Visual Production Manager-Lite : Card Guide
This tutorial will be covering the main features of the cards are in the VPM.
1. Edit Repair Record (top left)
A. Clicking this button gives you general information (RO & Unit number, owner name/contact info., insurance (if there is any), what repair step it's on, preferred method of communication, the vehicle info., this were an employee may be assigned to a role (which employee is the estimator, prep tech, paint tech, etc. for this car).
B. It also tells you when the car was brought in and dropped off, along with when it was finished. The hours are listed (frame, body, mechanic, refinish, and total), along with the adjusted hours (if for some reason you need to adjust the amount of hours for the job manually).
C. The sales info. is listed (the initial cost of the repair at the time of scheduling, along with an adjusted price based on the expected repairs to be completed), along with a section allowing you to write notes about the job.
2. Edit Assignments (next to the Edit Repair Record)
A. Allows you to pick multiple technicians to work on a vehicle. The tech initials show up above the customer name.
B. View employee assignment - you can view what employee is assigned to/working on what vehicles based on when it arrives.
i. Carry over = assigned in past, 1st week, 2nd week, 3rd week.
3. Parts status (left circle)
A. Parts status indicator:
i. White: Default setting.
ii. Green: All parts are taken care of, it's good to go.
iii. Yellow: Vehicle might need parts or have issues, but it can be worked on now.
iv. Red: Vehicle has issues or needs parts that is preventing it from being worked on now.
B. Selecting parts status: you can determine the status of the parts for the car (i.e. all parts have been ordered, all parts have been received, parts are back ordered, more parts are needed, etc.). The statuses that you can set here can be changed and customized to the shop's needs.
C. Messages: you can send a message about parts to another worker in the body shop, indicate a specific parts status (a general indicator of why you're sending the message), and then write out why specifically you're messaging them. There's a log that contains all messages sent and received that you can use to communicate with.
4. Edit card settings (top right gear)
A. Allows you to change the outline color and card background color. These colors can have different meanings if you want them to. For example, a priority job may have a red background, and a one-day repair may have a green background.
5. Work stoppage (right circle)
A. Work stoppage indicator:
i. White: Default setting.
ii. Green: There's nothing stopping it from moving forward.
iii. Yellow: Vehicle may have issues, but it can move on in the repair process.
iv. Red: Vehicle cannot move on in the repair process, potentially a total loss.
B. Repair step: you can change what repair step the job is currently on.
C. Work stoppage: if the job has stopped and isn't moving through the repair process, you can indicate why here.
i. Additionally, you can also indicate the parts status here if that plays a role in the work stoppage.
D. Messages: You can send and receive (internal) messages regarding work stoppages.
6. Expected Delay (next to Work Stoppage)
A. If there's an expected delay, there are options under the work stoppage and parts status.
B. "P" appears next to the work stoppage if you check the expected delay in the parts status page. "W" appears next to the work stoppage if you check the expected delay in the work stoppage page.
7. Edit sublet (bottom bar)
A. This area allows the team to see the sublet items needed to complete the repair. They may be items to be completed internally or by outside vendors.
8. Middle stopwatch (time above bottom bar)
A. The stopwatch is keeping track of how long the job has been in the current column. The clock is based on a 24 hour day and includes non-production hours such as evenings and weekends.
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