Managing Your VHCs with the VHC Grid
To access the VHC grid, navigate to Jobs > VHCs in the top menu. The VHC grid serves as the central hub for viewing all your health checks.
The top toolbar offers efficient search and filtering options, enabling you to quickly navigate through historic VHCs and those currently in progress.
You can filter by:
Date: Narrow your search to specific dates.
Search: Search through health checks by customer, vehicle, etc.
Technicians: View VHCs assigned to specific technicians.
Jobs: View VHCs assigned to open, closed, or complete jobs.
VHC Issues: Filter to see only checklists with issues or advisories.
Tasks: Show only complete or incomplete VHCs.
The grid itself displays contextual information about all vehicle health checks:
Ref: A unique ID for the VHC.
Date: Date of the VHC.
Description: Brief description of the VHC.
Customer / Vehicle: Information about the customer and vehicle.
Technician: Assigned technician for the VHC.
All Tasks Complete: Indicates whether VHC tasks are marked complete.
VHC Items Complete: Shows the number of completed checklist items.
VHC Summary: Provides icons for issues, notes, and media. Full-colour icons indicate additional information recorded, such as added photos or recorded advisories.
Communication: Icons indicate if the completed checklist has been printed, emailed, or sent via SMS.
Customer Portal: Link to the web-friendly VHC report sent to the customer.
From the VHC grid, you can access the full health check by double-clicking a record or selecting it and clicking "Edit" in the top toolbar. You can also access the associated jobsheet directly by right-clicking any VHC and selecting "Edit Jobsheet."
