Check-In

Note: By default, only Service Advisors and Administrators have the ability to view Check-In.

Check-In Process:

• The purpose of the Check-in functionality is to save the Service Advisor time during the appointment check-in process and the walk-in process. 

• The SA right clicks on a record from the Service Drive Appointment tab and clicks Check-In. The Book Appointment Form presents which provides the Service Advisor the information for upsell or equity opportunities (just in the same way the Book Appointment Form gives the BDC agent this ability), and it provides a quick way to capture customer and vehicle information while making it easier to check the customer in.  

• When a user Checks-In a customer, the appointment is removed from the Appointment tab in Service Drive. A place holder RO is created (Pending RO). The Advisor or BDC users are able still to update the appointment from the Appointment Schedule or the customer's profile, but once an actual RO is created, the appointment is no longer editable and the record can only be viewed from the RO tab.