View Asset Information

On the Edit Asset page, the tabs along the top provide you with specific information on the asset including case history, warranty information, and more.

Attachments

The ATTACHMENTS tab allows you to upload files to an asset’s profile. This includes image files, Word documents, and PDF’s up to 10 MB.  

To upload a new attachment:

1. Click ATTACH FILE.

2. On the Attach File screen, click Choose File.
3. Select the file from your computer, and click Open.
4. In the Description field, enter a description of the file (e.g. Invoice).
5. If you do not want the customer to have access to the attachment, select the INTERNAL checkbox.
   NOTE: If the internal checkbox is not checked, the customer will be able to see the attachment.
6. Click Upload.

When the upload completes, the attachment will appear on the ATTACHMENTS tab.

To open the attachment in a new browser window, click the file name.

To change the INTERNAL setting to CUSTOMER, use the dropdown in the ACTIONS column. Changing this setting to CUSTOMER will allow the customer to view the attachment.

To delete the attachment, click DELETE from the same ACTIONS column.

NOTE: You must have General Manager permissions to delete an attachment.

Related Assets

The RELATED ASSETS tab contains any information on assets related to a case. For example, a tractor can be related to a trailer and/or reefer unit by utilizing this tab.

To add a related asset:

1. Click ADD A RELATED ASSET.

2. On the next page, enter the serial number (i.e., the last 6 or 8 digits of the VIN) or the unit number.
3. Click Search.

4. Locate the asset or equipment in the search results, and click Relate.

When the action completes, the new related asset will appear on the RELATED ASSETS tab. You can relate multiple assets with a single asset.

To remove the asset from the Related Assets list, click REMOVE from the ACTION column.

Case History

The CASE HISTORY tab lists all cases that were opened for the asset at the current service location only.

It includes the following information:

• CASE #: Click the case number to open the case.
• MODEL: Click the model info to go to the Edit Asset screen.
• UNIT #: Unit number of the asset.
• SERIAL #: The last 6 or 8 digits of the VIN.
• COMPLAINT: Complaint entered for the case.
• CREATED: The date and time the case was created.
• CLOSED: Whether the case is Open or Closed status.
• TOTAL: The current total on the latest version of the estimate.

If necessary, use the Next and Previous buttons on the bottom right to navigate to view more cases.

Shared History

The SHARED HISTORY tab lists any cases created at the current service location and any other service location across the network.

Cases created at the current service location are hyperlinked, so you can access the case by clicking on it.

For cases created outside of the current service location, you can click anywhere on the case’s row to view a Shared Event summary as to what happened in that case.

In-Progress Cases

The IN-PROGRESS CASES tab displays any active, open cases for the asset including those from other dealers.

It includes the following information:

• Repair Order Number
• Repair Status
• Time Created
• Time Last Updated
• Customer
• Service Provider
• Complaint

Cases created at the current service location are hyperlinked, so you can access the case by clicking on it.

You cannot access cases created outside of your service provider location or group.

Pending Work

The PENDING WORK tab displays any operations the customer chose to Defer on cases created for the asset.

It includes the following information:

• Deferred At time
• Description of the operation

If a customer is interested in a certain repair or operation, but does not want it performed right away, they can choose to Defer and revisit during the next service event.

When an operation is Deferred, it gets saved to the asset profile and displays under PENDING WORK.

NOTE: A Deferred operation stays on the PENDING WORK tab until the operation is added to a case from the Recommended Operations page, the operation is accepted by the customer, and the case closes.

When a new case is created, any Pending Work operations will display on the Recommended Operations page allowing users to add and submit to the customer for approval.  

Warranty/Campaign

The WARRANTY/CAMPAIGN tab lists any active recalls and warranty campaigns related to the asset.