Depot Process
The following outlines the key stages and flow of a typical depot service management process:
1. Submit a Depot Service Request: Customers or support agents initiate the process by submitting a Depot Service Request for faulty assets or products that need service in a depot environment. The process involves providing necessary details, selecting the products for service, assigning depot and logistic services for products, and submitting the request for further action. For more information, see Submitting Depot Request.
2. Auto-creation of Work Orders or Service Products: Upon request submission, work orders or service products are automatically created for each product, with relevant work plans assigned based on the selected service. The created work orders or service products appear in the Depot Queue under the Logistic section, enabling supervisors or technicians to perform logistics tasks according to the associated work plan. Technicians monitor and pick up the queue items based on priority, performing the logistic tasks effectively. These tasks typically include the collection of faulty products from customer locations and delivering them to the depot for repair. Once repairs are completed, the technician may also be responsible for returning the serviced products to the customer. For more information, see Managing Logistic-Specific Queue Items.
3. Assign Service Work Plan to Work Orders: After or before the faulty product arrives at the Depot, the Service Engineer or Implementer can analyze Work Orders and assign Service Work Plan. This plan includes specific service tasks, recommended parts, and tools required to service the product in the Depot. Depot Repair Work Orders associated with Service Work Plans appear under the Service section. For more information, see Managing Service-Specific Queue Items.
4. Configure Depot Management Rules: For service-specific queue items, the admin configures rules by defining qualification criteria and field mappings that determine which Work Orders or Service Products are eligible for processing in a specific depot location. This enable admins to assign only specific Depot Repair Work Orders or Service Products as queue items for a Depot location. For more information, see Configuring Depot Management Rules.
5. Assign and Track Service-Specific Queue Items: Supervisors can assign work orders to technicians based on their expertise and availability. Technicians monitor and pick up the queue items based on priority, performing the service tasks outlined in the work plan.
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