Services
Services are used in the Scripts to denote when an order for a service or work needs to be given. For repairs and similar work, these are usually the Schedule of Rates (SOR) with SOR codes. They contain information on the work required and the cost involved. Other pieces of information can be attached to a Service Code.
The Navigation Pane - displays the Services Selection, containing a list of the Priorities already set up and listed alphabetically.
Services Selection:
Filter - type in characters to search for Services with the specific text. You can search for text in the Description or the Code columns. As you type into the Filter the list will update with Services matching your Filter criteria.
The list of Services can also be sorted, (ascending or descending), by Code or by Description, by clicking on the column header.
Tip
Move multiple Services into a group by either holding Shift whilst clicking to select a block of Services, or by holding Ctrl whilst clicking to select multiple Services and then drag them into the desired group in the Service Selection list.
The Editing Pane - displays the Properties of the selected Service:
Properties – enables you to view and/or edit the selected Service:
Group - Services can be arranged into groups so that they appear together in the Service Selection on the Navigation Pane.
Tip
When creating or editing a Service, you can either select a group from the drop down list or type a name to create a new group.
Service Code – the code associated with the Service. This is a unique code; it can be any combination of numbers or letters and up to 15 characters in length. It is useful to make the code meaningful so that it has some identification when viewed within the Scripts. This will be passed back to the Host in the Export XML and shown to the Operator on the result screen.
Short Description - a brief description of the Service/Work, this will appear in the scripts, alongside the codes.
Long Description – a detailed description of the Service/Work.
Default Priority – the default priority assigned to the Service. Unless amended within a script this will be the priority diagnosed.
Tip
For a priority to override the default it must appear in the script after the code, rather than before it. If two codes are being picked up, the priority must appear after the code it is overriding, but before the second code.
IR Certification - sets the Inland Revenue (IR) Certification to true if checked. Unit of Measure – sets the unit of measure for each Service code. For example LM, No., Job or SM.
Unit Cost – the cost per unit or the total cost of the Service Code, this is shown on the result screen
SMV – the ‘Standard Minute Value’ for the Service
Contractor – the code of the contractor to be associated with the Service
Tip
If you would like any amendments or additions to the SOR codes you should contact your Keyfax Account Manage
