Click on "Configuration".
Click on the "RO Statuses" tile.
To add a new RO Status, click the "Add Repair Order Status" button.
Enter a new RO Status.
Click on the Green Check Mark to save.
To edit an existing RO Status, click on the Notepad icon, edit name, then save.
Please Note: You will notice there is a Step Number you can add for every Repair Order Status entered. The Step Number is used for the Kanban Workflow. It is used to choose the order of the columns in the Workflow view. To learn more about the Kanban View for Repair Orders please click on this link.
Once a new Repair Order Status is entered you will notice an Envelope icon to the far right of the screen.
The "mail" icon is used to setup notifications either internally or externally when the RO Status is assigned.
If you would like to use the notifications, make sure they are set to "Active" and change the applicable settings.
Keep in mind, for email or SMS communication to work properly, the users will need to be setup with a phone number and/or email address in their user profile.
The "Assignment" category sends out a notification when the RO status has been Assigned to a particular user.
"Notify other Employee(s)" will drop down a list of other users added to the account.
The "Internal Communication" section sends a notification when a RO has not been updated in a specified period of time.
The "External Communication" section is for sending a notification to a customer.
Please Note: In order for this feature to work, the customer must have a mobile number setup in their account for SMS and/or an email address added to their account for email messaging.