APPLICATION: PTM Vision 

PROBLEM SUMMARY:  Tickets: Cannot add parts/labor on an existing ticket

<<-------------------------------------*SETUP INSTRUCTIONS*------------------------------------>>

N/A

<<--------------------*HOW TO VERIFY THAT PROBLEM IS FIXED*----------------------->>

1. Access PTM in the Main Branch

2. Select T-Tickets

3. Select F2-New

4. Select F10- Find Customer

5. Enter an Account # or select from the list

6. Select a Unit from the dropdown or enter 1 if none

7. Select a Technician from the Technician dropdown

8. Enter a Description and select OK.  Select OK on the Open Ticket screen also

9. Reopen the new Ticket

10. Select New in Ticket Details

11. Select the down arrow to search for Parts

12. Enter a Part # or description, select the Part/Labor and select OK to add

13. Select OK.  Select OK on the Open Ticket screen

14. Reopen the new Ticket.  The Parts and Labor added display as expected

<<------------*SYSTEM FEATURES UTILIZED BY THIS MODIFICATION*-------------->>

N/A

<<----------------------------*SPECIFIC DOCUMENTATION*------------------------------------->>

http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=24_5_converting_a_ticket_to_a_workorder

APPLICATION: Mobile Service

PROBLEM SUMMARY:  Upload Labor Op info when uploading Work Auth data

<<-------------------------------------*SETUP INSTRUCTIONS*------------------------------------>>

N/A 

<<--------------------*HOW TO VERIFY THAT PROBLEM IS FIXED*----------------------->>

1. Access the Mobile Service Application

2. Log In

3. Select the (+) icon to create a new Ticket

4. Enter a Description 

5. Select the down arrow next to the Customer Account field.  Select a Customer.  

6. Add a Service Location and a Unit.  Select Save.

7. Reopen the Ticket and select Convert to Work Order.

8. Select the (+) icon to add Parts and Labor.

9. Select the dropdown arrow next to Service. Select a Labor and select the Save icon.

10. Select the dropdown arrow next to Parts.  Select a Part and select the Save icon.

11. Select the Authorize Work Button.  Add a signature and select Save Signature.  Select the Save Icon.

12. The Labor details are saved in the work_auth_data table.

<<------------*SYSTEM FEATURES UTILIZED BY THIS MODIFICATION*-------------->>

N/A

<<----------------------------*SPECIFIC DOCUMENTATION*------------------------------------->>

http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=24_8_authorization_signatures_in_mobile_services

APPLICATION: Mobile Service

PROBLEM SUMMARY:   Auth/Approval Service Labor info - Tech LAB note text is cut off

<<-------------------------------------*SETUP INSTRUCTIONS*------------------------------------>>

N/A

<<--------------------*HOW TO VERIFY THAT PROBLEM IS FIXED*----------------------->>

1. Access the Mobile Service Application

2. Log In

3. Select the (+) icon to create a new Ticket

4. Enter a Description

5. Select the down arrow next to the Customer Account field.  Select a Customer.  

6. Add a Service Location and a Unit.  Select Save.

7. Reopen the Ticket and select Convert to Work Order.

8. Select the (+) icon to add Parts and Labor.

9. Select the dropdown arrow next to Service. Select a Labor and select the Save icon.

10. Select the (+) icon to start time tracking.  Enter a note for starting Labor.

11. Select the stop Time Tracking icon and add a note for completing the Labor.

12. Select the Authorize or Approve Work Button.  The Labor Closure note from Time Tracking is cutting off the bottom of the text.

<<------------*SYSTEM FEATURES UTILIZED BY THIS MODIFICATION*-------------->>

N/A

<<----------------------------*SPECIFIC DOCUMENTATION*------------------------------------->>

http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=24_1__outline_and_flow_of_mobile_service

APPLICATION: Mobile Service Application 

PROBLEM SUMMARY:  The app needs to set the mobile_deleted flag on Ticket Details instead of deleting the record

<<-------------------------------------*SETUP INSTRUCTIONS*------------------------------------>>

N/A

<<--------------------*HOW TO VERIFY THAT PROBLEM IS FIXED*----------------------->>

1. Open the Mobile Service app

2. Login

3. Select a Ticket that has Parts or Labor applied 

4. Delete the Parts and Labor from the Ticket.   Select Save.  The Ticket_Detail record is flagged and not deleted.

<<------------*SYSTEM FEATURES UTILIZED BY THIS MODIFICATION*-------------->>

N/A

<<----------------------------*SPECIFIC DOCUMENTATION*------------------------------------->>

http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=19_4_using_tickets_in_mobile_services

APPLICATION: Mobile Service Application

PROBLEM SUMMARY:  Add additional filtering to the application so we don't display deleted ticket details

<<-------------------------------------*SETUP INSTRUCTIONS*------------------------------------>>

N/A

<<--------------------*HOW TO VERIFY THAT PROBLEM IS FIXED*----------------------->>

1. Access the Mobile Service App

2. Login

3. Select or create a new Ticket.  Open the Ticket and select the (+) to add Service or Parts

4. Select the dropdown next to Service or Parts and choose from the dropdown list.  Select the Save Icon.  

5. Reopen the Ticket.  Go to the bottom and select the Delete icon next to the Service or Part displayed.  Select the Save icon again.

6. Upon future retrieval, the deleted part will not display.

7.  

<<------------*SYSTEM FEATURES UTILIZED BY THIS MODIFICATION*-------------->>

N/A

<<----------------------------*SPECIFIC DOCUMENTATION*------------------------------------->>

http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=19_4_using_tickets_in_mobile_services

APPLICATION: PTM Vision 

PROBLEM SUMMARY:  Shop Time Manager - Deleting subgroups can delete unassociated groups with matching subgroup numbers

<<-------------------------------------*SETUP INSTRUCTIONS*------------------------------------>>

N/A

<<--------------------*HOW TO VERIFY THAT PROBLEM IS FIXED*----------------------->>

1. Access PTM Vision

2. Select File and select Shop Time Manager

3. Select a Tech

4. Select the Group Tab

5. Add one or more groups if none exist

6. Click a group to enter the subgroup

7. Add one or more subgroups

8. Select Edit Group

9. Select the red X to delete one of your subgroups

10. Select the Edit Group button to save the deletion

11. Go back to the Group tab, it is still present

<<------------*SYSTEM FEATURES UTILIZED BY THIS MODIFICATION*-------------->>

N/A

<<----------------------------*SPECIFIC DOCUMENTATION*------------------------------------->>

http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=timeclock__grouping_screens

APPLICATION: PTM Vision/Backups

PROBLEM SUMMARY:  Custom reports backup takes longer than it should and can fail by taking all available memory

<<-------------------------------------*SETUP INSTRUCTIONS*------------------------------------>>

N/A

<<--------------------*HOW TO VERIFY THAT PROBLEM IS FIXED*----------------------->>

1. Access PTM Vision

2. Select U. Utilities/L. Backup System/B. Complete Backup

   1. Verify no error occurs while the Reports are being backed up and the backup completes successfully

<<------------*SYSTEM FEATURES UTILIZED BY THIS MODIFICATION*-------------->>

N/A

<<----------------------------*SPECIFIC DOCUMENTATION*------------------------------------->>

http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=backup 

APPLICATION: Mobile Service Application 

PROBLEM SUMMARY:  Tickets/Work Orders - Parts & Labor deleted on Vision display in Mobile App in Offline mode

<<-------------------------------------*SETUP INSTRUCTIONS*------------------------------------>>

N/A

<<--------------------*HOW TO VERIFY THAT PROBLEM IS FIXED*----------------------->>

1. Access the Mobile Service Application.  Login

2. Select an Open Ticket or an Open Work Order

3. Select the (+) to add Labor

4. Select a Service from the dropdown and select Save

5. Select the (+) again to add Parts

6. Select a Part from the dropdown and select Save.  Select the Save icon again.

7. Access PTM Vision 

8. Select External Actions

9. Select F6-Process on all items in Tickets, Work Orders, Parts & Labor and close.

10. Open the Ticket or Work Order and select a Part or Labor item and select F5-Delete or Delete.  Select OK to save.

11. Revist the Mobile Service App

12. Allow the device to complete the sync process.  A notification will display when complete.

13. On the Mobile device, place it in Airplane mode to go Offline.

14. Retrieve the Ticket or Work Order.  The deleted Parts or Labor do not display when the device is offline.

<<------------*SYSTEM FEATURES UTILIZED BY THIS MODIFICATION*-------------->>

N/A

<<----------------------------*SPECIFIC DOCUMENTATION*------------------------------------->>

http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=24_1__outline_and_flow_of_mobile_service

APPLICATION: PTM Vision/Shop Time Manager

PROBLEM SUMMARY:  Adding time to an Inhouse order that has the same order number as an Estimate causes the time to be logged to the wrong order

<<-------------------------------------*SETUP INSTRUCTIONS*------------------------------------>>

N/A

<<--------------------*HOW TO VERIFY THAT PROBLEM IS FIXED*----------------------->>

1. Access PTM Vision

2. Select File/Shop Time Manager

3. Select a Tech

4. Select Inhouse

5. Select Log into Inhouse order I1001

6. Wait a few minutes and log out

7. Notice all the times are for the Estimate 1001

8. Select Close/Save

9. Select O. Open Orders

10. Open the Inhouse order

    1. Verify the Time has been logged to the Inhouseorder

<<------------*SYSTEM FEATURES UTILIZED BY THIS MODIFICATION*-------------->>

N/A

<<----------------------------*SPECIFIC DOCUMENTATION*------------------------------------->>

http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=general_timeclock_help 

APPLICATION: PTM Vision 

PROBLEM SUMMARY:  Ticket Details: The ticket_detail table in the MySQL database allows null values in several fields that it shouldn't

<<-------------------------------------*SETUP INSTRUCTIONS*------------------------------------>>

N/A

<<--------------------*HOW TO VERIFY THAT PROBLEM IS FIXED*----------------------->>

Access PTM in the Main Branch

Select T-Tickets

Select F2-New

Select F10- Find Customer

Enter an Account # or select from the list

Select a Unit from the dropdown or enter 1 if none

Select a Technician from the Technician dropdown

Enter a Description and select OK.  Select OK on the Open Ticket screen also

Reopen the new Ticket

Select New in Ticket Details

Select the down arrow to search for Parts

Enter a Part # or description, select the Part/Labor and select OK to add

Select OK.  Select OK on the Open Ticket screen

When the data is imported to the Mobile Service Database, all fields are set to zero and not null

<<------------*SYSTEM FEATURES UTILIZED BY THIS MODIFICATION*-------------->>

N/A

<<----------------------------*SPECIFIC DOCUMENTATION*------------------------------------->>

http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=24_5_converting_a_ticket_to_a_workorder