The first panel of the New Work Wizard prompts the service writer to ask, "Do you have any specific problems to report or areas you would like us to inspect?" The purpose of this section is to collect any problems with the vehicle reported by the customer and add any information to help the technician during diagnosis.
All service categories are listed in a folder format on the left hand side pane. Each folder may be expanded to list all common complaints and pin-point inspections relative to that service category.
If the customer's reported problem was that his vehicle was overheating. The service advisor would expand the cooling folder and click on the overheating complaint. Under the notes section he would add a note something like, "Happens during highway driving". This might be information that can help the technician with the diagnosis.
In most shops, this common complaint is automatically linked to the cooling system pin-point inspection which carries a pre-determined charge to the customer to inspect the cooling system and report the technician's findings.
On the right-hand bottom pane, a summary of the reported problems and inspections requested to this point are displayed. Once all information is collected, the service advisor will click next and proceed.
Tip: If a mistake should be made and a complaint or inspection needs to be removed, move the mouse to the left margin of the summarized complaint or inspection where an open magenta colored bracket will appear. Click once and the item will be highlighted. Click on the Delete button just above the summary pane to remove it.
Tip: The schedule icon will appear at the top right of each pane of the new work wizard if quick schedule notes are present. Clicking the icon will provide the notes collected when the quick schedule was entered.
Reported Problems and Inspections Tour