Case Management
Solution Overview:
Automate asset maintenance and repair processes from check-in to check out through the Service Relationship Management (SRM) platform. Case Management allows users to create service events (cases) that include repair details with complaint/cause/correction commentary, asset build information, and service history information. Track the status of each service event from start to finish in order to better manage and improve shop workflow and utilization.
Case: Service Workflow Management Components
Collaboration and Notification
Users are provided in-context asset and service information at the point of service. All participants have access to relevant information about the asset based on a user’s function and role.
Diagnostics
Capture fault codes from telematics and shop diagnostics tools. Automatically create a case that contains this critical, in-context data to speed troubleshooting and repair times.
Inspection Center
Establish and complete a consistent inspection process and store results for historical tracking and analysis. Consistent inspections result in more effective preventive maintenance for fleets, which translates into less asset downtime, and improved safety. Service locations can expand the range of services provided and increase customer satisfaction.
Estimates
To speed the service process and reduce downtime, service providers are able to create electronic estimates and send them to asset owners for approval. Asset owners can approve estimates from service providers and other vendors as well as defer or decline individual line items.
Builder
Builds standard operations that include parts and labor, attachments, and web links to improve speed, accuracy, and consistency in the estimation and invoice process.
Parts Orders
Manage the parts ordering process in the context of a service event, creating estimates that include parts, the needs for those parts, and time estimations for parts ordering.
Shared Service History
The service history for all assets across a service network is available to streamline communication and decision-making. Service providers are able to implement better service practices by reviewing all previous events and identifying potential comebacks.