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

  1. Access to the agenda: Once inside Order details click on the option Edit delivery date.
  2. 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.
  3. 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.
  4. 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.
  5. 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.