How to create a Health Check Order

1. Introduction

Health Check Order is a kind of work order used by workshops to arrange inspections. Generally speaking, the technician or staff will create a Health Check Order for the vehicle before starting the inspection.

Health Check Order could be created on Intelligent Technician and Shop OS.

When creating a Health Check Order, these are needed: Health Check item, technician, salesperson, and start time.

2. Use Cases

Use case 1

After creating a Service Order for a BMW, the technician uses Intelligent Technician to create a "Comprehensive Health Check" for the vehicle.

• The technician logs in Intelligent Technician, clicks "+", clicks "check in", then inputs license plate, clicks "Detail" to enter the Service Order page.

• The technician clicks "Add", a window of standard pricing item will pop up.

• The technician clicks "Standard pricing item".

• The technician clicks "Comprehensive Health Check", then clicks "Next".

• The technician assigns the order to himself and adds a salesperson, chooses a start time, then clicks "Confirm".

Click "Edit" to change the technician.

• A Health Check Order is created.

Use case 2

After creating a Service Order for BMW, the staff uses Shop OS to create a "Comprehensive Health Check" for the vehicle.

• The staff logs in Shop OS, searches license plate, then enters into the Service Order page.

• The staff clicks "Standard pricing item", a window of standard pricing item will pop up.

• The staff clicks "Comprehensive Health Check", then clicks "Confirm".

• The staff assigns the order to the technician and the salesperson, chooses a start time, then clicks "Confirm".

• A Health Check Order is created.

3. Common questions

What should I do if there is no standard pricing item?

• Please login Brand OS to set Health Check Template.