Service Module

The Service function, found in the Clienți -> Service (Customers -> Service) section, is designed for companies that offer maintenance, warranty, or repair services for various equipment, electronics, or other products. This functionality allows for the management of sold equipment, interventions, and maintenance activities, providing a detailed record of service processes. Thus, companies can efficiently monitor their intervention history.

Service Templates

iflows provides service templates. These templates are predefined structures that help standardize the information that must be completed for each type of equipment. With their help, you can define exactly what details are necessary for each piece of equipment, ensuring that all relevant fields are ready for completion when you add a new piece of equipment.

Steps for Configuring a New Template

1. Accessing the Service Templates Section

• Navigate to Setări -> Clienți (Settings -> Customers) and select the Service tab.
• Click on + Sablon Service Nou (+ New Service Template) to open the template editor.

This template will establish the information structure required for each piece of equipment managed in the service activity.

2. Assigning a Name to the Template

• In the Denumire Șablon (Template Name) field, enter a representative name, such as "Printer", "CNC", or other names relevant to the managed equipment.

3. Adding Fields to the Template

Now, let's configure the necessary fields for the equipment.

1. To add a field, you have two options:
   • "+ Adaugă Camp" Button: Click this button to open the configuration window for a new field.
   • Directly on the Line: If you start typing a field name that is not already in the list, you will see the "Add" option and can add the field on the spot without leaving the window.
2. Field Configuration: In the field configuration window, complete:
   • Denumire Camp (Field Name): Enter the field name, for example, "Model" or "Serial Number".
   • Tip Camp (Field Type): Select the type of information:
     • Text: for descriptions or names.
     • Number: for numerical values (such as the serial number).
     • Select: to create predefined option lists. For example:
       • For a field named "Warranty Status", select the field type as Select, and as options add "In warranty" and "Out of warranty".
       • Another use for Select would be validation, such as "Yes" or "No".
     • Date: for fields requiring a specific date, such as "Purchase Date".
3. Setting a Default Value (optional): If the equipment frequently uses a certain setting or detail, enter a predefined value for that field to save time during completion. For example, if a certain model is the most used, you can set this model as the default value.
4. Setting the Field as Mandatory: If this field is essential for registration, activate the Obligatoriu (Mandatory) toggle. This way, users will not be able to save a piece of equipment without completing this field.

Repeat these steps for each field you need. Thus, you will create a complete structure that includes all relevant information for the equipment.

4. Finalizing the Template

• After adding all fields, save the template either with Salvează și Continuă (Save and Continue) to make other adjustments, or with Salvează (Save) to finalize and return to the template list.

Registering a New Equipment for Monitoring

After you have finished configuring a service template, you are ready to start registering customer equipment that you want to monitor.

1. Navigate to the Clienți -> Service Section
   • In the main menu, access Clienți (Customers) and select the Service option. Here you will have a list of all equipment already registered for monitoring.
2. Adding a New Equipment
   • On the right side of the page, you will see the + Echipament Client (+ Customer Equipment) button. Click this button to start registering a new piece of equipment.
3. Completing Basic Equipment Details
   • Select the Template: In the Șablon field, choose the template you created previously. This will automatically populate fields specific to the type of equipment you are adding.
   • Choose the Customer: In the Client field, select the customer for whom this equipment is registered.
   • Equipment Alias (optional): Provide an alternative name, a "nickname", that helps you identify it more easily, especially if the original name is too long.
   • Tags (optional): Choose or add tags for organization.
4. Completing Equipment-Specific Fields
   • Depending on the chosen template, the initially configured fields will appear. Complete each field individually, according to requirements. Examples of fields you might encounter:
     • Head Type: Enter the type of heads used (e.g., KM-1024A).
     • Equipment SN: Add the equipment's serial number (e.g., SN-12345).
     • Soft Version: Enter the installed software version (e.g., v2.0).
5. Adding Additional Details
   • Below the basic fields, you will find the Detalii (Details) section. Here you can enter additional information, descriptions, or technical specifications relevant to the equipment.
6. Uploading Images
   • If you want to attach relevant images for the equipment, use the Imagini (Images) section:
     • These images are useful for documenting the condition of the equipment or highlighting certain issues.

Managing Maintenance, Interventions, and Issues

• Maintenance:
  • Press the + Mentenanță Nouă (+ New Maintenance) button.
  • Complete the maintenance date and activity details.
  • Optionally, you can set notifications to receive alerts related to future maintenance.
• Interventions:
  • Press + Intervenție Nouă (+ New Intervention) to add a specific intervention (for example, repairs or additional checks).
  • Enter the intervention date and relevant details.
• Issues:
  • To register an observed problem, press + Problemă Nouă (+ New Issue).
  • Complete the issue description and, if applicable, add a note about its resolution.

Viewing Equipment

In the Service page, you will find the list of all added equipment, along with information such as:

• Used Template
• Alias, if set
• Customer assigned to the equipment
• Tags added
• Next Maintenance Date, if specified

Available Actions

Next to each piece of equipment, the following action buttons are available:

• View
• Edit
• Tag
• Clone
• Delete

To modify a piece of equipment, press the Edit button. From here, you can add or delete a maintenance, intervention, or issue and complete other information, such as additional details or images.

Permissions