In order to get the most out of the workshop module, we recommend you start here and following this getting started guide.
At the heart of Central-Ops are the vehicles that are both managed within the Workshop module, as well as utilised as a part of the Operations module.
🧠 Learn more about Assets.
Service plans will ensure your vehicles are being maintained at the appropriate intervals. When a service is scheduled for an asset, the workshop task will automatically define the parts and the checklist required to complete that service. When the task is completed, the schedule will automatically update to the next service due. In order to have that information applied to the scheduled service, you will need to establish the following setup.
As mentioned, when a service is scheduled for an asset, the workshop task will automatically include the checklist for that particular service. Checklists are used to define the items you want mechanics to perform during a service, and can be broken down into sub-checklists to group tasks together. The checklist items that are defined, as well as the way they are grouped together via sub-checklists is completely up to you, as is the order in which items in a sub-checklist are defined and the order in which sub-checklists are defined on a checklist.
The following is an example checklist called ‘B Service 2 Axle’ that has been defined with 8 sub-checklists. The items on the ‘Underneath/Lube’ sub-checklist can be seen.
❕Note: the order in which sub-checklists appear (left-to-right) and the order the items appear on the sub-checklists (top-to-bottom) will be the order they are shown when printed on the workshop job sheet and on the mechanic’s kiosk.
Also note that you can share sub-checklists between checklists. For instance, if you have a common set of tasks for finalising a service (such as cleaning the vehicle and signing off all the paperwork), you can simply ‘Attach’ the existing sub-checklist to the other checklists. Just be aware, that editing the sub-checklist will affect all instances where that is being used.
An Asset Group defines the service plan for an asset which is made up of the service intervals and the relevant checklist for each service interval.
As shown in the above example, an asset group has been defined for ‘2 Axle Auto’ which has 3 different service type intervals and the appropriate checklist has been allocated to each service type.
Important Points to Consider:
In the example above, the full service lifecycle will extrapolate based on the increments in the service intervals so you don’t need to specify the A service happens at 10,000 then again at 20,000. It will repeat the B service every 10,000Kms until it hits the next service type at 30,000Kms (the C Service), then will revert back to the B Service for the in between 10,000Kms intervals.
It will continue this until it hits the D Service which it considers the end of the service cycle at which point it will start again, so the 100,000 will effectively be the first B service in a new cycle.
The final step in the setting up the service plan, is to simply assign the asset group you have defined here to the relevant assets:
Once you have assigned the Asset Group to an asset, you will be able to see relevant service plan and history information in the ‘Servicing’ tab.
When a service is scheduled for an asset, the workshop task will also include the relevant parts and quantities for that particular service. The individual parts and quantities required will vary for both the type of service (e.g. B Service compared to a D Service), but will also vary from vehicle to vehicle based on its engine type or other characteristics. The first thing you will need to define is a Parts Group.
A Parts Group is as the name suggests, a collection of parts that are often combined together as a kit.
🧠 Learn more about Parts Groups.
In the following example, we have defined a Parts Group called ‘Service B Cummins ISL’ and have included relevant parts and quantities:
The way we have determined the parts to include in this group is we know that when we do a B Service for a vehicle which has a Cummins ISL engine, it will require this list of parts and their quantities. When conducting a D service, however, we may also need to replace diff oil, transmission oil, coolant, etc:
Defining engines in Central-Ops allows you to specify which group of parts are needed when performing the relevant service types.
🧠 Learn more about Engines.
To ensure when scheduling a service, the parts are included in the workshop task, you need to ensure the engine is assigned to the asset:
❕Note: you can share Parts Groups between engines to save having to define a single parts group for each service type for each engine. For example, if you find that the the B Service for one engine uses the same parts as another engine, then define a single parts group and assign it to both engines for the B Service. This can be achieved even if the C and D services require different parts as shown in the following example.
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