What’s the Case Quickstop Banner?

The Case Quickstop Banner is a banner at the top of the Editing Case page that clearly and more prominently displays the crucial information and essential actions your users interact with on a regular basis to keep the case moving.

It contains crucial information, including:  

• Case Number
• Customer Name
• Repair Status
• Repair Order
• Unit Number
• Assigned User

And essential actions, such as:

• Follow Case
• Check-In
• Request-Approval
• Asset Ready
• Asset in Service
• Close Case

In order for users at your Dealer Location to see this banner, you need to use your Dealer Admin permissions to enable it for your location.

Once enabled, you can configure which data displays and the order in which it displays on the banner to make sure your users see the information that’s important to your Dealer Location. 

Configure the Banner Fields

The features of the Case Quickstop Banner include four data fields, important actions, previous page links, and a sticky header that scrolls with the user as they move down the page. 

By default, no data will display in the four data fields. You have the option of configuring what data displays in these fields to fit the needs of your Dealer Location.

PRO TIP: We recommend completing this step before enabling the banner so your users have a seamless user experience and only see your finished configuration.

To configure the banner as a Dealer Admin user: 

1. Open your Dealer Location from the Portal.
2. From the menu bar, click Admin.
3. From the Administrative Tools list, select Quickstop Banner Preferences. 
   On the page that displays, you’ll see four Field dropdowns. 
4. For each Field, select the data you want to display for your users on the Case Quickstop banner. Click Field Options to see a table that outlines your options for each field.
   1. You can select up to four fields in any order you choose or leave them empty.
   2. The order in which you select your data also determines the order in which they display on the screen (i.e., Field1 displays the farthest left, Field4 displays the farthest right).
   3. People tend to read from left to right, so consider selecting the most important and widely used data first.
5. After you select the data for each field, you’ll be given the option to select a sub-field of additional, related information to display below the field you selected.
   1. The data you select to display will determine the data you can select for the sub-field. Not all fields will have the option for sub-fields.

Once you’re done configuring your fields, click SAVE CHANGES. Changes made to the Quickstop Banner configuration take effect immediately after saving.

Field Options

When you select a Field Option below for one of your fields, you’ll be able to choose from the related Sub-Fields Options to display below the main field. You can select up to 2 sub-fields to display for each main Field Option.

Enable the Banner

When you enable the banner, users will begin seeing it immediately. At any point after you enable it, you can change the configuration of the banner or even disable it and have your changes update for your users immediately. 

PRO TIP: We recommend configuring the banner as described above before enabling it, so your users only see your finished configuration.

To enable the banner as a Dealer Admin user:

1. If you're already on the Quickstop Banner Preferences page, click BACK TO ADMINISTRATIVE TOOLS at the top of the screen
   1. Or, if you've navigated away from the Banner Preferences page, Click Admin from the menu bar.
2. From the Administrative Tools list, select Customize Your Database, then Location Information.
3. On the Features tab, look for a feature called Enable Quickstop Banner.
4. Use the dropdown to select YES for this feature.
5. At the bottom of the screen, click SAVE FEATURES at the bottom of the page.

Users will begin seeing the Case Quickstop Banner the next time they refresh their screen or navigate to the Editing Case page. 

Supported Browsers

Same as those supported by the rest of the application: See also Browser Support Policy

Need Help? 

Contact us by sending an email to support@decisiv.com.