Here's what's new in cccone.com release 2024.12.06 for Repair Facilities.
Notes: The availability of the features below may vary based on the products licensed by your company.
Production Boards: Workfile Notes
Workfile notes are now visible on Production Boards! Shops now have the ability to configure workfile notes for display on production boards in the Note Type settings on cccone.com.
To configure Note Types:
- Go to Settings on cccone.com
- Click Note Types
- Select a note and click Edit
- Enable "Display this note type on production boards"
Figure 1
Only the note types configured for display on Production Boards will be visible. When notes exist on the workfile, an note icon is displayed on the repair order card.
Figure 2
To view workfile notes on Production Boards:
- Go to Production Boards on cccone.com
- Select the board you wish to view
- Click on the note icon displayed in the upper right corner of a repair order card
Figure 3
The repair order detail panel opens from the right side of the screen with workfile notes in view. From here you can review notes and add new ones as desired.
Figure 4
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: View the production schedule dashboard
- New note indicator is only displayed for 6 hours after the note is saved to the workfile
- Estimate Review notes, for shops licensed with Central Review, cannot be configured to display on Production Boards
Workfile: Estimate Right-click Menu
Based on shop user feedback, we've added a right-click menu to estimate lines in the Estimate screen on cccone.com. From the right click menu you can:
- Insert a manual line above or below the selected line
- Edit line notes
- Edit line properties
- Copy part number
- Delete the estimate line
To access this feature:
- Open a workfile with estimate lines on cccone.com
- Go to the Estimate screen
- Right-click on a part line
- Select desired action
Figure 5
Notes:
- User must have the following security permission to edit the workfile: Create and edit workfiles
- Edit line notes action displays the Line Properties screen with focus on the Notes tab
- Edit line properties action displays the Line Properties screen with focus on the General tab
- Copy part number action is only available on part lines where a part number exists
- When using Delete line on a part line, all related add operations for edging, clear coat, etc. are also removed from the estimate