Details Tab: Shops Module

The Details tab displays key information about the shop.

The following fields are displayed on the Shop Details page:

• ID/Name: Identifying fields for the shop. The Shop ID field is used to uniquely identify the shop. The Name field is typically more descriptive and does not need to be unique. The Shop ID and Name fields are both displayed in the Shop List.

• Category: The category for the shop, if applicable.

• Supervisor: The supervisor for the shop. On corrective work orders, the supervisor in charge of the work order defaults to the supervisor associated with the work order's shop. Shop supervisors can also be listed as a recipient for notifications in the Rules Manager.

• Repair Center: The repair center to which this shop is associated. For a new shop, this field will default to the logged in user's repair center.

  Repair Center is a required field for shop records.

• Budget: The budget associated with this shop, which can be used for reporting.

• Address / Phone / Fax: Address and phone information for the shop.

• Status: A check box used to specify if the shop is active. Clear this check box if the shop is inactive to ensure that it does not show up in Shop lookups or filters. The shop would continue to be available in the Shop module list.

• Email: An email address for the shop which can be listed as a recipient for notifications in the Rules Manager.

• SMS Email: The SMS Email field is used when sending text messages through a Rules Manager > Text Message action. This field should be populated with the 10-digit cell phone number and the carrier's designated SMS address.

  As an example, Verizon's SMS domain is @vtext.com, so an SMS Email address for a Verizon number might appear as [email protected]. As another example, for AT&T, an address might be [email protected].

• Comments: A field that can be used to enter additional comments about the record. The View/Edit Text button at the top-right of the field can be used to open a larger editing area.

• Icon: An icon to display in Shop lookups and list.

  Attach an icon:

  1. Click the Attach button.

     The Change Icon window opens.

  2. Use the page controls at the bottom of the window to navigate through the available choices.

  3. Click the icon you want to use.

     The icon will be highlighted.

  4. Click Apply.

     The icon is displayed on the Details page.

• Photo: Controls to attach or remove a photo.