Change the delivery date for a workshop order
This functionality allows Service Advisors to view and modify the delivery appointment associated with a workshop order.
Step-by-Step Guide
- Access to the agenda: Once inside Order details click on the option Edit delivery date.
- Personal Calendar Load: Upon entering, the system automatically identifies you. Advisor Selector It will display your default name and the grid will load your assigned appointments in the view. Day.
- Check Other Colleagues' Schedules: Click on the dropdown menu of Advisor Selector.
- Search for and select the partner's name (e.g., "Ana Garcia"). The grid will instantly update with your appointments.
- Search for and select the partner's name (e.g., "Ana Garcia"). The grid will instantly update with your appointments.
- Calendar View Change: For a broader view, use the view controls and select WeekThe calendar will expand to show the plan for the entire week.
- Temporary Navigation: Use the arrows (< and >) located next to the date to move forward or backward days/weeks. When changing the day/week, the selected advisor will remain fixed for easy tracking.
Pro Tips / Usage Notes
- Registration Types: The calendar visually distinguishes between three types of blocks: regular appointments, unproductive hours (breaks, training) and periods of unavailability (full days).
- Time Accuracy: The calendar time scale (time intervals) and the default duration of deliveries/receipts are pre-configured according to your workshop's standards.
- Split Shifts: The system is capable of representing split shifts for the same advisor, clearly showing the available slots for appointments.
- Query Limit: For performance optimization, the system allows auditing availability ranges and appointments up to a maximum of 31 days.
Relationship with other modules
- Workshop Follow-up: Scheduled appointments directly impact the overall visibility of daily workload.
- Work Order Details: It automatically updates the expected delivery date and generates a record in the History of the Order to ensure traceability.
- Daily Workshop Planner: It allows for informed decision-making based on the actual availability of both mechanics and advisors.