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AutoVitals Basic Training 9 - Workflow

Al Harris
  • Updated

Video Training

Workflow Setup

Adding New Workflow Steps

Next Steps

 

Video Training

0:00 - Intro
0:23 - Organize columns
0:57 - Overview of steps
2:13 - Save a configuration
2:30 - Finding inefficiencies
2:55 - Add a new Workflow step
4:46 - Outro

 

Workflow Setup

Accessing Workflow and TechView

To toggle between TechView and Workflow, use the toggle at the top of today's vehicle page.

view.png

 

  1. Click each Workflow step dropdown
  2. Select the columns you want displayed
    • Do this for each column in the order you want them displayed
  3. Once complete, click on User Icon
  4. Click  Settings
  5. Select the total number of desired columns
  6. Click Manage to name and save this Workflow configuration
  7. Click Load a Config to load a pre-saved configuration 
    • This works for both Workflow and Techview configurations

change step.png

open settings.png

cols.png

 

Recommended Workflow Configuration

The default workflow configuration is designed to represent each stage a vehicle may or must go through during a visit to your shop. This helps advisors organize and track the status of all vehicles to ensure nothing is overlooked.

Default Workflow Steps:

  1. Waiting for Drop-Off: Manual step for vehicles not yet at the shop. Alternatively, use "Today's Appointments" for an automated list of today's scheduled appointments.
  2. Waiting for Inspect: For vehicles that have arrived and are awaiting initial inspection by the technician.
  3. Creating Estimate: Pricing out the estimate and options for the customer post-inspection.
  4. Waiting for Approval: Waiting on customer callback or authorization.
  5. Waiting on Parts: For vehicles waiting on parts to arrive(or other reasons for delay).
  6. Waiting for Work finished: To complete final authorized labor lines.
  7. Waiting for Pickup: Awaiting payment and vehicle pickup.

 

Using Workflow

  • Drag and drop tiles to move vehicles through each workflow stage

WF move.gif

 

Adding New Workflow Steps

  • Navigate to System Settings:

    1. Click the Today's Vehicle Page menu menu.png.
    2. Select System Settings.

sys settings.png

  • Add or Edit Workflow Steps:

    1. Click Workflow
    2. Click Workflow Steps
    3. Click Workflow Steps tab
    4. Click ADD NEW WORKFLOW STEP to add an additional Workflow Step
    5. Click pencil.png to edit an existing Workflow Step

edit ef steps.png

Components of a Workflow Step:

  1. Name: Name of the step.
  2. Position: Set the placement of this Workflow Step
  3. Displayed on Tablet: Select whether vehicles in this Workflow Step are displayed to the technicians or not
  4. Authorize New Jobs: Check this box to automatically approve newly added jobs when in this Workflow Step
  5. Exclude Hours: Uncheck this box for steps where the vehicle is actively being worked on
  6. Job Approval Options: Select Yes to automatically approve any unapproved jobs when moving to this Workflow Step

step config.png

 

Next Steps

 

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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