Here's what's new in cccone.com release 2024.08.30 for Repair Facilities.
Note: the availability of the features below may vary based on the products licensed by your company.
Calendar: Shop Calendar
Viewing the Shop Calendar is now available on cccone.com. Shops licensed with Calendar features will now find a "Calendar Dashboard" item in the main menu on cccone.com. When viewing the shop calendar you will see:
- Tasks
- Appointments
- Vehicle In and Vehicle Out dates
- Other blocked time
As on desktop, you can view items on the calendar by day or by week. You can filter items to a specific estimator. You can also view item details simply by clicking on the item in the calendar.
Figure 1
Figure 2
Overlapping appointments/tasks split the same time block on the calendar. They do not stack into a single item as seen in the desktop app. Items displayed on the calendar are color coded for quick identification:
- Light grey = General blocked time
- Medium grey = Completed
- Red = Overdue
- Light blue = Task items
- Medium light blue = Repair appointments
- Blue = Estimate appointments
- Medium blue = Vehicle In milestones
- Dark blue = Vehicle Out milestones
Figure 3
On the right-hand side of the screen, you'll find the "Upcoming" panel. This panel lists upcoming items for the day or week, depending on the calendar view selected. For items tied to a workfile, the vehicle owner, vehicle, and estimator initials are provided. There is also a link to open the workfile for viewing/editing.
To access this feature:
- Select Calendar in the main menu
- Click the View button to change between Day and Week views
- Use the small calendar in the upper left corner to select days/weeks to view
- Set Show and Estimators options as desired to filter calendar items displayed
- Click on an item block in the calendar to view item details
Notes:
- Shop must be licensed with the following product to access Shop Calendar: Calendar Dashboard
- User must have the following security permission enabled to access Shop Calendar: Manage the shop calendar and schedule of appointments
- Shop Calendar detail is limited to viewing items up to 1 year in the past and 2 years in the future
- Shop Calendar is read-only at this time - the ability to create and edit calendar items will be included in an upcoming release
Calendar: Exceptions views
Calendar Dashboard exceptions queues are now available to view on cccone.com. Each queue highlights different items that require action.
Unassigned
Items in this queue include workfiles that are not assigned to an estimator. To resolve items that appear in this queue, make sure an estimator is assigned to the workfile.
Unscheduled
Items in this queue include workfiles that do not have an estimate appointment. To resolve items that appear in this queue, create an estimate appointment or task.
Overdue Appointments
Items in this queue include estimate appointments, repair appointments, Vehicle In milestones, and Vehicle Out milestones that have past their due date and time. To resolve items that appear in this queue, either reschedule or complete/cancel the item.
Exceptions
Items in this queue include Vehicle In and Vehicle Out milestones where complete dates don't match the due dates of a corresponding appointment. To resolve items that appear in this queue, make sure related appointments are before the actual milestone complete date.
To access this feature:
- Select Calendar in the main menu
- In the white bar on the left side of the screen, click the Calendar Exceptions button
- Click on the individual queues to view items listed in the queue
Figure 4
Notes:
- Shop must be licensed with the following product to access Shop Calendar: Calendar Dashboard
- User must have the following security permission enabled to access Shop Calendar: Manage the shop calendar and schedule of appointments
- Items displayed in the Calendar Exceptions queues are read-only at this time - the ability to resolve items from the queues will be implemented in an upcoming release