Use Quick Actions to Update Repair Status

At the top of the Editing Case page, there are four quick action buttons you can use on a case.

• Check-In
• Click this button when it’s time to check the asset into your location.
  
  It will automatically post the case to the customer.
  
  The repair status will update to Checked-In and the notes you enter along with a date and time stamp will be captured in the Notes of the case.  
  
  Depending on your location setting, the system may set a Follow-Up Time. For more information, contact our administrator.
  
  

• Request Approval
• Click this button to request approval for the first estimate and any subsequent estimates.
  
  It will automatically post the latest estimate to the customer for review.  
  
  The repair status will update to Hold (auth) and the notes you enter along with a date and time stamp will be captured in the Notes of the case.  

• Asset Ready:
• Click this button as soon as repairs are complete.
  
  It will automatically inform the customer the asset is ready and waiting at the shop.  
  
  The repair status will update to Complete (here) and the notes you enter along with a date and time stamp will be captured in the Notes of the case.
  
  Depending on your location settings, the system may set a Follow-Up Time. For more information, contact your administrator.
   
  

• ­Asset In Service:
  • Click this button when repairs are complete and the customer has picked up and paid for the asset.
    
    It will automatically inform the customer the asset is done and left the shop.
    
    The repair status will update to Complete (gone) and the notes you enter along with a date and time stamp will be captured in the Notes of the case.
    
    Depending on your location settings, the system may set a Follow-Up Time. For more information, contact your administrator.

To perform a quick action on a case:

1. Search for the case and open it for editing.
2. Click the desired Quick Action.
   They appear in green right below the Case Number.
   
3. Pick a recipient from the list to notify.
4. Enter the Arrived At time, ETR, or ATR, etc. depending on the button used.
5. Input a custom note.
6. Click OK.