When a campaign is highlighted, a unit summary is
displayed on the right-hand side.
will show you the list of units in the campaign and the linked repair or work
order number, if the campaign has been completed.
The list can be toggled using the All,
Remaining, and Completed radio buttons.
To create a new campaign, click
This opens the
wizard in a pop-up window.
Required fields are market with an asterisk.
Each campaign must have a name, effective
date, cause/reason code, task code, and type.
There are two types available:
Safety Recall and Campaign.
types are useful for separating campaigns done for safety reasons (such as a
manufacturer recall) from other service campaigns.
Entering a due date, manufacturer, master campaign,
and notes are all optional.
due date will automatically terminate the campaign when the due date is
In the bottom pane, files or images can be uploaded
for your reference.
to continue to the next step in the wizard.
Next, I need to generate or upload the list of units
being repaired by the campaign.
To generate a list of units based on specific
criteria, such as the unit make & model, year, owner, etc., select one of
the options from the Units Based On drop-down list, then enter the appropriate
In the example pictured below,
I've selected the unit owner option with POSSUM LODGE entered as the owner
In the example pictured below, I've added the Mack
CH600 make & model to the criteria.
Once your criteria have been set appropriately, click on the
This will generate a list of units that
matches ALL of the given criteria.
A unit list will be generated and listed on the
If you need to remove
any criteria, you can click on the red
next to the criteria then click on
to re-generate the list.
to download the template in a Microsoft Excel file format.
The unit import file contains column headings for the
different unit details that can be uploaded.
is a required field, and at least one other field must be entered (depending on
what data the import is based on in the next step).
Once the import file is prepared, click on
In the pop-up window, select a data based on
value from the drop-down list, such as the unit number or vin number (this
field has to be populated in the upload file you prepared), then click Browse
to select the file from your computer and click
to process the import.
Type in a description for the item being added to the
checklist and click
A list of successfully imported units will be
displayed in the
If any of the units in your spreadsheet could not be
imported, they will be listed in the Import Fails tab along with an error
In the example below, my
spreadsheet had an entry with a missing unit number which could not be
When you are done importing units, click
The campaign's labor activities can be added in the
Just like creating a
repair order, labor activities can be added from the Service Programs tab or
the VMRS tab.
field to search by the name or
VMRS system coder click on an icon to drill-down and add a labor activity.
After finding a labor activity for the campaign,
click on the green plus to add it to the right-hand side.
After adding the labor, enter or edit the
description, then enter the estimate hours and hourly rate (if applicable - the
rate can be left blank if there isn't a set rate charged for all
Putting a check under
indicates that the repair
should go to the Warranty Manager system to process manufacturer warranty
Notes and Cause/Reason and
Task codes can be changed, this is optional.
If there is a manufacturer or other third-party
website with instructions for your service technicians, you can enter the
website URL in the
This will appear as a clickable "Instructions"
link for your technicians when they are completing the campaign repair.
You can also change the "Application for:"
drop-down list to change whether the campaign can be used on internal repairs,
sublet repairs, or both.
Repeat these steps if there are multiple labor
activities in the campaign, then click
when you're ready to move to parts.
Parts can be added to each labor activity so the
approved list of parts will be added to repair orders automatically with the
Select a labor icon on the left,
and then add parts on the right-hand side.
Optionally, checklists can be added to each labor
If you are familiar with PM
inspection forms in EMDECS, you'll recognize that setting up a checklist is
If a checklist is
linked to a labor task, upon completing the work the technician will be
presented with an electronic checklist to complete.
The checklist can be used to confirm that the
repair was completed successfully, or to inspect parts of the vehicle, and
report any defects that need to be repaired.
To create a checklist, select the appropriate labor
icon on the left-hand side then click on the green plus or
at the top-right.
The checklist item will be added to the checklist, as
You can use the red
the far right to remove a checklist item after adding it.
A URL can be entered beneath the description.
This can be used to link to a website with
more information (for example, a manufacturer's safety recall information
If text is entered in this field,
there will be an instruction link that service technicians and managers can
click to open the URL in your browser.
The type is used to define what type of information
is being entered by the service technician.
The following types are available in the drop-down list:
column / checkboxes are used to indicate whether a checklist item is
Uncheck this if you want to
allow technicians to leave it blank.
Each checklist item that is failed can be linked to
one or many service activities / VMRS codes that need to be completed to repair
By default, each failed item is added as work
required to the unit, based on the VMRS code of the labor activity on the
If repairing the failed
check item requires a repair activity or activities with a different VMRS,
these can be added by clicking on the
links on the right-hand side.
A pop-up window for selecting from service programs
or VMRS codes will allow you to add the correction activities, just like adding
repair activities to an RO.
description, estimated hours, and an hourly rate can be edited or entered.
Again, there is also a URL field if you want
to provide a hyperlink to a website with further details.
at the bottom of the screen when you're done.
The number of correction activities will be
Clicking on this hyperlink
allows you to make changes to the defect correction activities.
at the bottom of the wizard to proceed to a final summary of your campaign.
A summary of the campaign will list the units
included in the campaign on the left-hand side, with a summary of the labor and
parts on the right-hand side.
If you are not ready to activate the campaign yet,
you can click
to exit the wizard and save your progress.
to save the new campaign and make it active.
Once a Campaign is activated, it can be manually
terminated by clicking on the
button on the Campaign Manager screen to manually end a campaign.
Units can be added or removed from an active campaign
by clicking on
From the External Campaigns tab, campaigns can be created
to keep track of repairs being done by an outside, external repair shop.
For example, if you have your own fleet of
vehicles, you might create an external campaign to keep track of units being
sent to a manufacturer's dealer to complete recall work outside your shop.
To create an external campaign, click
The external campaign wizard is a simplified version
of the internal campaign wizard.
you will not be performing the work in your own shop, there are no screens for
defining labor activities, parts, or checklists.
Enter a name for the campaign, and an effective date,
The list of units can be generated or imported, in
the same manner as external campaigns:
A summary of the external campaign is displayed on
the last screen.
to save and exit the wizard.
After the unit or units have been repaired by the
external shop, click on the
In the pop-up window, enter the invoice or reference
number from the external vendor, the vendor name, notes are optional, then put
a check next to the units the external campaign was completed for, then click
The final tab on the Campaign Manager screen is
This screen can be used to search for
campaign history based on the customer name or unit number.
There is also an Export button that you can
click on to download the search results in a spreadsheet file that you can open
in Microsoft Excel.
Example of a unit on the service board with campaign
Example of campaign work required in the Tech RO