> How do I create a new service repairer?
> How do I edit an existing repairer?
> Can I review the repairer's work capacity?
> How can I communicate with repairers?
How do I create a new service provider/repairer?
New users in Arnie require a profile to be created and permissions assigned. Creating a person requires entering the relevant contact information and selecting which roles and restrictions are relevant to their access.
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Click Repairers from the side menu
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From the drop-down select Create Repairer
- Complete the fields to add user details including:
- Repairer Id
- Name
- Contact Details
- Zone
- ABN
- Check the boxes of the relevant provided services, status and recommendation
- Click Submit
- The user will receive an email with an activation link for their profile
NOTE
Repairers should only have the repairer role
Fields with a red asterisk are mandatory
How do I edit an existing provider/repairer?
- Click Repairers from the side menu
- From the dropdown select Search Repairers
- Locate a repairer from the list, you can filter the search criteria by:
- Name
- Repairer ID
- ABN
- Repairer Status
- Zone
- RecommendedClick on the Repairer No to the left
- The Repairer Form appears, select a field to edit the details
- Once all edits have been made click Submit at the bottom of the page
NOTE
You can reverse changes you've made prior to saving by scrolling to the bottom of the page and clicking Reset
Changes to a person's profile are recorded in a history log which may be viewed by clicking View History on the Edit Repairer screen.
Can I review the repairer's work capacity?
Access to jobs, quotes, invoices and worklists is determined by the workgroup a person is assigned to and is defined by location. A person can only be assigned to one workgroup at one time but they are not required to be located in the location of the workgroup.
- Click Repairers from the side menu
- From the dropdown select Repairer Capacity
- Locate a repairer from the list, you can filter the search criteria by:
- Name
- Assessment Type
- Location
- Repairer Type
- Region
- Zone
- The results of matching Repairers will appear in the table below
- To review a detailed list by repairer click on the repairer's name
NOTE
Repairer capacity is configured by ???
How can I communicate with repairers?
In Arnie, you can generate a list of repairer emails to communicate with based on your selections.
- Click Repairers from the side menu
- From the drop-down select Email Repairers
- Enter relevant search criteria from options
- Click Submit to filter repairers
- Tick the checkbox next to repairers to include or tick Select All
- Click Email Repairers to add the repairer selected to an email message, generated through your default email client (Typically Mail or Microsoft Outlook)
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