Welcome to our comprehensive guide on mastering TVP column configurations within the Today's Vehicle Page (TVP). TVP column configurations are a powerful feature designed to enhance shop management by offering customizable workspace layouts. With TVP column configurations, users can adjust the number of columns displayed and rearrange the priority order of RO tiles for technicians. This level of customization empowers users to tailor their workspace to their specific roles, responsibilities, and preferences, ultimately leading to improved workflow management and efficiency.
Whether you're a seasoned user looking to refine your setup or a newcomer eager to harness the full potential of TVP, this guide will equip you with the knowledge and skills to create and manage column configurations effectively. Let's dive in!
What's in this article:
- How can I create a TVP Column Configuration?
- How can I delete a TVP Column Configuration?
- Tips
- Troubleshooting
- FAQ
- Additional Resources
How can I create a TVP Column Configuration?
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Change the Tech/Workflow step: Use the drop-down arrow next to a technician's name or workflow step to update it to a different option from the list.
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Adjust the amount of columns allotted for a Technician/Workflow step: Use the drop-down arrow to change the number of columns dedicated to a particular Technician/Workflow step. The “auto” option will automatically adjust the number of columns so that all the tiles in the column are visible on the screen.
- Add or remove columns on the screen: Access the TVP user display settings to add or remove columns for new hires or workflow steps. The number of columns visible in the Tech View drop-down menu directly correlates to the number of technicians on the team plus 1 as the default.
- Name and save your TVP Column Configuration: Return to the TVP user display settings to save all updates and changes made to your Tech/Workflow view. Make sure to name and save your configuration.
How can I delete a TVP Column Configuration?
- Click on the "User's Initials" icon and select "Settings" from the drop-down menu.
- Click "Manage" in the TVP user's settings.
- Click "Delete" in the Manage TVP Column Configuration window.
- Click "Ok" on the confirmation pop-up.
Tips
Enhance your TVP column configuration experience with these helpful tips and tricks to streamline your workflow and boost productivity.
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Load a saved configuration
Quickly access your preferred layout by loading a previously saved configuration. This feature ensures consistency and efficiency in your workflow, especially when switching between different tasks or projects.
- Click the "User's Initials" icon and select "Settings" from the drop-down menu.
- Then, click "Load a Config" in the TVP user's settings.
- Choose the configuration from the list you would like to view.
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Understanding Tech View and Workflow View
Familiarize yourself with the different views available in AutoVitals, including "Tech View" and "Workflow View." Tech View displays information related to technician assignments and tasks, while Workflow View provides an overview of the entire shop's workflow and progress. Understanding these views can help you tailor your column configurations to suit your specific needs and responsibilities. For more details on the differences between these views refer to the articles Tech View and Workflow View.
Troubleshooting
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Removing TVP Column Configurations
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Wondering how to manage configurations created by users no longer working at the shop?
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Regular TVP users can edit and delete their own configurations, while users assigned the "implementer" role have the authority to delete any TVP column configurations. This ensures a clean and organized workspace, free from outdated or irrelevant configurations.
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Adding More Columns
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Need to accommodate additional information or workflow steps in your TVP layout?
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The number of columns in the Tech View screen is directly correlated to the number of technicians listed in the point of sale, plus one as a buffer. If your shop requires more columns for the Workflow View screen, reach out to our support team for assistance. We're here to help you optimize your TVP setup to meet your specific needs.
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FAQ
This section addresses common questions and concerns about using AutoVitals.
- How can I make the custom TVP Column Configuration I created automatically load when logging into the TVP?
- Click the "User's Initials" icon and select "Settings" from the drop-down menu.
- Select "Manage" in the TVP user's settings.
- Choose the TVP Column Configuration you want to automatically load when you log in to the TVP.
- Click "Save".
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Why is the Workflow View inaccessible to me?
- Access to the Workflow View is tied to specific packages we offer. If you're interested in gaining access or learning more about the associated packages and pricing, please don't hesitate to contact us.