For the Case V8.8.0 Release in March, we're planning the following improvements

• Job Code Admin: We have developed a method to expand the flexibility of the Job Code feature for locations currently using or would like to use this feature. Job Code now supports the ability to select a default code to be used in these fields for all cases. Some locations prefer a default Job Code because it changes by exception only. Other locations choose not to have a default Job Code because they only add these by exception.
• Improved Service Request Process for Fleets: Enhancements will be implemented to ensure that case-specific contacts, such as drivers, are not automatically added as Fleet Depot contacts.

Coming Soon

• Ability to Pin & Edit Notes Recipients: Admin users will soon be able to pin contacts in the "Send To" recipient menus found in the notes section. Pinned contacts will appear at the top of the menu under a new "PINNED" section. In addition, Admin users will have the ability to edit their Dealer Customer Contacts directly from the "Send To" recipient menu in the main case notes area.
• Exporting a Case to RO from the Mobile Check-In: We have extended the export Case to RO functionality to accommodate those who utilize the Mobile Check-In site.

Ready for Pilot

Please contact your PACCAR PSSM representative for more information on enabling this new feature for your location.

• Case Timeline: The Case Timeline feature provides a clear, visual overview of the progress and status of a case. It helps you quickly understand what’s happened, what’s next, and any pending steps without having to interpret timestamps or dig through audit trails.
• Repair Status Enhancements: We have improved our case repair statuses by grouping them, adding configurable options, and enhancing the overall user interface. We recommend using these enhancements in conjunction with the new Case Timeline feature.
• Case Assistant Checklist: This new feature offers a comprehensive checklist for case milestones. The checklist improves case data management and establishes a standardized process, helping you implement best practices without the need for formal training. 
• Karmak - Parts Search: We have enhanced our integration with Karmak to provide the ability to perform parts searches using partial or semi-matching parts information. 
• Karmak - Related ROs: Locations integrated with Karmak can now relate more than one RO number with a single case.

Case V8.8.0 Release

Job Code Admin

The Job Code per line relates to a "job", "segment", or "sub-RO" on the RO. It is usually a sequence number - 01, 02, 03, 04, ... or 010, 020, 030, 040,... allowing applicable DMS integrations to consume this code to nest operations with the same Job Codes. Configure up to thirty job codes for estimates.

We have developed a method to expand the flexibility of the Job Code feature for locations currently using or would like to use this feature. Job Code now supports the ability to select a default code to be used in these fields for all cases. Some locations prefer a default Job Code because it changes by exception only. Other locations choose not to have a default Job Code because they only add these by exception.

See also: Job Codes

Improved Service Request Process for Fleets

Enhancements will be made to prevent case-specific contacts, such as drivers, from being automatically added as Fleet Depot contacts. In the past, when entering contact information—such as the driver's details while submitting a service request—the contact was automatically registered as a depot contact. We are changing this process so that the contact (in this case, the driver) will no longer be associated with the fleet depot. Instead, they will only be associated with the specific service request or case for which their information was entered.

Coming Soon

Ability to Pin & Edit Notes Recipients

Admin users will soon be able to pin contacts in the "Send To" recipient menus found in the notes section. 

Pinned contacts will appear at the top of the menu under a new "PINNED" section.

In addition, Admin users will have the ability to edit their Dealer Customer Contacts directly from the "Send To" recipient menu in the main case notes area.

Exporting a Case to RO from the Mobile Check-In

Exporting a Case to RO from the Mobile Check-In: Use cases for the Mobile Check-In site are expanding, as there is a growing focus on a mobile interface for on-site maintenance. We have extended the export Case to RO functionality to accommodate those who utilize the Mobile Check-In site. These updates are designed to streamline the mobile service process, ensuring improved efficiency, compliance, and better communication of export statuses.

Ready For Pilot

Please contact your PACCAR PSSM representative for more information on enabling this new feature for your location.

Case Timeline

The Case Timeline feature provides a clear, visual overview of the progress and status of a case. It helps you quickly understand what’s happened, what’s next, and any pending steps without having to interpret timestamps or dig through audit trails.

Repair Status Enhancements

Case repair status enhancements: We have improved our case repair statuses by grouping them, adding configurable options, and enhancing the overall user interface. We recommend using these enhancements in conjunction with the new Case Timeline feature.

Case Assistant Checklist

This new feature offers a comprehensive checklist for case milestones. The checklist improves case data management and establishes a standardized process, helping you implement best practices without the need for formal training. It helps collaborators manage cases more consistently and efficiently by allowing them to track the progress of each case. Additionally, location administrators can customize the case checklist to meet specific requirements.

Karmak - Parts Search

Providers often spend significant time searching for parts because some integrations require precise part specifications to return valid matches. Karmak offers a fuzzy search for parts through its API, allowing users to perform partial searches. This enhancement will display a modal with the search results for parts, enabling providers to select a part of their choice. Once the part is selected, it will be added to the operation.

Karmak - Related ROs

Service providers currently can generate additional repair orders (ROs) from within an existing RO in the dealer management system (DMS). This allows them to bill repair line items separately and select an alternate billing account for warranty items. However, when a new RO is created in this way, it is no longer visible from the originating case or RO.

The Related RO enhancement provides the means to retrieve related RO information from the DMS and populate the case accordingly.