Service Applications

Service management; It covers processes such as maintenance, repair, and technical support related to after-sales products and services. With the Workcube Service Module, you can control the situations such as which type of service is provided to your customers regarding which product or solution, and which service terminates in what condition.

ROUTE: Service > Service Applications

NOTE: Before all operations, all parametric definitions related to the Service must be made in Dashboard > System > Parameters. You can review the Service Page Settings and Service-Warranty Parametric Definitions documents.

Listing Service Applications

You can list the applications by using the filtering fields on the Service Applications page. If you click the “More” button, the filtering options will expand.

You can go to the application details by clicking on the application number or subject. You can click the “+” icon to add a new application and click the “Update” icon at the end of the line to update the application.

By selecting the box at the end of the applications and clicking the marked icon, you can download and print the application in excel, word, pdf format, send an e-mail and send it to the Workcube Output Center.

Registering a Service Application

1-Paid Service: If the service provided is paid, this box is ticked.

2-Current Information: Information about the customer is entered in this field.

3-Category Field: Category selection is made from this field. When the category is selected, Sub-Category options appear depending on the selection. When a sub-category is selected, Sub-Tree Category options appear, depending on the top selection. Definitions in this field are made in the parameters. If you do not want subcategories to appear, "Select Multiple Subcategories?" from XML Settings in Page Settings. Select “No” option.

4-Work Groups: The groups registered on the Service > Service Work Groups page are selected from this field.

5-The process, sub-stage, and priority of the application are determined through the definitions in this field. The communication method (contact) to be established with the customer is selected and, if defined, the custom definition is selected.

6-Details of the operation to be performed are written in the subject of the service and the explanation section in this field.

7-Accessory: If the product that comes to the service has a problem on the basis of accessories, accessories are selected from this field. Accessories can be defined from the parameters, as well as from the XML settings "Bring Accessories from Parameters?" If No is selected, it can also be entered manually.

8-Additional info: Additional information about the service can be defined in this field. Additional information is defined from parameters.

9-Related Dealer and Related Dealer Branch Office are selected.

10-The product subject to service and the product's spec, if any, is selected.

11-In this field, the product serial no and parent serial no are entered.

12-The dates related to the service are selected from this field.

13-Staff: Staff is selected for the service operation.

14-Business Partner: If the transaction will be directed to the dealer, if you are working with a business partner, you can choose from here.

15-Failure Code: Definitions in this field come from parameters.

16-Branch Office/Location: Select the relevant branch office and location.

17-Activity: If the activity type is defined, it can be specified to which operation the time is allocated.

18-Duration: In this field, the total duration of the service phase is entered.

19-Physical Damage: If there is physical damage to the product, the definition is selected in this field. These definitions come from parameters.

20-Warranty Date: If the product is under warranty, the warranty date is selected.

21-Delivered by: The person who delivers is selected.

22-Shipping Method: The shipping method is selected in this field.

23- Acceptance and delivery details are entered in these fields. service and delivery addresses and telephone etc. information is entered. The person who will receive the delivery, the delivery document and the acceptance document number is defined.

Service Application Detail/Update;

Service applications are listed on the relevant page. To update the application, you can click the "Update" icon at the end of the line. The detail page of the application will appear in front of you.

You can do the following with the links in the upper right;

Add Time Spending; 

If you enter time spending, it assigns a time spending record to the current, subscription, and project in the application. In this way, you can see the time spent for the customer.

Service Applications;

This link directs you to other service applications of the relevant member.

Similar Applications;

When you click on the similar applications link, you can see similar service applications from the popup that opens. (It brings applications that are similar to the subject name, there may also be applications from different projects or current ones.)

Add Follow Up;

In this field, follow-up notes about the status of the application are entered. Entered follow-up notes are displayed at the bottom of the page.

In the fields on the right, you can see the Account Details and Financial Summary. Also;

You can view Quality Control and Internal Requests, add related documents from the Documents area or associate them with an existing document in digital assets, add Notes for the reference, and create or associate a new agenda from the Related Events area. You can go to Calendar to associate your application with an event.

You can perform the following operations with the help of the fields at the bottom of the detail page;

Follow Ups;

From this area, you can view the follow-up notes entered for the application. You can enter a new follow-up by clicking the “+” icon.

Other Service Applications of the Member;

When you click it, it will direct you to the list of service applications with the "Application reported by" selected and searched. You can view other applications belonging to the member from this area.

Product Service Operations;

You can add a service transaction from this area, issue an invoice for the service transaction you have added with the help of the buttons below, create a consumable receipt, delivery note, internal request or transfer them to the system.

Time Spent on Employee Basis;

From this area, you can see the time spent on this service and the employees who spend time.

Tasks;

From this area, you can open a task record related to the application and observe the status of the opened task record. Click on the marked icon to associate it with a previously opened task record.