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Adding service center

 

This content was translated using artificial intelligence. To request a review, please email documentacao_se@softexpert.com.

 

Prerequisite

  • Access the menu Registration > Service Center (IP005).

 

Presentation

In the Registration > Service Center (IP005) menu, you can register all service centers that will perform the inspections.

Next, see how to perform the operation:

 

Register service center

1. Access the Registration > Service Center (IP005) menu.

2. Click the button .

3. Please provide the trade name and legal name of the service center.

4. Fill in the desired fields from the following tabs:

General

Address Fill in this field to register the service center address.
City Fill in this field to record the city where the service center is located.
State Fill in this field to record the state where the service center is located.
Country Fill in this field to register the country where the service center is located.
ZIP code Fill in this field to provide the postal code of the service center.
Additional information Use this field to record important information about the service center.
Contacts Use this field to register the contact persons for the service center.
Calendar Use this field to define the calendar that will be used to control the inspections that will be carried out by the service center. Consult the SoftExpert Administration component documentation for more information on configuring calendars in the system.

The "External service center" option selected indicates that the service center does not belong to the organization.

Summary

Use this field to record a summary about the service center.

History

Use this field to provide the service center's history.

Observation

Use this field to record general observations about the service center.

Resource

Allows you to include service center technicians. The buttons located on the side toolbar may vary depending on whether the service center is internal or external:

Internal

Allows you to add a new technician to the service center. On the screen that opens, locate and select the desired resource. For internal service centers, the SoftExpert Suite users who were defined as resources by the system during registration will be available.
Allows you to view the data for the selected (technical) resource in the list of records.
Allows you to activate or deactivate the resource linked to the service center. Deactivation applied at this level will only affect the selected center. To deactivate the resource in all service centers, you must deactivate the record directly in the resource registration menu.
Allows you to assign service center responsibility to the selected resource. To remove the assignment, simply click the button again.
Allows you to remove the selected resource from the service center's record list.

 

External

By clicking the arrow next to this button, you will be able to select the desired option: 

  • New : Allows you to register a new resource and associate it with a service center technician. The created resource will be of the "Generic" type. For more details about the displayed screen, see the generic resource Register resource .
  • Associate : Allows you to link a resource already registered as a service center technician. On the screen displayed, locate and select the desired resource. For external service centers, only "Generic" type resources will be listed. 
Allows you to edit the data of the resource selected in the list of services.
Allows you to activate or deactivate the resource linked to the service center. Deactivation applied at this level will only affect the selected center. To deactivate the resource in all service centers, you must deactivate the record directly in the resource registration menu.
Allows you to assign service center responsibility to the selected resource. To remove the assignment, simply click the button again.
Allows you to remove the selected resource from the service center list.

Annex

Allows you to add, delete, download, and view attachments related to the service center.

5. Save the information.

In some areas of the screen, it will be possible to use the SoftExpert AI. The AI ​​Assistant feature is represented by the icon , while the AI ​​Commands feature is identified by the icon . To learn more about using the assistant, see the article Using AI in text creation and editing.

 

Conclusion

In this way, it is possible to register the locations designated for storing inspection batches in the system.


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