- OU Name: The organization unit name can be selected from this list. The name of the organization which owns the reported equipment will be selected here.
- Search the equipment by entering its name or serial number or specification or location, then click the Go button. E.g., Enter serial number 12457, then click the Go button.
3. Once the clicking the go button, the list of equipment will be displayed. Select the required item from the list which you need to register a complaint.
4. The selected equipment details will be displayed on the screen.
5. Click the 
button to register a new complaint.
6. The New Call lightbox will be opened. The problem and equipment details are needed to be entered here.
Reported Problem: The details of the problem that occurred in the equipment will be entered here. For e.g., Oil leakage in the tank.
Problem Date: The date on which the problem occurred in the equipment.
Time: The time at which the problem occurred in the equipment.
Equipment Status: Mention whether the equipment is running or not. In few cases, the equipment can still function with the problem.
Call Nature: The call can be registered for various cases such as wiring fault, leakage, complete breakdown. Enter the appropriate case in the call nature.
Received By: Select the person who received the call.
Call From Type: The call can come from either employee of the organization or the other contact. Select as per the requirement.
Allotted Type: Once the call is registered, it will be allotted to an employee, technician, or third party.
Allotted To: The person who will be performing the activity is needed to be mentioned here.
Priority: Depends on the problem, the priority can be selected. If the problem affects the production of the organization then it will be given higher priority.
Problem Nature: The nature of a problem might be simpler one, average or heavier. Based on the problem select the nature.
Contact Name and Contact Mobile No: Enter the contact details of the person or organization who is reporting the problem.
7. Click the Save button. The problem details will be displayed on the table.
Once the complaint is registered, the notification will send to all Stakeholders.
Then the call will be assigned to the technician, and the technician will attend the call then he/she has to record his service activity. To record the service activity, select the equipment.
8. Click the Activity Button. The activity light box will be opened.
*********************************************************************************************
Path : Maintenance->Transaction->BreakDown Desk
Help Desk Call is another form to registering the service calls. Both new call registering and activity against the call reporting are can handled in one desk.
Here the listing of all equipment , registering the compliant are simplified and user friendly.
The User Interface
In the above we can search equipments list by its Name or specification or Serial Number ( if any ) or its location. This will reduce the equipment search time. For example
search the serial number 42282 and click "Go" Button
you will get the list of equipments having serial number like 42282
Click the Equipment you want to register the service complient
Once you select the equipments then the system display its other information as above. And now to register the complient click "+Call" as above.
Enter the necessary information about the complients.
All option are self-expalanatory. Once the information entered click "Save" Button to save the complient.
once the complient registered the notification will send to all Stakeholder.
once call assigned to technician and the techcician attend the call then he/she has to record his service activity.
To record the service acvitity select the equipment ( the color of the compliant has changed )
and press "Activity" Button
you will get option to enter activity details
Enter Activity information and save the activity by clicking "Save" Button
All activity against the call will be recorded here unitl the call closed.
Contents
Revisions
- November 13, 2021 @ 06:31:20 [Current Revision] by admin
- November 13, 2021 @ 06:31:20 by arul
- June 29, 2021 @ 06:29:43 by Surya BALAMURUGAN
- June 29, 2021 @ 06:28:57 [Autosave] by Surya BALAMURUGAN
- June 29, 2021 @ 05:39:04 by Surya BALAMURUGAN
- June 28, 2021 @ 12:50:19 by Surya BALAMURUGAN
- January 10, 2019 @ 05:48:07 by vv
- November 17, 2018 @ 13:39:07 by admin
- November 17, 2018 @ 13:38:36 by admin
- November 17, 2018 @ 13:38:33 [Autosave] by admin
- November 17, 2018 @ 13:18:22 by admin
- November 17, 2018 @ 13:18:03 by admin
- November 12, 2018 @ 05:38:50 by admin
- November 12, 2018 @ 05:36:15 by admin
- November 12, 2018 @ 05:35:34 by admin
- November 12, 2018 @ 05:34:44 by admin
- November 12, 2018 @ 05:21:36 by admin
Revision Differences
| November 17, 2018 @ 13:18:22 | Current Revision | ||
|---|---|---|---|
| Content | |||
| Added: Help Desk Call is used to register the service calls. This screen can manage both the new call register and the activity performed against the call reported. | |||
| Added: <strong>Path: Maintenance> Transaction>Help Desk Calls</strong> | |||
| Added: <a href="https:/ /help.goodbookserp.com/wp- content/uploads/ 2018/11/Help- Desk-Calls.png"><img class="alignnone size-full wp-image-14559" src="https:// help.goodbookserp.com/wp- content/uploads/ 2018/11/Help- Desk-Calls.png" alt="" width="1136" height="346" /></a> | |||
| Added: <ol> | |||
| Added: <li><strong>OU Name</strong>: The organization unit name can be selected from this list. The name of the organization which owns the reported equipment will be selected here.</li> | |||
| Added: <li>Search the equipment by entering its name or serial number or specification or location, then click the <strong>Go</strong> button. E.g., Enter serial number 12457, then click the <strong>Go</strong> button.</li> | |||
| Added: </ol> | |||
| Added: <a href="https:/ /help.goodbookserp.com/wp- content/uploads/ 2018/11/Help- Desk-Calls_02.png"><img class="alignnone size-full wp-image-14560" src="https:// help.goodbookserp.com/wp- content/uploads/ 2018/11/Help- Desk-Calls_02.png" alt="" width="945" height="45" /></a> | |||
| Added: | |||
| Added: 3. Once the clicking the go button, the list of equipment will be displayed. Select the required item from the list which you need to register a complaint. | |||
| Added: <a href="https:/ /help.goodbookserp.com/wp- content/uploads/ 2018/11/Help- Desk-Calls_03.png"><img class="alignnone size-full wp-image-14561" src="https:// help.goodbookserp.com/wp- content/uploads/ 2018/11/Help- Desk-Calls_03.png" alt="" width="1296" height="324" /></a> | |||
| Added: 4. The selected equipment details will be displayed on the screen. | |||
| Added: <a href="https:/ /help.goodbookserp.com/wp- content/uploads/ 2018/11/Help- Desk-Calls_04.png"><img class="alignnone size-full wp-image-14563" src="https:// help.goodbookserp.com/wp- content/uploads/ 2018/11/Help- Desk-Calls_04.png" alt="" width="1130" height="385" /></a> | |||
| Added: 5. Click the <a href="https:/ /help.goodbookserp.com/wp- content/uploads/ 2018/11/Help- Desk-Calls_05.png"><img class="alignnone size-full wp-image-14564" src="https:// help.goodbookserp.com/wp- content/uploads/ 2018/11/Help- Desk-Calls_05.png" alt="" width="66" height="33" /></a> button to register a new complaint. | |||
| Added: <a href="https:/ /help.goodbookserp.com/wp- content/uploads/ 2018/11/Help- Desk-Calls_06.png"><img class="alignnone size-full wp-image-14565" src="https:// help.goodbookserp.com/wp- content/uploads/ 2018/11/Help- Desk-Calls_06.png" alt="" width="951" height="584" /></a> | |||
| Added: 6. The New Call lightbox will be opened. The problem and equipment details are needed to be entered here. | |||
| Added: <strong>Reported Problem:</strong> The details of the problem that occurred in the equipment will be entered here. For e.g., Oil leakage in the tank. | |||
| Added: <strong>Problem Date</strong>: The date on which the problem occurred in the equipment. | |||
| Added: <strong>Time:</strong> The time at which the problem occurred in the equipment. | |||
| Added: <strong>Equipment Status:</strong> Mention whether the equipment is running or not. In few cases, the equipment can still function with the problem. | |||
| Added: <strong>Call Nature:</strong> The call can be registered for various cases such as wiring fault, leakage, complete breakdown. Enter the appropriate case in the call nature. | |||
| Added: <strong>Received By:</strong> Select the person who received the call. | |||
| Added: <strong>Call From Type:</strong> The call can come from either employee of the organization or the other contact. Select as per the requirement. | |||
| Added: <strong>Allotted Type:</strong> Once the call is registered, it will be allotted to an employee, technician, or third party. | |||
| Added: <strong>Allotted To:</strong> The person who will be performing the activity is needed to be mentioned here. | |||
| Added: <strong>Priority:</strong> Depends on the problem, the priority can be selected. If the problem affects the production of the organization then it will be given higher priority. | |||
| Added: <strong>Problem Nature:</strong> The nature of a problem might be simpler one, average or heavier. Based on the problem select the nature. | |||
| Added: <strong>Contact Name and Contact Mobile No:</strong> Enter the contact details of the person or organization who is reporting the problem. | |||
| Added: 7. Click the Save button. The problem details will be displayed on the table. | |||
| Added: <a href="http:// help.goodbookserp.com/wp- content/uploads/ 2018/11/HelpDeskCall_ scr6.png"><img class="alignnone size-full wp-image-10062" src="http://help.goodbookserp.com/ wp-content/uploads/2018/11/ HelpDeskCall_scr6.png" alt="" width="1282" height="484" /></a> | |||
| Added: Once the complaint is registered, the notification will send to all Stakeholders. | |||
| Added: Then the call will be assigned to the technician, and the technician will attend the call then he/she has to record his service activity. To record the service activity, select the equipment. | |||
| Added: 8. Click the Activity Button. The activity light box will be opened. | |||
| Added: | |||
| Added: | |||
| Added: | |||
| Added: | |||
| Added: | |||
| Added: ********************************************************************************************* | |||
| Added: <span style="text-decoration: underline;">Path : Maintenance-> Transaction->BreakDown Desk</span> | |||
| Added: | |||
| Unchanged: Help Desk Call is another form to registering the service calls. Both new call registering and activity against the call reporting are can handled in one desk. | Unchanged: Help Desk Call is another form to registering the service calls. Both new call registering and activity against the call reporting are can handled in one desk. | ||
| Deleted: Here the listing of all | Added: Here the listing of all equipment , registering the compliant are simplified and user friendly. | ||
| Deleted: <a href="https:/ /www.youtube.com/watch?v= S8fZtWwqBsY& feature=youtu.be">How To..</a> | |||
| Unchanged: The User Interface | Unchanged: The User Interface | ||
| Unchanged: <a href="http:// help.goodbookserp.com/wp- content/uploads/ 2018/11/HelpDeskCall_ scr1.png"><img class="alignnone size-full wp-image-10057" src="http://help.goodbookserp.com/ wp-content/uploads/2018/11/ HelpDeskCall_scr1.png" alt="" width="1281" height="314" /></a> | Unchanged: <a href="http:// help.goodbookserp.com/wp- content/uploads/ 2018/11/HelpDeskCall_ scr1.png"><img class="alignnone size-full wp-image-10057" src="http://help.goodbookserp.com/ wp-content/uploads/2018/11/ HelpDeskCall_scr1.png" alt="" width="1281" height="314" /></a> | ||
| Unchanged: In the above we can search equipments list by its Name or specification or Serial Number ( if any ) or its location. This will reduce the equipment search time. For example | Unchanged: In the above we can search equipments list by its Name or specification or Serial Number ( if any ) or its location. This will reduce the equipment search time. For example | ||
| Unchanged: search the serial number 42282 and click "Go" Button | Unchanged: search the serial number 42282 and click "Go" Button | ||
| Unchanged: <a href="http:// help.goodbookserp.com/wp- content/uploads/ 2018/11/HelpDeskCall_ scr2.png"><img class="alignnone size-full wp-image-10058" src="http://help.goodbookserp.com/ wp-content/uploads/2018/11/ HelpDeskCall_scr2.png" alt="" width="837" height="288" /></a> | Unchanged: <a href="http:// help.goodbookserp.com/wp- content/uploads/ 2018/11/HelpDeskCall_ scr2.png"><img class="alignnone size-full wp-image-10058" src="http://help.goodbookserp.com/ wp-content/uploads/2018/11/ HelpDeskCall_scr2.png" alt="" width="837" height="288" /></a> | ||
| Unchanged: | Unchanged: | ||
| Unchanged: you will get the list of equipments having serial number like 42282 | Unchanged: you will get the list of equipments having serial number like 42282 | ||
| Unchanged: <a href="http:// help.goodbookserp.com/wp- content/uploads/ 2018/11/HelpDeskCall_ scr3.png"><img class="alignnone size-full wp-image-10059" src="http://help.goodbookserp.com/ wp-content/uploads/2018/11/ HelpDeskCall_scr3.png" alt="" width="1311" height="244" /></a> | Unchanged: <a href="http:// help.goodbookserp.com/wp- content/uploads/ 2018/11/HelpDeskCall_ scr3.png"><img class="alignnone size-full wp-image-10059" src="http://help.goodbookserp.com/ wp-content/uploads/2018/11/ HelpDeskCall_scr3.png" alt="" width="1311" height="244" /></a> | ||
| Unchanged: Click the Equipment you want to register the service complient | Unchanged: Click the Equipment you want to register the service complient | ||
| Unchanged: <a href="http:// help.goodbookserp.com/wp- content/uploads/ 2018/11/HelpDeskCall_ scr4.png"><img class="alignnone size-full wp-image-10060" src="http://help.goodbookserp.com/ wp-content/uploads/2018/11/ HelpDeskCall_scr4.png" alt="" width="1260" height="436" /></a> | Unchanged: <a href="http:// help.goodbookserp.com/wp- content/uploads/ 2018/11/HelpDeskCall_ scr4.png"><img class="alignnone size-full wp-image-10060" src="http://help.goodbookserp.com/ wp-content/uploads/2018/11/ HelpDeskCall_scr4.png" alt="" width="1260" height="436" /></a> | ||
| Unchanged: Once you select the equipments then the system display its other information as above. And now to register the complient click "+Call" as above. | Unchanged: Once you select the equipments then the system display its other information as above. And now to register the complient click "+Call" as above. | ||
| Unchanged: <a href="http:// help.goodbookserp.com/wp- content/uploads/ 2018/11/HelpDeskCall_ scr5.png"><img class="alignnone size-full wp-image-10061" src="http://help.goodbookserp.com/ wp-content/uploads/2018/11/ HelpDeskCall_scr5.png" alt="" width="1007" height="521" /></a> | Unchanged: <a href="http:// help.goodbookserp.com/wp- content/uploads/ 2018/11/HelpDeskCall_ scr5.png"><img class="alignnone size-full wp-image-10061" src="http://help.goodbookserp.com/ wp-content/uploads/2018/11/ HelpDeskCall_scr5.png" alt="" width="1007" height="521" /></a> | ||
| Unchanged: Enter the necessary information about the complients. | Unchanged: Enter the necessary information about the complients. | ||
| Unchanged: All option are self-expalanatory. Once the information entered click "Save" Button to save the complient. | Unchanged: All option are self-expalanatory. Once the information entered click "Save" Button to save the complient. | ||
| Unchanged: <a href="http:// help.goodbookserp.com/wp- content/uploads/ 2018/11/HelpDeskCall_ scr6.png"><img class="alignnone size-full wp-image-10062" src="http://help.goodbookserp.com/ wp-content/uploads/2018/11/ HelpDeskCall_scr6.png" alt="" width="1282" height="484" /></a> | Unchanged: <a href="http:// help.goodbookserp.com/wp- content/uploads/ 2018/11/HelpDeskCall_ scr6.png"><img class="alignnone size-full wp-image-10062" src="http://help.goodbookserp.com/ wp-content/uploads/2018/11/ HelpDeskCall_scr6.png" alt="" width="1282" height="484" /></a> | ||
| Unchanged: once the complient registered the notification will send to all Stakeholder. | Unchanged: once the complient registered the notification will send to all Stakeholder. | ||
| Unchanged: once call assigned to technician and the techcician attend the call then he/she has to record his service activity. | Unchanged: once call assigned to technician and the techcician attend the call then he/she has to record his service activity. | ||
| Unchanged: To record the service acvitity select the equipment ( the color of the compliant has changed ) | Unchanged: To record the service acvitity select the equipment ( the color of the compliant has changed ) | ||
| Unchanged: <a href="http:// help.goodbookserp.com/wp- content/uploads/ 2018/11/HelpDeskCall_ scr8.png"><img class="alignnone size-full wp-image-10065" src="http://help.goodbookserp.com/ wp-content/uploads/2018/11/ HelpDeskCall_scr8.png" alt="" width="1276" height="478" /></a> | Unchanged: <a href="http:// help.goodbookserp.com/wp- content/uploads/ 2018/11/HelpDeskCall_ scr8.png"><img class="alignnone size-full wp-image-10065" src="http://help.goodbookserp.com/ wp-content/uploads/2018/11/ HelpDeskCall_scr8.png" alt="" width="1276" height="478" /></a> | ||
| Unchanged: and press "Activity" Button | Unchanged: and press "Activity" Button | ||
| Unchanged: you will get option to enter activity details | Unchanged: you will get option to enter activity details | ||
| Unchanged: <a href="http:// help.goodbookserp.com/wp- content/uploads/ 2018/11/HelpDeskCall_ scr9b.png"><img class="alignnone size-full wp-image-10068" src="http://help.goodbookserp.com/ wp-content/uploads/2018/11/ HelpDeskCall_scr9b.png" alt="" width="770" height="474" /></a> | Unchanged: <a href="http:// help.goodbookserp.com/wp- content/uploads/ 2018/11/HelpDeskCall_ scr9b.png"><img class="alignnone size-full wp-image-10068" src="http://help.goodbookserp.com/ wp-content/uploads/2018/11/ HelpDeskCall_scr9b.png" alt="" width="770" height="474" /></a> | ||
| Unchanged: Enter Activity information and save the activity by clicking "Save" Button | Unchanged: Enter Activity information and save the activity by clicking "Save" Button | ||
| Unchanged: <a href="http:// help.goodbookserp.com/wp- content/uploads/ 2018/11/HelpDeskCall_ scr10.png"><img class="alignnone size-full wp-image-10069" src="http://help.goodbookserp.com/ wp-content/uploads/2018/11/ HelpDeskCall_scr10.png" alt="" width="1277" height="413" /></a> | Unchanged: <a href="http:// help.goodbookserp.com/wp- content/uploads/ 2018/11/HelpDeskCall_ scr10.png"><img class="alignnone size-full wp-image-10069" src="http://help.goodbookserp.com/ wp-content/uploads/2018/11/ HelpDeskCall_scr10.png" alt="" width="1277" height="413" /></a> | ||
| Unchanged: All activity against the call will be recorded here unitl the call closed. | Unchanged: All activity against the call will be recorded here unitl the call closed. | ||
| Unchanged: | Unchanged: | ||
| Unchanged: | Unchanged: | ||
| Unchanged: <h3 class="title"></h3> | Unchanged: <h3 class="title"></h3> | ||
Note: Spaces may be added to comparison text to allow better line wrapping.
