The Image and Notes Editor makes the service advisor as efficient as possible when adding, correcting or editing conditions, notes, actions and images. The Images/Notes Editor is used by the service advisor on inspections and work orders to edit the images and notes, and approve customer notes.
Table of Contents
General Functionality
- Topic Navigator
- Untouched/All Topic Filter
- The "items not yet touched" display is determined by the notes that need approval: measurements, customer notes and captions for customer
- Topic Status
- Tech Notes
- Image Editing Tools
- Image Captions
- Help Mode
- Drag and Drop Crosspad
- Button to update Topic Results 
- Zoom In / Zoom Out 
- Crop Tool
- Image Rotator 
- Image Suppressor (to hide/show images or videos)
- Directional Arrows 
- Callout Circle
- Add text
- Change color text and edit tools
- Add checkmark 
- Copy and paste / Auto-approves comment 
- Remove Image edits / Reset image to original 
- Save Image edits / Save as copy / Download
Note: To learn more about how to use any of the features hover over any icon within the Images/Notes Editor pop-up and you will see a tool tip
Using the Images/Notes Editor Button
- Open the RO tile
- Navigate to either the "Work Order" or "Inspection Reports" tab
- Click the Images/Notes Editor button
- Use the blue arrow to move "Shop Eyes Only" notes over to "Customer Notes"
- Using the blue arrow will also auto approve the note to appear on the inspection report
- Approve/disapprove Notes for customers
- Edit or hide photos from the customer's inspection report
- Note: Please be aware that all photos are automatically approved and made visible on the inspection report. Please be sure to "hide" all photos you do not want on the inspection report.
- Approve/disapprove Image captions
- Hit the
for the option to "Approve all". This allows all NOTES that have been added in the "Customer Notes" field to be approved and viewable on the inspection report
The Approve All Button
The "Approve All" button approves ALL images and customer notes to be viewable on the inspection report. Please ensure the notes needed on the inspection report are in the "Customer Notes" Field for approval
Editing Images and Notes Without Using the Images/Notes Editor
1. Editing an Image
- Navigate to the Topic or Job you would like to edit
- Click on the photo you would like to edit
2. Editing a Note
- Navigate to the topic you would like to edit
- Easily copy, paste and auto-approve tech notes into customer notes using the blue arrow OR
- Create a custom note specifically for the customer and click out of the section to auto-approve
*Note Conflict*
On the work order in AutoVitals on the Today's Vehicle Page (TVP), when this icon appears, it indicates
that there is a discrepancy between what the Service Advisor (SA) and what the Technician wrote.
If you click the icon it will show you what the Tech wrote and what the SA wrote and that there is a discrepancy and allows you to edit it to what is correct for the final note for the SA:
3. Editing Topic Results
- Navigate to the topic you would like to edit
- Select the topic and change status, condition, or recommended action
Moving Images
Use this button to move or copy images to the correct job line or inspection topic. Moving images to other RO's is also possible as long as the RO is still open on the TVP. Please note each photo will need to be moved individually, there is currently no way to move multiple photos at once.
Note: If there are more than 6 photos to a topic you will need to scroll over to view the other images
Frequently Asked Questions
- How can I approve all the notes at once?
- Please have your technicians enter the notes in the customer notes and customer caption field. The Service Advisor can simply click the "x" in the image and notes editor to approve all customer notes and captions at one time.