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A Step-by-Step Guide to Understanding the Tech View on the TVP

Iliaenid Gandia
  • Updated

The Tech View is a powerful shop management tool designed to help prioritize and manage workload efficiently. It facilitates the assignment and dispatch of jobs to technicians, monitors progress on projects, and provides time budgets and tracking for labor inventory management. 

 

What's in this article:

  1. Overview of Tech View Functionality
  2. Rules for categorizing and displaying ROs in the Tech View
  3. Tips
  4. Troubleshooting
  5. FAQ
  6. Additional Resources

Overview of Tech View Functionality

  1. Technician Status Bar: Provides a visual update on a technician's work progress.
  2. Labor Inventory Management: Allows setting time budgets for technicians and monitoring labor completion status.
  3. Direct Chat: Enables quick communication with specific technicians.
  4. Technician: Displays the name of the assigned technician.
  5. Columns for Technicians: Adjust the number of columns dedicated to each technician for better visibility.
  6. Job Priority Setting: Arranges ROs from top to bottom based on priority for technician dispatch; this can be updated in the user display settings under the vehicle order. 

Understanding How Repair Orders (ROs) Are Shown in the Tech View:

In the Tech View, Repair Orders (ROs) are organized to help manage workflow efficiently. Here's a simple guide to understand how they're displayed:

  1. When Jobs Are Assigned to the Default Technician:
    • If one or more jobs are assigned to the Default Technician, you'll see the ROs listed under that technician's name. This helps ensure the right jobs go to the right person.
  2. When Jobs Are Assigned to Another Technician:
    • If jobs are assigned to a technician other than the Default Technician, you'll find the ROs listed under that technician's name instead. This ensures each technician knows what tasks they're responsible for.
  3. When Jobs Are Approved But Not Assigned to Any Technician:
    • If jobs are approved but not yet assigned to any technician, you'll still see the ROs listed under the Default Technician. This helps keep track of all approved work, even if it hasn't been assigned yet.
  4. When All Jobs Are Declined or Not Approved:
    • If all jobs on an RO are declined or not yet approved, you'll find that RO listed separately under the "NOT ACTIVE" column. This helps identify which orders need attention.
  5. When an RO Has No Jobs Assigned:
    • If an RO doesn't have any jobs assigned but still has a Default Technician, it will be listed under that technician's name.
  6. When an RO Has No Default Technician:
    • If there's no default technician assigned to an RO but jobs are assigned to another technician or not assigned at all, the RO will be shown accordingly.
  7. When Jobs Are Assigned to a Generic Technician or No Technician:
    • Similar to Scenario 2 and 3, if jobs are assigned to a generic technician or no technician, you'll see the ROs listed accordingly.
  8. When an RO Has No Jobs and No Default Technician:
    • If an RO has neither jobs nor a default technician assigned, it will be listed under the "NO TECH" column.

Understanding these scenarios helps ensure that work is assigned correctly and everyone knows what tasks they need to complete.

 

Tips

  • Add or Remove Columns: Access TVP user display settings to adjust columns based on team size.
  • Reassign ROs or Labor Lines: Click on the RO number to open the work order pop-up window and utilize the "Assign worksheet" button for technician reassignments.

Troubleshooting

  1. Inconsistent Display

    • Refresh the page or log out and log back in if columns or settings appear inconsistently.

  2. Missing Notification Sounds or Chat Messages

    • Clear browser data, including cookies and cache, for AutoVitals on Google Chrome.
    • Additionally, clear cookies in the Google Chrome settings page (chrome://settings/content/all).

  3. Finding a Newly Created RO

    •  Use the TVP search tool to locate the RO.
    • If it doesn't appear, click the "retrieve vehicle" button, and if still not found, submit a ticket to tech support.

FAQ

This section addresses common questions and concerns about using AutoVitals.

  • Why can't I access the Workflow View?
    • The Workflow View is a feature available with certain packages. Contact us to discuss pricing and options for accessing the Workflow view.
  • Where can I edit labor inventory management budgets for technicians?

Additional Resources

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