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Version: 8.1

Configure an intervention

Access: Intervention → Interventions

Enter the necessary information and schedule an intervention.

  1. User in charge: select the user who will be responsible for the service call.

  2. Request subject: select the subject of the request.

  3. Outsourcing: check the box if the service call is being subcontracted.

  4. Description: add the description.

  5. Intervention: in the Intervention tab, you can enter the intervention category and type. See more information in the next chapter.

  6. Plan: click on the “Schedule” button to schedule the intervention.

  7. Start: click on the “Start” button to start the intervention.

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You can always suspend the intervention. This allows you to manage the intervention in real time. In this case, the intervention will change to “Suspended” status.

Invoiced partner: in this field, you will find the invoiced partner. Please note that invoicing is not managed from the Intervention sheet. In other words, there is no link to the Stock or Accounting module.

Delivered partner: find the partner who will be delivered on the Intervention sheet.

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The customer request information is retrieved from the Intervention file.

Intervention tab​

Access: Intervention → Interventions → Intervention tab

Several pieces of information can be found on the Intervention tab:

  1. Intervention category: on the Intervention form, in the Intervention tab, enter the category (for example, Maintenance).

  2. Intervention type: enter the intervention type (for example, Maintenance). The intervention type is used to create the survey (the survey is the next step, see the following chapter).

  3. Priority: assign a priority (e.g., Normal).

  4. Contract: add a contract (e.g., Maintenance Contract).

  5. Customer Request: find the related customer request here.

  6. Number of Equipment in Error: find the number of equipment in error here.

  7. Number of equipment under contract: find the number of equipment under contract here.

  8. Rescheduled intervention: check this box if it is a rescheduled intervention.

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If you check this box, the system will ask for a justification for the rescheduling.

  1. Planification: in the Planification section, you will find the assigned user, the start and end dates, the number of months, and the estimated date.

Report tab​

Access: Intervention → Intervention → Report tab

  1. Commercial follow-up / After-sales service quote / Technical follow-up: check the box if it is a follow-up.

  • Commercial follow-up allows you to link to an opportunity in the CRM module. You will need to enter a sales representative and an opportunity.

  • After-sales service quote follow-up allows you to add the existing sale quotation or generate a sale quotation from the intervention.

  • Technical follow-up allows you to indicate the reasons for a new intervention and generate a new intervention.

  1. Dates: enter the start date and time / last start date and time / end date and time. The last start date allows you to calculate the total duration of the intervention.

  2. Total duration: find the total duration of the intervention here.

Equipment tab​

Access:Intervention → Intervention → Equipment tab

In the Equipment tab, you will find a list of all the equipment that is specified in the customer request. This information will help you to complete the survey.

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You can then proceed to create the survey.