Delegated Staff:  Technical Supervisor, Service Engineers, Parts Co-Coordinator & Service Controller

1.   A workshop call is created for SETUP / RELOCATION.  The account on this call must be the CSA owner’s account on our debtors, the order number must be the CSA Owner’s DD transaction number with the version (123454-01) or the Movement Document Number (1234 MM).

2.   Problem 1 field must be SETUP.

3.   The toner must be booked out to the Engineer who does the setup and must be logged off on his call.

4.   Workshop task to be resolved. A new field incident must then be created for the installation.

5.   Supervisor does final Quality check before machine leaves the workshop.

6.   The unit price which is what our income is going to be on the RELOCATION Quote or SETUP must be logged off on this call or else the machine costing will not be updated correctly. 

7.   The account number stays the owner of the CSA’s account and the order stays as the DD or Movement Docket Number.

8.   To follow normal Field Installation

  Document Retention List