Certain tasks can be automatically triggered in AutoVitals through actions taken while using the product. These tasks have different triggers, default assignees, and how they are automatically marked completed.
Note: Each task can also manually be marked completed in the task manager using the checkmark icon.
To learn more about the task manager see here.
The table below describes the automatically generated tasks. You have the option to enable the tasks you choose in the Settings application, by navigating to Settings > Workflow > General > Task Manager > Automatically Generated Tasks
|Task Name||Trigger that creates the task||Default Assignee||How the Task is Completed|
|Assign Work||This task is created once the vehicle is moved to “Waiting for Work Finished” ONLY IF the setting for “Waiting for Work Finished” in workflow step configuration is unchecked for “Automatic Job Approval”||Service Advisor assigned to the work order in the point of sale||
Once all jobs are assigned to a technician the task is automatically marked complete
|Call Customer||Check the “Remind to Call” checkbox on the work order’s CRM Next Visit tab during the pickup step. Indicate when the call should be scheduled (1 to 14 days from being invoiced). The task to call the customer will appear in the task manager once the vehicle is closed out. The date for the task will be based on the number of days out after the work order is invoiced as indicated by (3) below. Right click the picture and hit open image in new tab to see a larger version.
||Service Advisor assigned to the work order in the point of sale||Manually mark the task complete once the customer has been called|
|Confirm Appointment Request||Appointment requests that come through the AutoVitals appointment request form embedded on your website, or through service reminders sent through AutoVitals.||The “Default Service Advisor” indicated in User Settings (can be reassigned to the production manager as detailed below)||This is marked completed once the appointment is confirmed, rescheduled or ignored from the conversation center pop-up that opens from the task.|
All labor is marked 100% completed on the work order in AutoVitals
|Service Advisor assigned to the work order in the point of sale||Vehicle moves to the "Waiting for Pickup" workflow step|
|Review Customer Feedback||A customer submits feedback from the inspection results page emailed to them||Service Advisor assigned to the work order in the point of sale||Manually mark the task complete|
|Review Inspection Results||The inspection is submitted using the smart chat or the vehicle is submitted using the “submit” button while in the Inspect workflow step and has an inspection result||Service Advisor assigned to the work order in the point of sale||Each step is marked off once an action (review, edit, estimate) is taken in the system, and once the inspection is sent the full task is marked completed|
|Review the Tech Notes||
A tech submits notes in a job/topic/attachment and there are already SA notes for the same job/topic/attachment.
|Service Advisor assigned to the work order in the point of sale||
Once the Service Advisor closes out of the “Review Tech notes“ popup, the task is automatically marked completed
|Review Work Order||The work order is submitted using the “submit” button on the tablet from any workflow step other than the Inspect workflow step, or if it has no inspection result and is submitted from the Inspect workflow step||Service Advisor assigned to work order in the PoS||Once the vehicle is moved to the pick up workflow step|