Customize the Service Center screen
You can customize the Service Center screen based on individual User preferences. Note: User customizations share across all workstations in your store.
There are two ways to access the Service Center. From the Ascend desktop click the Service Center (formerly Work Orders Due) tile or go to View > Service Center.
Customize Column Layout
You can customize your column layout either by moving columns around (drag and drop) or adding/removing additional columns.
Columns in the right grid can be moved, removed, filtered, and/or grouped. To add additional columns, right-click any item in the header row and choose Column Chooser – then just drag the field to your desired location.
The Customization prompt will display. Select the column you'd like to add and drag it up next to the other column headers.
Click on the Column header to move it around in the Service Center screen.
Filter by Due Date
A great way to separate the Service Center screen and show a breakdown of what work needs to be done by date is to Filter by Due Date.
Note: You cannot group by Customer Name or Barcode
To filter, click on the column header and drag and drop it in the blank white space above the other column headers.
Once Due Date is moved it will add a thick grey bar and show which Work Orders are assigned to each day.
Change Font Size
Within the Service Center screen is one other place you can Enlarge or Shrink the font size.
Enlarge font size displayed.
Shrink font size displayed.
For additional ways to customize and sort the Service Center screen, check out the video in this article under Additional Resources, Use the Work Orders Due (Service Center).
Note: Before you can start working with your service center’s schedule, configure your scheduling rules; see the Set up my service center’s availability for scheduling article for details on this process. A manager may override any availability slots where a user is not available.
Assigning to a technician
When a repair is created, it automatically sets the Due Date as the next available date when there is time any technician is free. If the customer doesn’t need the repair for a while, or the service must be performed by a specific technician, the Due Date can be changed.
From Work Order Details, click the View Availability button to access the Availability utility. All service technicians display with their available time available.
- Red: Technician has no available time remaining.
- Yellow: Technician has available time remaining, but it is less than the amount required for the current repair.
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Green: Technician has ample time available for the current repair.
Click the cell for the Technician and Date to assign the repair to that Technician by that due date. To assign the repair to a due date and allow any technician to claim it, click the cell in the Unassigned Time row.
Locating work to perform
Access the Service Center (formerly Work Orders Due) screen.
- From the Ascend Desktop, click the Service Center tile.
- From the Ascend Desktop, select the View menu > Service Center.
Special Order item status displays next to the repair.
Note: If there are multiple special order items in different statuses, the status for the item in the earliest stage of the process displays.
To mark repairs which must be completed first as Important, click the star icon next to the repair. This can also be done from within the WO Details screen.
In the left pane, apply filters as desired to narrow your selection.
- Check Limit Due Dates and enter a date range to view those repairs which are due in those dates.
- Select a Service Technician to view repairs assigned to a specific user.
- Select a Status to view repairs at a specific state in the process.
- Select a Space to view repairs with that Space name.
Note: Only one repair/serial number combination can share a Space, but multiple Spaces may share the same name. - In Special Orders, check the desired special order status(es) to view repairs which have a special order item in that status.
Note: If there are multiple special order items in different statuses, the status for the item in the earliest stage of the process displays. - Check Assemblies to show all repairs, including items which were marked with Assemble Item. Uncheck to show repairs only.
- Check Important to view repairs marked to complete first.
- Check Warranties to view repairs marked for vendor/manufacturer replacements.
Additional Resources
Trek University Video: 48 Hour Service Turnaround
KB22-016