cccone.com release 2024.05.10

Here's what's new in cccone.com release 2024.05.10 for Repair Facilities.

Note: The availability of the features below may vary based on the products licensed by your company.

Workfile: Backstage menu updates

We've updated the workfile backstage menu on cccone.com.  These updates provide access to actions and saved documents on the workfile.  Summary of changes as follows:

Home Menu

Depending on user security permission and workfile state, the first menu listed in backstage was called "Save," "Exit," or "Restore". This is now always called "Home."

Within the Home menu, users will still find actions for Save, Exit, and Restore, as well as workfile summary detail. In addition, users will now find buttons for launching workfile actions New Event and New Note. In the near future, this menu will also provide access to recent documents (form letters, purchase orders, etc.) created on the workfile.

Figure 1

New Menu

This menu provides actions for creating new items or documents on the workfile. Right now this menu includes New Event and New Note actions. Shops with Repair Workflow Parts Management features will also see New Purchase Order. You can expect available actions in this menu to grow as more features are added to cccone.com

Figure 2

Open Menu

This menu provides access to documents saved to the workfile. Right now this includes purchase orders. In the near future, form letters and other parts documents will be available to open from this menu.

Figure 3

To access the workfile backstage:

1. Open a workfile to view or edit on cccone.com
2. In the lower left corner of the workfile, click the menu button

Notes:

• User must have one of the following security permissions to open workfiles on cccone.com:
  • Create and edit workfiles
  • Search and view (read-only) workfiles
• The Home menu is always available on all workfiles, regardless of workfile status
• Availability of "New" actions in the Home menu is dependent on workfile status and user security permissions
• New and Open menus may be conditionally available based on workfile status or user security permissions
• There is no change to existing functionality in Print, Export, Send, and Actions menus

Checkout: Action Required notifications

When completing an order through Checkout, users with valid permission may now see a notification that there are "Action Required" items in the Parts Dashboard. If there are items that require action, a notification is displayed in the Checkout success screen.

To access this feature:

1. Open a workfile with replacement parts to order in either cccone.com or the desktop app
2. Select Checkout
3. Select parts to order, then click Order Parts

If the notification is displayed, you'll have the option to view action required items in the Parts Dashboard on cccone.com.  Simply click the Review Order Updates button.

Figure 4

Notes:

• The Action Required notification will only appear for users with the following security permission: Parts - Manage all aspects of parts procurement from a single dashboard
• The notification will be displayed in the Checkout screen for shops with and without Repair Workflow (i.e. available to all shops that order parts through Checkout)
• The notification will be displayed in the Checkout screen when launched from either cccone.com or the desktop app
• When launching Checkout from the desktop application, this notification will only be displayed for R43 and higher

Parts Dashboard: Vendor chat buttons

We recently introduced the Vendor Messages view in the Parts Dashboard. In this view you can manage vendor messages associated with your electronic orders. This release we've added access to vendor messages in the following areas: 

• Parts Dashboard, Pending queue
• Purchase Order search
• Workfile Orders view

When accessing purchase orders from the screens above, you'll now find a Vendor Chat action. Clicking Vendor Chat launches a fly-out for you to send messages to the vendor. You can start a new message thread with the vendor or respond to an existing one.

Figure 5

Figure 6

Figure 7

Notes:

• Users must have the following permission to access the Parts Dashboard: Parts Dashboard - Manage all aspects of parts procurement from a single dashboard
• Users must have one of the following permissions to access Purchase Order search and the workfile Orders view: 
  • Purchase Orders - Create, search, view, and void purchase orders
  • Parts Dashboard - Manage all aspects of parts procurement from a single dashboard
• The Parts Dashboard and workfile Orders view is available to shops with or without Repair Workflow
• Purchase Order search is only available to shops with Repair Workflow Parts Management features

Build Sheets: Support for supplements

Shops enabled with Build Sheets now have the ability to download build sheet data on supplement workfiles via cccone.com. When creating a new supplement, users can download build sheet data if it has not already been download on the workfile.  This will download the Vehicle Equipment Report and enhance parts filtering capability on the workfile.

To access this feature:

1. Open a workfile with a preliminary supplement on cccone.com
2. Go to the Vehicle screen
3. Select Factory Build Sheet in the toolbar

Figure 8

Build sheet data is downloaded and applied to the vehicle. Go to the Options screen or Photos screen to access the Vehicle Equipment Report. Additionally, build sheet level filtering is automatically applied to the parts database in the Estimate screen.

Figure 9

Notes:

• Only shops licensed with the following feature may access build sheets on cccone.com: Build sheets
• User must have the following security permission to download build sheets: Create and edit workfiles
• Build sheet data may be retrieved on cccone.com no matter which CCC ONE application was used to create the workfile
• Not all manufacturers provide factory build sheet data. The Vehicle Equipment Report will still be retrieved and saved to the workfile where build sheet data is not supported.