Both [REPAIR_COMMENTS]
and [REPAIR_PROGRESS]
tags are used to show repair comments, notes or progress.
Show a List of Repair Comments
To show a list of comments in customer receipts or on other printable documents the tag [REPAIR_COMMENTS]
should be used. This tag will print a list of comments which have been posted in the repair progress. This tag supports two attributes as described below
- SHOW: This attribute can be used to show only specified elements of the comment. e.g. date, comment. The following options are supported.
- status: Show the status which was used to post the comment.
- date: The date time when the comment was posted.
- created_by: The staff user who posted the comment.
- comment: Actual text of the comment.
- STATUS: To tell which kind of comment should be picked. Possible options are the statuses listed in your Repair Status Manager of type Repair Notes.
- SORT: To list comments in a certain order. The following options are supported
- recent: (Default) arranges the comments as most recent first and oldest last.
- oldest: to arrange the comments in chronological order – oldest first and most recent last.
Following are some possible examples of using the tag [REPAIR_COMMENTS]
.
To show all public comments, you can simple use the tag without any attribute.
[REPAIR_COMMENTS]
By default the above tag will show the list of comments in reverse chronological order order – most recent first and oldest last. To show comments in chronological order or oldest first and the most recent last, use the tag as follows.
[REPAIR_COMMENTS SORT="oldest"]
If you does not specify the SHOW attribute, all the elements of the comment will be shown which are: status, date, the author, and the actual comment text. To show only a few of them, use the example below that shows only the date and the comment text.
[REPAIR_COMMENTS SHOW="date,comment"]
Supported Templates
The tag [REPAIR_COMMENTS]
is currently supported in the following templates.
- Repair Invoice
- Repair Receipt
- Picking Slip
Show a Single Comment or Progress Note
The tag above shows a list of comments/progress notes while on some occasions you may want to show only a certain comment based on the status specified. For that, we have another tag [REPAIR_PROGRESS]
. You can use this tag with the below attributes.
- STATUS: (Required) to tell which kind of comment/progress note should be picked. Possible options are the statuses listed in your Repair Status Manager of type Repair Notes.
- A list of statuses separated by a comma can be provided for the preferred progress note first and then the other if the preferred one is not found.
- FROM: Repair tickets have more than one progress note or comment for a certain status. Only one comment or note with the specified status is shown with respect to the following options.
- first: (Default) shows the oldest comment with the specified status.
- last: to show the most recent comment with the specified status.
- SHOW: This attribute can be used to show only specified elements of the comment. e.g. date, comment. The following options are supported. All the elements* are shown if not specified.
- date: The date time when the comment was posted.
- created_by: The staff user who posted the comment.
- comment: Actual text of the comment.
Following is an example of a use case to show when a device was diagnosed in a template.
Diagnosis Detail Date: [REPAIR_PROGRESS STATUS="Diagnosed" SHOW="date" FROM="first"] Note: [REPAIR_PROGRESS STATUS="Diagnosed" SHOW="comment" FROM "first"]
To show a part received for a repair, the following example is suitable.
Part Received Date: [REPAIR_PROGRESS STATUS="Parts Arrival" SHOW="date" FROM="last"]
The following example shows a single progress note but is preferred by a list of statuses. This will show a progress note with the status “Contacted” if found. If not found, the progress note with the status “Issue” will be shown. The list can go longer than two statuses.
[REPAIR_PROGRESS STATUS="Contacted,Issue" FROM="first"]
Supported Templates
The tag [REPAIR_PROGRESS]
is currently supported in the following templates.
- Repair Invoice
- Repair Receipt
- Estimate Receipt* – If the SHOW attribute is not specified, only the comment text will be shown.
- Checklist Document
- Repair Legal Document
- Repair Insurance Document
- Warranty Card Document
- Ticket Intake Form
- Ticket Outtake Form
- Customer Letter
- Picking Slip