Under the General tab (as shown in the example above):

6. Enter or update the Tag# (if updates are enabled for the dealership). Updates are not sent to the DMS.

Note: This is useful for managing Mobile Check-In service lanes where Tag # is initially set to 'SELF'.

7. Type your chosen group name in the Custom field. The field changes color and x appears for deleting, if needed. Note that:
   • The group name is now assigned to the current vehicle and can be reused for other vehicles.
   • The group name can be used for sorting using the Custom grouping, as shown in Example 4: Group by custom group name. To get the Custom group name to appear as a Group by option, you may need to refresh your browser.
8. Update the Promise time to any future date and time.

Note: This is useful for managing Mobile Check-In service lanes where Promise time is initially set to 30 minutes before end-of-business-day.

9. Click "Create" under Invoices to create an invoice right from Service Dashboard. Refer to Invoicing .
10. The note box shows any General Comments entered in wiADVISOR Dashboard or Mobile Check-in, or notes entered on the Service Visit page. Click to collapse it.
11. Use the service lane messaging section to text or email the customer, or post messages to the vehicle chat. This is an alternative to using the Messenger page. Refer to Messaging from the vehicle queue for more information.

The current team members for the service lane are shown. You can assign (or reassign) a vehicle's Service Advisor or Technician from here:

1. The team members currently assigned to the service lane appear on the left.
   • indicates the primary Service Advisor and Technician.
   • indicates an additional or alternate team member.
2. Click to change a team member to primary assignment ().
3. Click x beside a name to remove them from the team.
4. Click beside a name in the list of employees to add them to the team based on their role.
5. Use the 'Employee search' field to help find a name. You can also use the buttons to filter the name list by Technicians () or Service Advisors ().

This feature can be used by a dispatcher to assign unassigned service lanes to a specific Technician. It can also be used to change an assignment during the service journey, for example if the Technician or Service Advisor leaves for the day and needs to reassign their vehicles to a backup.

Services associated with the RO are listed under the Services tab.

• Services sold at the time of the pre-write appear with a 'confirmed' status and show any service line comments from wiADVISOR Dashboard.
• Recommendations from the MPI show as 'unconfirmed' until they have been approved at which point approved services appear as 'confirmed'.

A dispatcher can select the Services tab to quickly review the services sold at the pre-write then assign an appropriate Technician accordingly using the Team tab.

Notes about this particular customer can be viewed, added or updated from the Notes page.

= indicates there are existing customer notes for review.

Enter new notes or update the existing text, then click "Save & Close" to immediately save new or updated Customer Notes to the customer database and return to the General page.

Using customer notes

The following points apply when working with Customer Notes in any application:

• 'Customer Notes' can be captured in and shared across Customer Connect, , Service Dashboard and Appointment Manager. Customer Notes entered in any of these wiADVISOR applications can be read, added and updated in the other listed applications.
• There is only one note (i.e. set of text) per customer although it may contain information entered by multiple users from multiple applications.
• Customer Note text is free-form and un-edited, to a maximum of 1000 characters.
• A user can update or delete the text in existing Customer Notes using any application, regardless of the original entry point or author.
• Notes are not specific to an appointment or service visit.
• Customer Notes belong to the customer and not the vehicle. They are not transferred when the vehicle is transferred to another customer.
• If a customer has multiple vehicles, the same Customer Notes will appear for all vehicles. Tip: In the case of multiple vehicles, make it clear in the Customer Note which vehicle a specific comment refers to, such as the location of seasonal tires.
• Customer Notes include the user name and timestamp of the most recent update.
• New/updated text will appear the next time a user opens the notes for that customer from any of the applications for any of the customer's vehicles.
• Customer Notes are not pulled from the DMS nor do they update the DMS.

Use the function buttons that appear below the timeline to quickly open the underlying applications if needed to work within a specific gate.

If more than one application link is available at this time, click "Open in App" to select from the list:

	Purpose
	Appears if the status is Arrived or Write-Up Completed. It opens the service in wiADVISOR Dashboard.(This link is not for use at this time. Go directly to wiADVISOR Dashboard.)
	Appears if the status is MPI Ready through to Work in Progress. It opens Technician Inspection to the vehicle's information (if Technician Inspection enabled at the dealership).
	Appears if the status is Delivery Ready. This allows the Service Advisor to quickly go to Appointment Manager to book the customer's next appointment before completing the Delivery step.
	Appears under the "Open in App" drop-down list if recommendations are available for review as described in Communicating Inspection Results with Digital MPI. This allows the Service Advisor to quickly go to the Recommendations page.

Note: When a vehicle is first added to the queue, it is placed in status.

In general, the service lane status is updated automatically by the application as it moves through its lifecycle. The chart below describes who is responsible for the action needed to move the vehicle forward based on the status of the current gate and what action is needed. Refer to Accessing the applications for a description of the function buttons.

Status	Description	Service Dashboard Action	User
	A new vehicle has arrived. The Service Advisor should complete the write-up in wiADVISOR Dashboard.	(Do not use at this time.)	Service Advisor
	The pre-write is complete. The Technician needs to be assigned.	(Do not use at this time.) or use the 'Team' tab in the service lane.	Service Advisor
	The inspection can be started by the assigned Technician in Technician Inspection.		Technician
	The inspection is in progress.		Technician
	Parts have been requested. Complete the request in Technician Inspection.		Parts Advisor
	The inspection has been completed. The Service Advisor review of recommendations is needed. (if enabled for the dealership) If all inspection items and concerns have a green (‘OK’) condition code, an 'all green' DMPI message' is sent automatically to the customer for the dealership if Digital MPI is used. The status changes immediately to .	or "Open in App" then if Digital MPI is enabled.	Service Advisor
	The inspection results have been reviewed. Recommendations need to be communicated to the customer for approval and the response confirmed.	or "Open in App" then if Digital MPI is enabled.	Service Advisor
	Any recommendations have been approved. The Technician can start work on the vehicle and track progress in Technician Inspection.		Technician
	The vehicle is ready to be returned to the customer. A link to the completed MPI PDF is automatically sent to the customer.	to book next appointment then	Service Advisor

Note: The status gate labels change to reflect whether the vehicle is before, after, or in that status. For example, in the review gate:

'Review' = before arriving at the gate.
'Reviewing' = at the gate.
'Confirmed' = after leaving the gate.

Inspection revisions

Once the inspection is in MPI Completed, Reviewed or Confirmed status, it must be put 'In Revision' in Technician Inspection in order for the Technician to make changes such as adding or changing recommendations.

Note: At this time, the status gate in Service Dashboard cannot reflect the 'In Revision' versions of MPI Completed, Reviewed and Confirmed status gates that appear in Technician Inspection. Therefore, in Service Dashboard, the lane remains in the gate it was in at the time the inspection was marked 'In Revision' until the service lane is marked Ready for Delivery.

Updating the status manually

Note: This feature is only available to the Dealer Administrator. Contact Client Support to discuss additional authorizations.

If the status is not automatically updated e.g. by Technician Inspection, it can be updated from the timeline.

Click in the desired status gate. Note that:

• If the service is complete but the vehicle is not marked as delivered, it is removed automatically from the vehicle queue once the RO has been closed in the DMS for at least 48 hours.
• If the Service Advisor did not choose to create an inspection when writing up the service in wiADVISOR Dashboard, then clicking the 'Create MPI' (i.e. create inspection) status gate displays a list of inspection types, if more than one available. Choose the correct inspection in order to create an inspection in Technician Inspection and complete the status change:

Status change indicator

In order to make it clear to the user that a vehicle's status has changed and that they need to take action, the service lane is highlighted based on user type and type of status change. 

Highlighting stops for the user when they select (click on) the service lane to acknowledge they have seen the update, or after approximately one minute. This is specific to the user.