Deficiency Status Changes

Adam Graetz
Adam Graetz
  • Updated

Deficiencies have both a status and a resolution. We provide several options for both, which you may consider using to fit your needs.

This article defines these attributes, the changes you may perform on them, and the changes that happen due to certain actions on the Deficiency.

 

Definitions

  • Status - This attribute is meant to represent the initial status, at the time that the tech records the Deficiency.
    • New status Deficiency serves primarily as a sales lead and should be acted on by the office ASAP. (This will be visible on a Service Link, Service Portal, and Work Acknowledgment if enabled.)
    • Verfied status Deficiency automatically changes when a deficiency has been added to a quote. (This will be visible on a Service Link, Service Portal, and Work Acknowledgment if enabled.)
    • A Fixed status Deficiency is has been marked as repaired.
    • An Invalid status Deficiency is used when an asset has been erroneously marked as deficient and you want to hide/limit the visibility of the Deficiency. While Deficiencies cannot be deleted in ServiceTrade, they can be marked as Invalid which restricts them from appearing in deficiency lists by default in the Mobile and Web Applications.
  • Resolution - This attribute refers to the action(s) taken by the office in follow-up to a Deficiency.

Automatic Changes to Deficiency Status and Resolution

In most cases, the intended usage of ServiceTrade Deficiencies is to create a Quote, which triggers the changes in this article. We cover each of these scenarios below:

Action

Status Change Resolution Change

Create a Quote from a Deficiency

New -> Verified

New -> Out for Quote

Add Deficiency to an existing Quote

New -> Verified

New -> Out for Quote

Deficiency is added to a Job or an approved Quote

Stays the same

New -> Out for Repair

Cancel a Quote

Status remains Verified, as the Deficiency is assumed to be still legitimate.

Out for Quote -> New

Mark a service from a Quoted Deficiency as complete

Changes to Fixed.

Changes to Fixed.

 

Manually Changing Deficiency Status and Resolution

The intended "Final Resolution" of a Deficiency is "Out for Quote".  However, you may wish to manually change the resolution to something else, such as "Notified" (example: courtesy to the customer, but not a line of work we do), or "Out for Repair" (redundant, as the Deficiency page already shows related jobs if out for repair.)

To edit the Deficiency Resolution:

  1. Click the resolution box on the Deficiency page.
  2. Then pick whichever resolution you like.  The save is immediate.

To edit the Deficiency Status:

  1. Click Edit on the Deficiency page.  
  2. The Deficiency details page opens, where you can edit the Status

If a Deficiency with the new status and resolution is added directly to a job, the status will change from new to verified and the resolution will change from New to Out for Repair.

Note: While you cannot delete a Deficiency in ServiceTrade, you can manually mark its status as "Invalid" which will effectively hide it from default views in the Mobile and Web Applications.

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