Working in Advisor Check-In

Advisor Check-In has the following tabs for completing the write-up:

  • Customer – Review and complete the customer and vehicle information.
  • Concerns – Add concerns to the RO.
  • History – Review vehicle service history, including service quotes.
  • Services – Add service items, and generate the maintenance menu.
  • Walk Around – Capture information from the vehicle walk-around.
  • Assign R.O. – Assign the RO to the appropriate advisor, add customer options and assign promise delivery time.
  • Authorization – Finalize and create ('push') the RO with the customer.

 

Once the Customer page is completed, navigate through the rest of the tabs by:

  • Selecting one of the tabs at the top of the page, or
  • Clicking in the bottom right corner of each page. These buttons move you through the write-up process step-by-step.

Note: Use at the bottom of the page at any time to return to the Search page. Any updates are saved.

 

The icons at the top of the Advisor Check-In page let you quickly access important information:

 

Existing Appointment Details: Click to see a summary of the Appointment Manager appointment(s) booked for the VIN (if Appointment Manager is enabled at the dealership):

  • Use to move between multiple appointments if more than one appointment has been booked.
  • Click "Use Appointment" to load the appointment information, such as service lines, into the current write-up. The status of the selected appointment is changed to 'Shown' in Appointment Manager.
  • Click "Close" to continue with the write-up without linking to an existing appointment.

Diagnostic Worksheet: Click this icon to open the "Squeak and Rattle" diagnostic worksheet. Use it to gather detailed information from the customer about their vehicle concerns:

 

National Service History: Click to see the Nissan National Service History report for the VIN:

  • If the Branded Title is 'Yes', the message "This is a Branded Vehicle. Please contact NNA for warranty coverage or service contract eligibility." is added to the top of the report.
  • If the customer is a member of the My Nissan Rewards program, their member ID and points balance will appear in the 'My Nissan Rewards' section of the report.

Errors: Click to see details of any errors that have occurred during the session for this write-up.

Arrivals(If Tire Profiles, Hunter Engineering integration enabled but Service Dashboard not enabled): Click to show the new arrivals at the dealership as described in Arrival Notifications. The number indicates the number of unclaimed vehicles.

Tire Report (If Tire Profiles or Hunter Engineering integration enabled): Click to open the Tire Report PDF for the current write-up. Review the report with the customer and add appropriate services such as new tires or an alignment. If no report has been generated for this arrival, a message appears.

Completed Inspections: Indicates the number of inspection reports waiting for this advisor to review in Technician Inspection (if enabled). Refer to the "Technician Inspection Help Guide" for more information.

Guide: Click to get information about the fields on the page.

Sign out (next to the user name): Click to access the Sign out option.

 

Multiple users may work on the same VIN in Advisor Check-In. This is useful in the following scenarios:

  • A greeter is used to perform the walk-around, then a service advisor completes the write-up.
  • One user has to leave at some point during the write-up and a second user continues to write-up the Repair Order from their own device.

 

If the first user finishes their part of the write-up and a second user tries to continue it, the following message appears:

The second user can:

  • Click "Ignore" to ignore all the information already entered and continue with the write-up.
  • Click "Load" to load the previously entered data before continuing with the write-up.

 

In addition, if one user tries to update the write-up while a second user is working in it, the following warning message appears:

The warning message indicates that changes have been made from another user's session. The first user can:

  • Click "Stop Concurrent Access" to close the message so they can leave the write-up.
  • Click "Override" to return the write-up to only what was already entered in their own session. Any changes entered by a second user is removed.
  • Click "Refresh" to update the write-up with the items from the second user's session: additions, deletions and changes.

 

These scenarios are illustrated in Multiple User Scenarios.

Once either user completes the RO, an Overwrite warning message appears for the other user as they complete the write-up asking if they want to overwrite the service lane. This only applies to dealers using Service Dashboard.

 

If Service Dashboard is used at the dealership, the following warning message appears if there is already a completed write-up and active service lane for the VIN:

  • Click "Overwrite" to replace the service lane in Service Dashboard with the current write-up.
  • Click "Cancel" to leave the original service lane in Service Dashboard and continue with the new write-up in Advisor Check-In even though it will not appear in Service Dashboard.