Appointment Review
- User Roles and Available Options:
If, after accessing the application through login and having any of the access roles except for the role of CallCenterAgent or Adviser, you will see the option "Appointments to Review" in the side menu.
- Appointment List Screen:
Upon accessing the pending appointments section, you will be able to view a list showing all appointments that need to be reviewed.
The screen displays a maximum of 100 appointments per page. The order of appointments is predefined, prioritizing the most urgent ones.
- Information Update:
To get the most recent information, a manual refresh button is available. When clicked, the list will update with the most current information.
- Access to Appointment Details:
There is a button "Open appointment in SIMA" within the appointment list. If you click on the button, it will redirect you to SIMA Desktop, and from there you will see the specific details of the appointment.
- Appointment Search and Filtering:
You have a search field in the appointments section so you can filter appointments by different criteria: company name, workshop, chassis, or license plate. The search will only be activated after entering at least 4 characters and will be performed automatically 1 second after no more characters are entered into the filter.
- Notification Management:
When an appointment is created or canceled, a notification will appear requesting to refresh the appointment list to update the changes made. The notification does not expire until you close the window.
- Appointment Review:
In the pending appointments section, once the appointment has been managed, you can mark it as reviewedTo do this, you must click on the “Mark as reviewed” option in the actions section on the right. After clicking the button, the appointment will change to status “Appointment Reviewed”
If you are the one performing the action, you will not receive any alerts or notifications. If it is another person, that person will receive a notification informing them that there are changes in the managed appointments so they can update said information when they wish.
Clicking on the license plate of an appointment in the list will access the vehicle's record, but only in cases where the vehicle is not in a draft vehicle state (vehicle without chassis information).