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39 posts tagged with "administration"

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Changes for 5-30-23

· One min read

The following changes have been pushed to production on May 30, 2023

  • Allow the results of data on the Op Codes page to be filtered directly by Labor Type, not just filtered from prior results.
  • Fixed issue when searching users in the User Management page only searched on the current page of users, not all users.

Known Issues

  • Labor Discount $ in Op Code Analysis may show as $0 and multiple RO line numbers if multiple labor discounts were created.

Changes for 4-29-23

· One min read

The following changes have been pushed to production on April 29, 2023

  • Remove redundant Op Code Group/Tracking edit button
  • Fixed missing part lines on a RO digital copy
  • Fixed issue where BDC roles were not able to see the dashboard.
  • Moving deleted users from current dealership view to a separate deleted tab within Administration > User Management.
  • Create new sections and move existing rows to those sections within AI Statement Sales/Gross
    • In Service, move Adjustments to Labor to its own section and subtract its value from 'Total Service Department GP'
    • In Parts, move Purchase Discounts and Inventory Adjustment to a new section (Inventory Discounts and Adjustments) and add their values to 'Total Parts Department GP'

Known Issues

  • Labor Discount $ in Op Code Analysis may show as $0 and multiple RO line numbers if multiple labor discounts were created.

Changes for 4-23-23

· One min read

The following changes have been pushed to production on April 23, 2023

  • Fix issue where users with a couple user roles were unable to see the dashboard and were directed to a 404 page.

Known Issues

  • Labor Discount $ in Op Code Analysis may show as $0 and multiple RO line numbers if multiple labor discounts were created.

Changes for 4-9-23

· One min read

The following changes have been pushed to production on April 9, 2023

  • Fix issue where cached data was preventing newly added Op Codes to an Op Code Group from being shown
  • Increase the default amount of Op Codes per page from 20-25 so Top 25 fits on a single page
  • Allow Op Code Group names to be editable
  • Fix "back" link within Adminstration for Op Code Tracking and Technician Roles. The back link will be dynamic and correctly send the user back to their previous page

Known Issues

  • Labor Discount $ in Op Code Analysis may show as $0 and multiple RO line numbers if multiple labor discounts were created.

Changes for 3-3-23

· 2 min read

The following changes have been pushed to production on March 3, 2023

  • Add Technician Time Tracking feature
    • Allows technician working time to be added per day to help calculate technician efficiency
    • Add Technician Efficiency goal to be added for technician efficiency calculation color code
  • Add technician efficiency calculation to Technician Performance pop-up
    • Technician time tracking feature must be used for the calculation to be shown
  • A user can now select a default dealership to show when logging in within their profile settings
  • Technician Performance and Op Code data not shown during first day of month
  • Add ‘Labor Cost’ and ‘Parts Cost’ to the Labor Type Analysis pop-up
  • Add Drop down selection filter to Discounts pop-up instead of a search
  • Add employee selection to the Summary view for Open ROs and WIP pop-ups
  • Fix issue that allowed more than 6 technician shops to be added in a certain scenario
  • Removed unused Receivables column from Wholesale Analysis pop-up
  • Alter ‘Averages’ pop-up totals section for a better user experience
  • ‘Averages’ pop-up now separates the Labor and Parts discounts into separate columns.
  • Fixed issue where AI Statement data was processed significantly slower during daily calculations
  • On the Op Codes page, if there is no labor, ELR now shows $0.00 instead of a dash ( - )

Known Issues

  • Depending on the amount of Op Codes used per Repair Order and/or the timeframe selected, there could be a significant amount of processing done by the browser and could slow the data display time. Further actions are in planning to continue optimization.
  • Labor Discount $ in Op Code Analysis may show as $0 and multiple RO line numbers if multiple labor discounts were created.

Changes for 1-31-23

· One min read

The following changes have been pushed to production on January 31, 2023

  • Fixed calculations for penetration % in the new Op Code Analysis page
  • Fixed issues where thresholds in the Service and Parts Thresholds were not updating after submitting new values

Changes for 12-13-21

· One min read

The following changes have been pushed to production on December 13, 2021

  • Fixed AI Statement calculations
    • Corrected total calculations of Stats-Per-RO column.
    • Total Gross Profit % vs SMLY
    • Total ELR vs SMLY
  • Color coded vs SMLY Total numbers to red/green
  • Employee dealership membership, role update, and job title update consolidated into a single call

Changes for 11-28-21

· One min read

The following changes have been pushed to production on November 28, 2021

  • Changed 'Wsale' to 'Wholesale' within the Parts Dashboard Sales by Category bar chart.
  • AI Statement VS SMLY with Percent selected was not converting data to appropriate percentage value.
  • AI Statement fixed issue with loading oldest values
  • Corrected count of number of dealerships the employee has access to within the Administration > Employees table