To access the SRT Guide screen, open the
menu and select
To add a new SRT, click on the
Enter a name for your new SRT guide and a date / time
it will take effect.
Using the radio buttons, you may also choose to start
a new SRT from scratch or edit an existing SRT.
SRT guides may be driven by an equipment group or the
make and model of the equipment being repaired, ensuring an SRT is not used for
the wrong unit.
New SRTs begin with a blank page.
To begin building the SRT, click on the green
Enter a name for the service / activity category then
click on the
choose an icon for your new SRT.
To start adding activities and parts to the new SRT,
click on the icon.
Start by adding a labor activity.
Click on the green plus in the
A list of VMRS activities is displayed as icons.
You can use the search field to find a labor
activity by the VMRS icon name or the VMRS code.
In the example pictured below, searching for
VMRS 045 narrowed the results to two icons:
Cab & Sheet Metal
Click on the appropriate icon.
Edit the description, as needed, and enter the standard
hours for performing the task.
To override existing labor rates and parts pricing,
you can use the drop-down list to set fixed, per unit, or per hour rates as
A fixed charge for the job regardless of the
time logged by the service technician.
Charges hourly (see per hour).
This option is designed to prompt technicians
to specify how many times they repeated the task on a repair order.
Charges hourly (any labor amount entered is
multiplied by the actual hours spent performing the work to calculate the
are selected based on
whether you want to charge a fixed rate or an hourly rate for the repair.
The tabs below the
section at the top provide more customization options for
Under each tab, there is a
green plus that can be clicked on to allow, disallow, or override the default
The tabs are summarized
Allows you to add another job within a job,
meaning that you can add an existing SRT to a labor line in your new SRT.
This does not override the new SRT charges or
Prevent the technician from adding activities
to the repair job.
Specify additional individual units that can
use the new SRT.
Specify additional equipment makes and models
that can use the SRT.
Link existing customer PM schedules to the
This will reset the maintenance
scheduled when the SRT repair work is completed.
Add fixed surcharges to the SRT.
Add exceptions to labor
rates based on customer contracts.
example, if you have a preferred labor rate for some customers, you can add
this override to make an exception.
If your company performs
repairs in multiple shop locations, a facility override can set different labor
pricing in your different markets.
Search for a part number by typing it into the
field, or click the
magnifying glass to open a search window, then enter the quantity of parts and
again to confirm.
Service Program has been
added to the Tech RO portal from the example above.