Service History/OOT Approval Process

The Service History/OOT Approval Process allows customers to track their Service Events/OOTs. There are three main components to this feature: Dashboard, Service History, and the Approval Form.

Dashboard

• Shows all Service events including OOT Events
• Open
• Closed
• Overdue

• These events are hyperlinked to take you to the specific report containing these events

Service History

• Shows a history of all events including OOTs. This screen allows you to filter on OOT statuses such as “Needs Approval", "Pending Approval", "Approved”, and Rejected
• Contains the link to the OOT Approval Form - the red checkmark in the Actions column
• The Service History details who approved the form, the date, and comment (if necessary)

 Approval Form

• Allows the customer to select 10 questions for the form
• The user determines which status to assign: pending approval, approval or rejected
• Click the Browse Button to optionally upload an OOT investigation or customer based documentation
• After the form is approved the dashboard will be updated