Firstly, let's get an understanding of what Priorities are.
Priorities are a way of assigning different levels of response times to Customers and Jobs. You can also say if the priority ignores standard opening hours. So, you could have an urgent care priority for medical equipment with a response time of 1 hour at any time of day.
Essentials!
Start with our helpful ‘how to’ videos here:
Getting There
You can find the Priorities field on the Customer Account Details page.
Head over to Customer & Site Records through the Records menu.
Then, select a customer and click the edit icon via the Action Tray to open the Customer Account Details page.
You can find the Priorities field in the General Information section.
Next, click on the ellipsis (...) to Add or create a priority.
Creating a Priority
You can Edit or create a new Priority option by clicking the ellipsis, which opens up the Select Priority window.
From here, click Add, and fill in the necessary fields:
Priority Code
Update equipment status when job is raised with this priority
Reference
Please select equipment status to be linked with this priority
Description
Response Time
Is VOR or Vehicle Off Road.
Ignore Branch hours
Hit Save when you have finished and you can select the new priority from the list.
Congratulations! You have created a new priority.