Actions list

1. List of appointments

This list contains the following:

Workshop booking requests from customers.
Workshop booking proposals that are accepted by customers.
Overdue inquiries and proposals without customers acknowledgment.
Pre-booked appointments when they automatically shift from status Pre-booked to Requested.
Workshop bookings that are canceled, declined or withdrawn by customers. All three of these are shown with status Cancelled.

The workshop booking requests are sorted on time to due, i.e. the most urgent request will be shown on top of the list.

Note

An email will be sent to the workshop's service manager/department in case a booking request has not been picked up and processed from the Actions list within 24 hours (configurable per market).

The list is structured in the following columns:

Column	Description
Appointment ID	Appointment's six digit ID number. Click this number to handle and view details of the appointment. Notification icons are displayed in this column. For a list with explanations on all notifications that may appear, see Appointments.
Customer Name	Name of the vehicle's primary driver, registered driver or owner. View customer details by clicking a customer name. A customer can occur on more than one row if the customer has made multiple requests. The icon represents workshop customers in My Customers list. This icon can be enabled or disabled by clicking, i.e. the customer/vehicle is added or removed from My Customers list.
VIN	VIN of the vehicle. By clicking a VIN, the vehicle details are opened in a new window.
Model	Model of the vehicle.
Year	Model year of the vehicle.
Mileage	Mileage (km/miles) of the vehicle when the workshop booking request was made. This information is sent by the vehicle (State Of Health data) or is manually entered by the customer at My Volvo ownership website. The unit km or miles is used based on market configuration.
Status	For further information, see Appointments.
Time To Due	Time until the workshop booking request is due (2 days after request has been sent by customer). If an appointment is escalated (not responded to in agreed time limit), the value in the Time To Due column is highlighted in red. In such a case, the customer/vehicle also appears in the Escalated list.
User Name	CDSID of the user who last updated the appointment.
Select button	When clicking the Select button, a vehicle tab for the selected vehicle is opened and you are directed to the List repository view under the Planning tab.

2. Fine-tune vehicle

Once you click a row in the Actions list, the VIN and other vehicle profile parameters are automatically populated in the Fine-tune Vehicle drop-down menus. From here it is possible to fine-tune the profile before you select the vehicle to open the Planning tab.

Note

It is not possible to change vehicles' model or year here. These are fixed and linked with the VIN.

It is possible to send the vehicle profile to the DMS by clicking the Send Vehicle Info to {0} 'DMS' button (not applicable for all DMS).