Vehicle details in the order
Consulting the Vehicle Technical Sheet from the Order
Permits viewing the vehicle's summary sheet from the work order header via a tabbed modal, maintaining the operational context while reviewing technical data and observations.
Step-by-Step Guide
- Go to the simplified header of the active work order and open the Vehicle card menu.
- Select the View details option.
- Review the Information tab to validate critical vehicle data such as License Plate, Chassis Number (VIN), Model Code, Engine Code, Current Mileage, Warranty, and Next Service.
- Switch to the Observations tab if you need to check historical comments associated exclusively with the vehicle.
- If you require an extended lookup outside the order environment, click the Go to full sheet button.
Pro Tips / Usage Notes
- When the vehicle has observations recorded in its file, the system activates a visual alert indicator next to the modal access link.
- This same indicator is replicated internally on the Observations tab to facilitate immediate location and review by the technician.
- Using this modal format prevents the user from losing focus or progress on the work order they are currently interacting with.
Relationship with Other Modules
It directly connects the workshop order header with the vehicle master file and the platform's cross-system log of general observations.
Recording Cross-System Vehicle Observations
Allows recording new vehicle observations from the order view to maintain the traceability of relevant events with a global scope that transcends the current work order.
Step-by-Step Guide
- Open the vehicle detail modal from the work order header.
- Go directly to the Observations tab.
- Select the option available in the interface to add a new note to the vehicle list.
- Enter the operational comment in the enabled text field.
- Confirm the action to save the record and verify that the new observation is immediately added to the visible list.
Pro Tips / Usage Notes
- Observations added in this section have a cross-system scope, meaning they are not limited to the source order and will be visible in any future workshop intervention or reception of this vehicle.
- It is recommended to use this feature to document recurring issues, technical safety warnings, or critical context for long-term utility.
- Maintain a clear, technical, and direct writing style to ensure that the rest of the workshop team can correctly interpret and reuse the information.
Relationship with Other Modules
It integrates natively with the vehicle master record and the shared context history across different repair orders and workshop receptions.
Modifying and Updating Vehicle Comments
Allows immediate updating of already recorded vehicle observations from the detail modal itself, ensuring information remains current without interrupting the order workflow.
Step-by-Step Guide
- Open the vehicle modal from the order header and go to the Observations tab.
- Locate the specific note requiring review or correction within the chronological order.
- Click on the edit option available for that specific record.
- Modify or supplement the content in the pop-up text editor.
- Confirm and save the changes so that the list immediately reflects the updated version of the observation.
Pro Tips / Usage Notes
- Carefully review the new wording before saving changes to ensure that no critical information or technical context for future diagnostics or receptions is deleted.
- This feature is ideal for adding precision to existing notes as new details about the vehicle's actual condition are discovered during its stay in the workshop.
- Keeping existing observations updated helps prevent unnecessary duplication of comments and visual clutter on the vehicle's technical sheet.
Relationship with Other Modules
It keeps the vehicle record information perfectly synchronized with the service advisor's daily activity and the technical decisions made within the current order.