a work list is grouped according to what is selected in the Group By drop-down menu (see the table above).
All items in a work list are ordered in columns. See the table below for a description of each column.
Column |
Description |
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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 of 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 has been done and what is left to be done in your lists. When clicked the icon turns green . This indicates that the row is completed. |
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.
The tables below present the information and functions that are available in the details for each type of work list item.
CSC Details |
Description |
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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 |
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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 |
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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 labor rate of the operation. Selectable labor 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 |
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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. |
The following buttons are available in the lower section of the work list view:
button |
Description |
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Click to save changes in the current work list. |
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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. |
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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. |
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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 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. |
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In this menu, the following additional functions for managing the work list are located: |
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Function: |
Description: |
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Activates a pop-up window from which you can edit the details of the list information, i.e. type, name and order number. |
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Activates a pop-up window from which you can import a saved work list in |
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Activates a pop-up window from which you can export the current work list as a |
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Deletes selected items in the list. If no items are selected the list will be deleted. |
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Takes you to the List repository view where you can select another list to work with. |
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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 button, the list is created and opened.See the how-to article Creating a new work list or part list for further instructions. |
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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.
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.