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AutoVitals Basic Training 2 - Organizing the Today’s Vehicle Page

Al Harris
  • Updated

Welcome to AutoVitals! Once you sign in, you'll be greeted with the Today's Vehicle Page (TVP). This page displays all your active repair orders in the form of tiles. Here's a guide to organizing and managing this page efficiently.

 

Video Training

0:00 - Intro

0:30 - Column Organization

1:40 - Collapse/Expand

2:28 - Multi-columns

2:43 - Additional Settings

3:45 - Help

4:10 - Outro

 

Managing the Today's Vehicle Page

 

Setting Up Columns

Each technician should have their own column. To assign a technician to a column:

  1. Use the dropdown menu to select the desired technician for each column.
  2. The first column on the left is the No Tech Column for unassigned repair orders.
  3. If a technician has many vehicles, you can assign more than one column to a technician by changing the dropdown menu.

cols.png

Assign the order of your technicians according to your preference.

 

Trimming Columns

To remove unnecessary columns:

  1. Click on your name icon at the top right.
  2. Go to Settings.
  3. Adjust the number of columns to match your technician count plus the No Tech column 

sols#.png

 

Tile Management

  • Use the Collapse/Expand button at the top to adjust tile sizes, allowing more tiles to fit per technician.
  • Click on the Collapse/Expand button on any tile to view additional vehicle information.

ce.png

 

Additional Settings

From the Setting pop-up:

  1. You can filter the TVP to show work orders assigned to a specific service advisor or leave it to display all.
  2. Set tiles to be initially collapsed if preferred.
  3. Enable notification sounds to alert you of messages or actions taken by technicians.
  4. Select the preferred sound using the dropdown menu.
  5. Adjust the volume using the slider.

 

additional options.png

 

Once your TVP is configured to your liking, save the configuration:

  1. Click Manage.
  2. Name and save the configuration.
  3. You can now load this configuration from any workstation.

 

save.png

 

Getting Help

Located on the side of the TVP, the green help button connects you directly to tech support.

Provide a title, detailed description, and screenshots if necessary.

 

help.png

 

Next Steps

To move to the next training Session, click here: AutoVitals Basic Training 3 - Dispatching and Prioritization

 

If you have any additional questions, reach out to our Support Team by clicking Submit a Request in the top right-hand corner of this page.

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