Overview
With this feature, you are now able to add a customer standard or reagent as a tool within a work order. This will help streamline service workflows as a technician by ensuring that the customer provided tools or regent is properly recorded, reported, and displayed on your certificates.
Workflow
To add either a customer standard, you will add a tool as you normally would via the the "Select Primary Tool" button, the "Select Primary Tool" or "Select Secondary Tool" drop down from the blue downward arrow icon, or the "Add Reference Standard" button within environmental conditions.
From this these three options you will be taken to the same area to select tools from "Previously Used", "My Tools", "All Available", and "Tool Groups." This area now includes "Find/Enter Tool" and "Enter Reagent"
By selecting "Find/Enter Tool", you will be taken to a page allowing you to either search for tools to use within your Qualer Portal, or add a Customer Standard. Simply fill in the required boxes with the tool information you have and click "OK."
By entering this information in at your "Environmental Conditions" page you will see it added withing said page.
While if entered on the "Select Primary Tool" or drop down via the blue downward arrow icon, the customer standard information will display within the "As Found" or "As Left" Data screen depending where entered.
To enter a tool as a reagent the same steps as above will be followed, but instead through the "Find Reagent" tab.
This information will now be displayed as a Reagent on the "As Found" or "As Left" screen if entered through the "Select Primary Tool" or drop down via the blue downward arrow icon, the customer standard information will display within the "As Found" or "As Left" Data screen depending where entered.
Or within the "Environmental Conditions" page if entered there.
