cccone.com release 2024.10.11

Here's what's new in cccone.com release 2024.10.11 for Repair Facilities.

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

Calendar Dashboard: Assign Estimator

Shops now have the ability to assign an estimator to the workfile from the Calendar Dashboard. Workfiles that are not assigned appear in the Calendar Exceptions "Unassigned" queue. To resolve this exception an estimator must be assigned. 

To access this feature:

1. Select Calendar in the main menu on cccone.com
2. Click the Calendar Exceptions view
3. Select an item in the Unassigned exception list
4. Click Assign Estimator
5. Select an estimator, then click Save

Once an estimator is assigned, the screen refreshes and the workfile disappears from the Unassigned queue.

Figure 1

Figure 2

Notes:

• User must have the following permission to access the Calendar: Calendar Dashboard - Manage schedule of appointments
• Only estimators whose home location is the current login location may be assigned to workfiles from the Calendar Exceptions queue

Source Parts: Insurance part options

Shops now have visibility to insurance part options when sourcing parts on cccone.com. In addition to parts supplied by the shop's configured vendors, the shop may also receive additional alternatives from the insurance company. If a part is returned from the list of insurance alternatives, then an insurance icon is displayed.

To access this feature:

1. Open a workfile with an insurance company and estimate lines
2. Go to the Estimate screen
3. Click Source Parts at the top of the screen
4. Click any green tag displayed on the right-hand side of the estimate

The application executes a search for alternative parts. Insurance part options may overlap with shop results from configured vendors. When this occurs, an insurance icon is displayed on the result line. If an insurance part comes from a vendor is not configured for the shop, then a warning icon is displayed. You can still choose these parts for the estimate. However, they may not be available for electronic ordering.

Figure 3

Notes:

• Insurance part options are only available where an insurance company is specified on the workfile
• Part options from shop configured vendors will always be listed first in Source Parts results
• User must have the following security permission to Source Parts: Create and edit workfile

Payroll: Clock-out timecards

Shops now have the ability to forcibly clock-out timecards that are currently clocked in.

To access this feature:

1. Go to Payroll > Timecards on cccone.com
2. Select the By Punch view
3. Set the Status criteria to Clocked-in
4. Select a timecard from results, then click Clock-out

Selecting clock-out will update timecard status to "Clocked-out".  Once clocked out, the timecard can be edited and is available for selection in the employee paysheet.

Figure 4

Notes:

• Timecard functionality is only available to shops licensed with the following product: Repair Workflow Labor Management
• User must have the following security permission to access timecards on cccone.com: Create, search, view, edit and forcibly clock-out timecards

Production Dashboard: Kanban style board

Shops now have access to Production Boards on cccone.com. Production Boards are a kanban style dashboard shops can use to manage their production schedule. With Production Boards, a given shop location can:

• Create custom boards for managing work
• Update configuration of existing boards
• View summary detail for repair orders on the board
• Update repair plans by moving RO cards from one column to another

To access this feature:

1. Go to cccone.com and click the menu button in the upper left corner
2. Select Production Boards

Figure 5

The first time Production Boards are accessed, there may be no boards available to view. Simply click "Add Board" to configure your first board. Once your board is created, use the filter and settings buttons on the right-hand side of the search box to open the board configuration panel.

Production Boards are highly customizable. When configuring a board you will specify the following:

• Column type: Currently we support columns that align with repair plan phases. In the future other types will become available.
  
  
• Board name: This is how you will identify the board within a list of boards for the shop location. Your board name must be unique for the location!
  Figure 6
  
  
  
• Columns: Add the columns you'd like to see on your board. For each column you'll choose which repair plan phases map to the column. Then you can set the order you want columns to appear.
  Figure 7
  
  
  
• Card detail: You decide the information you want to see on repair order cards displayed on the board. There are over 20 data fields to choose from!
  Figure 8
  
  
  
• Filters: Use filters to show specific repair orders on the board. For example only repair orders for a specific insurance company or technician. There are 10 different filters that can be used in conjunction to display exactly what you want to see.
  Figure 9
  

Once configured, repair order cards will automatically distribute into the columns you've defined based on the current repair plan status. If a repair order doesn't fall into one of the defined columns, you'll see it under "Unknown". Currently, the following repair orders will be found under "Unknown":

• Repair orders without a repair plan
• Plan exists but repair has not started
• Plan exists and repair is complete

Figure 10

To update the repair plan on a given repair order, simply pick the card up and move it into another column. Based on the current phase and where you drop the card you may be prompted with the following:

• Complete phase now
• Complete phase as schedule
• Insert phase
• Incomplete phase
• Create a repair plan

Within the column you can set the order you want cards to display. Simply move the card up and down within the column to place in the desired position.

Clicking on a repair order card will provide you with summary information from the workfile.  On the right-hand side of the screen you'll see the repair order detail panel slide into view. By default, workfile summary information is displayed. This includes:

• Workfile priority
• Primary image & owner name
• Vehicle information (year, make, model, VIN, paint code, & trim code)
• Insurance information (company, claim number, & assignment indicator)
• Rental information (company & rental days)
• Estimate information (estimator, total dollars, & total hours)
• Parts, labor, and sublet status percentages

Figure 11

From this panel you can edit workfile priority simply by clicking the workfile priority chip. You'll also find a chip for selecting the repair order card color. The card color is displayed as a bar on the left-hand side of the repair order card. Use this color to help identify workfiles on the board.

Want to view more photos? Click on the vehicle photo. This will allow you to open the large image viewer in a separate tab or browser. From this view you can see all photos on the workfile while still viewing your production board.

Click on the Repair Plan Summary button on the right-hand side of the screen to view repair plan phases. For each phase you'll see:

• Phase name
• Actual and scheduled complete dates
• Current status (complete or overdue)

Figure 12

Click on the pencil icon at the top of the panel to edit repair plan details. This displays the Edit Repair Plan screen where you can manually adjust milestone dates and repair plan phases. You can add new phase, complete or incomplete existing phases, and even recalculate the repair plan.

From the repair order detail panel you can also navigate to the workfile on cccone.com. Click the blue arrow icon next to the repair order number at the top of the panel.

Notes:

• Production Boards is available to shops licensed with the following product: Repair Workflow Production Management
• User must have the following permission to view Production Boards: Production: View the production schedule dashboard
• User must have the following permission to edit repair plans via Production Boards: Create, edit, delete, and recalculate repair plan
• Production Boards leverages existing functionality for repair plan management. No changes were made to the configuration of repair plan templates and repair plan phases.
• Production Boards are unique to the shop location. In Multi-Shop Organizations, you must switch login locations to view boards specific to the location.
• Contact your CCC representative to learn more about Production Boards and activate this feature for your company.