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Work with Service Notices

Understand service notices, see which serials and clients are affected, and start a claim when required.

Video coming soon

This video is in the works.

What you'll learn​

  • Reviewing a service notice and its documents
  • Seeing affected serials in stock and affected clients
  • Creating a claim from a mandatory service notice

Before you start​

  • Go to Services and open the Service Notices tab.

Steps​

  1. Switch between the In stock and Client affected views with the toggle, and search with "Search a service notice, item or serial...". The search matches the notice's code and title as well as the affected items and serials.
  2. Filter with All service notices, Unresolved service notices, Mandatory, or a service notice type, and sort the list (for example Number of serials affected).
  3. Expand a notice to list the affected serials in stock, grouped by model (or the affected clients, with their phone and email), or click View service notice details to open the full view.
  4. In the detail window, use the Details, In stock, and Client affected tabs. The Details tab shows the in-stock and clients-affected charts and any Documents. The In stock tab can be searched by item or serial; the Client affected tab by item, serial, owner, email, or phone, and sorted by client name, item name, or item serial. Both tabs can be narrowed to Unresolved service notices.
  5. For a serial that still needs work, click Create claim to start a claim pre-filled with that serial, the notice, and its claim elements. Where a claim already exists, click View claim instead. Click a serial number (or View serial details) to open the vehicle.

Good to know​

  • A Mandatory notice shows a warning icon with the note "Mandatory. As long as this service notice is not completed, it won't be possible to register the related item serial."
  • Each notice shows how many serials or clients remain to repair (for example "3/10 in inventory to repair") and the date it has been active since.
  • A repaired serial is marked Repaired with its date; if it was repaired but no claim is found, a No claim warning appears in place of the claim link.
  • If a client's vehicle is already in a claim filed by another dealer, the row shows a disabled In claim button instead of View claim.
  • When the Unresolved service notices filter is on, expanding a notice lists only the serials or clients that still need a repair.
  • Create claim appears only if you have permission to manage claims.
  • Advanced options let you Export service notices or Export serials. The export follows your current search and filters.