WCLC - Service Call Closing

1

WCLC Service Call Closing

1. Refer to AS400 for the Pathway. Warning Board (Tech).

2. Input the technician ID next to ‘Technician’.

3. Press Enter.

4. Confirm with technician ticket Number or business name to be closed and put your cursor on it.

5. Press F15 (shift F3).

6. Ask the tech if he wants to close the ticket complete or incomplete.

7. Put a C in front of the ticket for complete closing or I for incomplete closing.

8. Press F12 to go back while they action and redo previous steps once they confirm.

NOTE:  You might get a warning message: “Tech must be arrived in FSE before closing.” This means the technician did not mark himself as Arrived on MFS mobile. Advise him to do so, or you can do it on their behalf.

9. Confirm with technician the “Dispatched’ and “Arrive” time (Information should be on screen otherwise input it).

10. Ask technician for the closing time, input the information on Finish date and time field.

11. If there is a late code already entered, remove it and press enter to continue.

12. If you get the message “Call is late and no reason”, ask technician what the late reason is.

13. Press F4 on “Excusable late reason code” field to select the appropriate code (put an X beside).

14. Press ENTER.

15. At the question: ‘’Confirmation of the changed information is required. Is it Correct? (Y/N)’’ enter Y.

16. Ask the Tech for the KMs travelled and enter it in the KM’s field and press enter.

17. At the question: ‘’Confirmation of the changed information is required. Is it Correct? (Y/N)’’ enter Y.

18. Press ENTER at the “Internal billing notes” screen. Do not enter any information in this screen.

19. Ask tech if he replaced a serialized device.

Did You Find This Article Helpful?