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- 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.
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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 | ||
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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> |
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