Firstly, let's get an understanding of what Priorities are.
Priorities are a way of assigning different levels of response times to a Customer and Jobs, you can also say if the priority ignores standard opening hours. So, you could have an urgent care priority for medical equipment with a response time of 1 hour at any time of day.
Getting There
You can find the Priorities field in the Customer Account Details page.
Head over to Customer & Site Records through the Records menu.
Then, select a customer and click the edit icon via the Action Tray to open the Customer Account Details page.
You can find the Priorities field in the General Information section.
Next, click on the ellipsis (...) to Add or create a priority.
Creating a Priority
You can access the edit or create a new Priority options by clicking the ellipsis (...) which opens up the Select Priority window.
Lets create a new priority by clicking the Add button which opens up the Edit Priority window.
Fill in the the necessary fields
Priority Code
Update equipment status when job is raised with this priority
Reference
Please select equipment status to be linked with this priority
Description
Response Time
Is VOR or Vehicle Off Road.
Ignore Branch hours
Hit Save when you have finished and you can select the new priority from the list.
Congratulations! You have created a new priority.
Set up a Job Priority with the VOR Feature
VOR or Vehicle Off Road is a feature to alert the engineer that a VOR is required for the job.
You can automatically associate VOR equipment items with a particular priority by:
Selecting the Is VOR radio button.
The Update equipment status when job is raised with this priority option will then appear.
Selecting this will then, allow the equipment status to automatically reflect the status selected here when raised against this priority.
Use the Ellipsis (...) to choose a status from the list or select Add to create a new one to add to the list.
When you create a new status:
Enter a Status description.
Choose whether the item is For Sale or Available for Hire by selecting the radio check box. You can't have both selected.
You can choose whether to notify engineers once equipment task is complete by selecting the Warn Engineer on Task Complete radio check box.
Next, mark whether the item is Customer Owned by selecting the radio check box if it is.
You are able to select if the item Requires an Inspection Job by selecting the radio check box if it does.
Complete the Automated Status and Status Validation sections by checking applicable radio buttons.
Finally, click Save.
