Standard Favorites

Standard Default Favorites

Default favorites have been implemented for existing users and new users at initial set-up.  This will enable them to start using Vision immediately without having to set up their own favorites.  They will still have the capability to use location favorites established by their location administrators, create their own favorites, and use or delete the default favorites.  The default favorites include:

Service/Fleet Default Favorites

• Promised Assets - Cases with an Estimated Time of Repair (ETR) in the next 5 days
• Ready for Pick-up  - Cases with a status of Complete (here)
• Extended WIP - Cases with provider downtime over 3 days
• WIP - Cases created in the last 30 days that are not in a status of Complete (here) or Complete (gone)
• Large Estimates - Cases with estimates over $1,000
• ETR Overdue - Cases with an ETR in the past
• Approved Estimates - Cases with a status of Approved
• Extended Update - Cases that have not been updated in the last day
• Awaiting Customer Approval - Cases with a status of Hold (auth)
• Best Practice - Cases that are missing best practice steps or data
• Follow-up Overdue - Cases with a Follow-up Time in the past

Parts Default Favorites

• Parts Needed - Cases with a status of Hold (parts)
• Parts Ordered or B/O - Cases with a status of Parts Ordered or Parts B/O