See also: Operations Table

Operations Search Capabilities

This article outlines the key features for searching, adding, and managing operations.

Overview

• Search & Add Operations
• Advanced Operations Search
• Create Custom Operations

Search & Add Operations

Start by choosing a source from the dropdown menu—or stick with the default All Sources option to search across all sources.

After settling on a source, type at least three characters into the search field. That activates the SEARCH button.

Then click SEARCH, and a drop-down menu will appear showing results based on the search criteria (source and search entry). The results will include the information source and the top three operations matching the criteria. Additionally, details for each operation will be displayed, such as description, labor time, and variation information.

When you select an operation, it will be added to the estimate and the menu will remain open for you to choose additional operations if necessary. If you click outside of the dropdown menu on an empty part of the screen, the search results menu will close.

If more than three operations are available outside of the top search results, users can select the VIEW ALL link in the upper right-hand corner of the search results area.

This will open the Advanced Search feature and display all available operations based on the search criteria.

Click ADD next to any operation to include it in your estimate.

Advanced Search

Advanced Search helps narrow things down when your initial search returns many results.

• Click ADVANCED SEARCH at the bottom of the search results dropdown.

On the Advanced Search pop-up:

• Choose a source from the dropdown
• Enter your search term
• Click SEARCH

Click ADD next to any operation to include it in your estimate.

Do you need to remove an operation you just added? Click REMOVE. You’ll stay on the same screen, so you can keep working.

When you're done, click the X in the top right to return to the Editing Case details screen.
 

Custom Operations

When the searched-for operations are unavailable, the Create Custom Operation feature enables the creation of one-time use operations.

When enabled, the Create Custom Operation feature can be accessed by selecting the CREATE CUSTOM OPERATION link in the operation table's upper right corner. 

NOTE: The Create Custom Operation button is only available if your Admin has enabled this feature. If you don’t see it, contact your Admin to verify your location’s settings.

The CREATE CUSTOM OPERATION link can also be accessed from the search results screen. 
NOTE: the CREATE CUSTOM OPERATION link will only appear here when no search results are available.

It can also be accessed via the Advanced Search screen. The CREATE CUSTOM OPERATION link will only appear here when no search results are available.

Users have the option to create operations with a Fixed Total Price, and also allocate pricing individually to Labor, Parts and/or Paint. If the Operation Pricing Fixed checkbox is selected, editable fields will be revealed to set the price.

If the Operation Pricing Fixed checkbox is not selected, then selecting the Labor, Parts, and Paint checkboxes will expose the editable fields for those areas of detail.

Once all required fields for the selected areas have been entered (fields with a blue asterisk are required), the CREATE CUSTOM OPERATION button located at the bottom of the screen will become active.

Selecting the CREATE CUSTOM OPERATION button will close this screen, placing the user back on the Editing Case screen with their operation added to the estimate.