cccone.com Release 2025.06.06

Here's what's new in cccone.com release 2025.06.06 for Repair Facilities.

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

Tasks

Tasks Dashboard

Shops now have access to the Tasks Dashboard on cccone.com. The Tasks Dashboard includes two views for the user to manage tasks:

• Tasks Dashboard - This view shows open tasks categorized into queues
• Task Search - This view provides users with the ability to execute a search for open and closed tasks based on specified criteria

To access this feature:

1. Log into cccone.com
2. Select the main menu button in the upper left-hand corner of the screen
3. Select Schedule, then Tasks

By default, the Tasks Dashboard view is displayed. This view provides quick access to open tasks in the following categories:

• My Tasks - Tasks specifically assigned to the logged in user
• My Overdue - Tasks assigned to the logged in user where the due date has passed
• All open tasks - Incomplete tasks regardless of person assigned and due date
• Unassigned - Incomplete tasks without a person assigned
• Overdue - Incomplete tasks regardless of person assigned where the due date has passed

All queues provide the ability to Complete, Cancel, and Edit the tasks displayed in results. If the task is associated with a workfile, the user can also View workfile details.

To switch to the search view, click the Task Search button in the white bar on the left-hand side of the screen. All tasks within the shop location are displayed. To execute a search, change desired search criteria, then click Search.

From both the Tasks Dashboard and Task Search, you can create new tasks. To create a new task:

1. Click Add task in the toolbar at the top of the screen
2. Select Task Type
3. Enter additional detail as desired, then click Save

Notes:

• Access to the Tasks Dashboard and Task Search is available to all users with a CCC ONE login
• As with all items in the main menu, the Tasks option can be added to menu favorites
• Task visibility within the Tasks views may be limited based on security permissions
• Users with either of the following permissions can view all tasks in the organization:     
  • Tasks - Manage tasks created by or assigned to others
  • Calendar - Manage the shop calendar and schedule of appointments
• There are no additional permission required to create tasks (anyone with a CCC ONE login can create a task)
• Once saved, Task Type on the task cannot be changed
• Once saved tasks cannot be deleted or associated with a different workfile - status can be changed to Complete or Cancelled

Workfile Tasks

Shops can now manage tasks on the workfile in cccone.com. Users can view all tasks associated with the workfile, edit task details, and create new tasks.

To access this feature:

1. Open a workfile on cccone.com
2. Click the triple-dot quick action button in the blue bar at the top of the screen

The Tasks drawer is displayed. Open tasks are displayed by default. Each task listed will show the task type, person assigned, and due date/time. Overdue tasks are highlighted with a red bullet.

From the Tasks drawer you can:

• Quickly complete open tasks by clicking the check button
• Edit the details of any task by click the pencil button
• Hide and show completed tasks by checking/unchecking the Show completed tasks option
• Create new tasks on the workfile by clicking Add Task

When editing task details you can update Assigned To, Due Date, task duration, and Status. You can also update comments on the task. Any changes made to the task are recorded to task history. To view task history, click the History tab in the Edit Task fly-out.

Notes:

• Access to workfile tasks is available to all users with the ability to open workfiles on cccone.com
• There are no additional permissions required to create tasks on the workfile
• Once saved, Task Type on the task cannot be changed
• Workfile tasks cannot be deleted or associated with a different workfile - status can be changed to Complete or Cancelled

Form Letters

Signature Capture

Shops enabled with Forms and Correspondence functionality can now create form letters on cccone.com that will capture electronic signatures and/or initials.  When creating new form letter templates, "Signature" and "Initial" tags can be inserted in the form letter body.  When completing these forms via cccone.com, placeholders for electronic signature are displayed. The customer can then use a stylus, finger, or mouse to sign where signature or initials are needed.

To create a form letter template with signature capture:

1. Go to Settings on cccone.com, then select Form Letter Templates
2. Open an existing form to Edit, or select Add to create a new one
3. Add template text as desired, then place the cursor where you want to insert initial or signature capture
4. Select Add field, then select Initial or Sign
5. Select Save

Once the template has been saved, the form letter is available to select on a workfile.

To access form letters with signature capture on the workfile:

1. Open a workfile on cccone.com
2. Select the workfile menu button in the upper left corner of the screen
3. Select New, then Form Letter
4. Select a form letter template with signature or initial placeholders
5. Select Save and Print
6. Select an initial or signature placeholder
7. Draw initials or signature in the box, then click OK
8. When finished capturing initials and signatures, click Done

The form is completed and automatically downloaded as a PDF file. Opening the PDF you'll find contents of the letter template include initials and signatures captured.

Notes:

• Shop must be licensed with the following product to access Form Letters: Forms and Correspondence
• Shop must have Centralized Forms enabled to access signature capture functionality within Form Letters
• User must have the following security permission to create Form Letter Templates on cccone.com: Manage centralized forms
• User must have the following security permission to create Form Letters on the workfile: Create and edit workfiles
• Signature field tags are only available when creating/editing form letters via cccone.com - tags are not available in the desktop application
• Signature field tags are available for use when creating ad hoc form letters within the workfile
• Signature field tags can be inserted anywhere in the form letter body
• Signature field tags can be used when editing form letter template text on forms created within the workfile
• Electronic initial/signature capture within form letters is only available on cccone.com - feature is not available in the desktop application

Strategic Part Programs

Loyalty Programs

Shops now have the ability to manage part Loyalty Programs via Parts Management settings in cccone.com. Similar to Strategic Part Programs, when a part vendor has a new loyalty program available for the shop, the program is displayed in the list of available programs. 

To enable part Loyalty Programs:

1. Navigate to Settings on cccone.com
2. Select Parts Management 
3. Go to the Strategic parts program section, then click Configure
4. Select a Loyalty program from the list, then click View to view program details 
5. Close the program details fly-out, then click Enable to enable the program

As new loyalty programs become available, the shop may receive a Vendors action item in Action Center. The action item will specify the vendor, program name, and provide an "Enable" action. Clicking Enable will navigate to Strategic Parts Program settings where the program can be enabled.

After a program is enabled, the shop may receive notifications regarding program updates and program expiration. These also appear in Action Center under Vendor > Messages.

Notes:

• User must have the following security permission to enable and edit Strategic Parts Programs: Edit repairer profile
• The first time a user navigates to Strategic Parts Programs settings, a Terms of Use screen will appear. User must accept the Terms of Use before parts programs can be enabled.

Action Items

After a Strategic Part Program or Loyalty Program is enabled for the company, it's possible for additional locations within the shop organization to be added to the program.  When this occurs the shop must enable the program for the newly added locations.  To facilitate resolving this scenario, the shop will receive an Action Item in the Vendors category.  

To access this feature:

1. Log into cccone.com
2. In the main menu, select Home
3. In the Action Center screen, select Vendors
4. Select items titled New location(s) added, then click Resolve

Selecting the Resolve action will launch the Enable Program wizard again. Complete the steps in the wizard to enable all locations added to the program.

Notes:

• User must have the following security permission to enable and edit Strategic Parts Programs settings: Edit repairer profile
• The first time a user navigates to Strategic Parts Programs settings, a Terms of Use screen will appear. User must accept the Terms of Use before parts programs can be enabled.

Production

Shared Boards

Shops enabled with Repair Workflow Production Management features now have the ability to share Production Boards, allowing shops clearer visibility to the work in progress. With shared boards, anyone in the shop can have read-only access to the content in the board. This includes viewing repair order summary information, repair plan status, and production related notes.

To share a Production Board:

1. Log into cccone.com using your regular ID
2. Navigate to the Production Board
3. Select an existing board you want to share, or create a new one
4. Click the Settings icon in the toolbar on the right side of the screen
5. Under Overview settings, check the box to Share this board

Once the board is set to share, a URL is generated.  Copy this URL and send it to the person or device you want to access the shared board.

To access a shared Production Board:

1. Open a browser window on the device where the board will be displayed
2. Paste the board URL into the browser address bar
3. Login to cccone.com using your regular ID

On successful login the shared board is displayed.  Board content is read-only and cannot be edited.  While the board is in view, anyone can scroll to view repair orders in the various phases.  You can also tap a repair order card to view the RO Summary, Repair Plan, and Production Notes.

Notes:

• Production Boards is available to shops licensed with the following product: Repair Workflow Production Management
• User must have the following permission to enable production board sharing: Create, edit, delete, and recalculate repair plan
• User must have a valid CCC ONE login to access a shared Production Board
• All content in the shared board is read-only, regardless of the login used to display the shared board
• If you are already logged into cccone.com, it is important to log out before logging into a shared production board on the same device

CCC Payroll

Access to Payroll Settings

Shops enabled with CCC Payroll now have access to Payroll Settings and Employee Settings from the Payroll Dashboard. This provides payroll managers with easy access to company and employee level payroll settings and documents.

To access this feature:

1. Log into cccone.com
2. Click the main menu button in the upper left corner of the screen
3. Select Payroll, then Payroll Dashboard

The Payroll summary view is displayed by default. In the white bar displayed on the left side of the screen you'll find two new buttons at the bottom of the screen:

• Employee Settings
• Payroll Settings

Employee Settings: Clicking this button navigates to the Employee Settings screen for the current location. From here the user can edit any employee in the shop location. User must have appropriate security permissions to access this screen.

Payroll Settings: Clicking this button navigates to the Payroll Settings screen. From here the user can access company level payroll settings, tax documents and tax filing preview. User must have appropriate security permissions to access this screen.

Notes:

• Shop must be licensed with the following product to access the Payroll Dashboard: CCC Payroll
• User must have the following security permission to access Employee Settings: Search and view (read-only) employees on cccone.com
• User must have the following security permission to edit employee records: Create, search view, edit, and deactivate employees
• User must have the following security permission to access company Payroll Settings: Payroll - Manage payroll activities as an authorized signatory for the organization

Tax Filing Preview

Shops licensed with CCC Payroll now have the ability to preview tax filings for the year. This allows the shop to preview employee W-2s for accuracy before they are filed.

To access this feature:

1. Go to the Payroll Dashboard on cccone.com
2. Click the Payroll Settings button in the lower left corner of the screen
3. Go to Tax filing preview and click View

Notes:

• Shop must be licensed with the following product to access company Payroll Settings and the Payroll Dashboard: CCC Payroll
• User must have the following security permission to access company Payroll Settings, including the Tax filing preview: Payroll - Manage payroll activities as an authorized signatory for the organization
• Content available within the Tax filing preview component is supplied and managed entirely by Check, a third party payroll provider