Manage Vehicles in the Production List

Assign a vehicle to a new department. The repair status is automatically sent to the insurance company under the following conditions: 

• Auto Send Repair Status is active.

• The department is a shared department (flagged with a shield icon )

Note: If Auto Send Repair Status is active, assigning a department only sends the repair status to the insurance company. It does not send photos, diagnostics scans, or attachments automatically when new departments are assigned. If you want to include these artifacts, go to the Job Overview page and click Send.

1. On the navigation pane, click Production List.

2. On the Production List page, locate the repair order.

3. If active, turn off the Auto Refresh toggle. You cannot move vehicles if Auto Refresh is active.

   

4. Click the pencil icon in the Department column next to the vehicle you want to assign.

5. Select the department you want to assign the vehicle to, and then click Apply.

   

   Note: Some insurance companies may apply settings that prevent you from changing the repair status to a previous status. The Repair Status card is not updated to the previous status for those insurance companies if you move a vehicle backwards in the repair process. In addition, the insurance company does not receive the update to the previous status.

Add notes to a repair order at any time. These notes are only available on the Production List page.

1. On the navigation pane, click Production List.

2. On the Production List page, click + in the Notes column for the repair order.

3. In the Add Notes window, enter your notes in the Note box.

4. Click Add Note.

View or modify previous notes on the Production list.

1. On the navigation pane, click Production List.

2. On the Production List page, click in the Notes column for the repair order.

3. Do one of the following:

• Enter your changes in the Note box, and then click Save Note.

• Click Cancel if you didn't make any changes.

Set the Due In date and Due Out date on the Production List page if the date was not set.

Note: The Due Out date does not change the Estimated Completion Date (ECD) on the Repair Status card and is not sent to the insurance company. Use the Due Out date on Production List page if you want to share an internal Due Out date with those in your facility that is earlier than the Estimated Completion Date sent to the insurance.

Note: The Due Out date is updated when the Estimated Completion Date (ECD) is changed on the Repair Status card.

1. On the navigation pane, click Production List.

2. On the Production List page, click Set Date in the Due In or Due Out column.

3. Select a Date in the calendar.

   

4. If you need to modify the date, select the date in the Due In or Due Out column, and then select a new date.

View job details on the Job Overview page for repair orders on the Production List page.

1. On the navigation pane, click Production List.

2. On the Production List page, click the repair order. The Job Overview page appears.

3. Click Production List in the navigation pane to return to the Production List page.