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Creating an in-shop or in-field repair order

Updated on September 10, 2021

You can use a repair order to drill down to the root cause of issues and to complete diagnoses of issues using the diagnostics that are built into the repair order.

The repair order uses a Common request program to start the process that is required for your business.

You can schedule an in-shop or in-field repair of a product.

Once the repair order has been submitted, the system automatically converts it into a warranty claim case and sends it to an assessor if a manual assessment is required for the particular claim. The system can also auto adjudicate the warranty claim by paying the amount automatically.

Creating an in-shop repair order

To create an in-shop repair order, complete the following steps:

  1. Log in as a dealer. For more information on login credentials, see Operators list and description.
  2. Click New > Repair Order.
  3. Enter the serial number and check-in date in the corresponding fields. From the Location menu, select Repair In Shop.
  4. Optional: In the automotive layer, enter the vehicle identification number (VIN), odometer reading, check in date, and repair in-shop value from the Repair Locationfield.
  5. Enter the Customer concern code, Area of failure, and Failure date in the corresponding fields.
    You can use the Repair History tab notifications displayed in each Repair order case type to analyze the failure types of the same product. The tab contains all repair records performed on the selected serial number.
  6. ClickSubmit.
  7. Add the repair lines and enter any necessary details in each repair line. Note that you can add multiple repair lines to one Repair order case.
  8. Click Submit.
  9. Review the data for accuracy and then click Submit.

Creating an in-field repair order

To create an in-field repair order, complete the following steps:

  1. Log in as a dealer. For more information on login credentials, see Operators list and description.
  2. Click New > Repair Order.
  3. Enter the serial number and check-in date in the corresponding fields. In the Location menu, select Repair in Field.
  4. Click Submit.
  5. Select the Problem symptom and Problem type. Note that you can report multiple problems.
  6. Click Submit.
  7. Schedule an appointment with a technician by selecting a date and time.
  8. To confirm the assignment, click Schedule.
  9. To complete the procedure, click Submit.

Related articles

Repair order case typeRepair order cost calculationManaging a repair order

Tags

System Architect Lead System Architect Business Architect Experience Designer Pega Delivery Leader System/Cloud Ops Administrator Case Management Manufacturing

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