fsi service process v1.0.0

8/20/2019 FSI Service Process V1.0.0

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User GuideVersion: 1.0.0

July 2013



Icons

Icon Meaning

Caution

Example

Note

Recommendation

Syntax

Typographic Conventions

Type Style Description

Example text Words or characters that appear on the screen. These include fieldnames, screen titles, pushbuttons as well as menu names, pathsand options.

Cross-references to other documentation.

Example text Emphasized words or phrases in body text, titles of graphics and

tables.EXAMPLE TEXT Names of elements in the system. These include report names,

program names, transaction codes, table names, and individualkey words of a programming language, when surrounded by bodytext, for example, SELECT and INCLUDE.

Example text Screen output. This includes file and directory names and theirpaths, messages, source code, names of variables andparameters as well as names of installation, upgrade anddatabase tools.

EXAMPLE TEXT Keys on the keyboard, for example, function keys (such as F2) or

the ENTER key.

Example text Exact user entry. These are words or characters that you enter inthe system exactly as they appear in the documentation.

<Example text> Variable user entry. Pointed brackets indicate that you replacethese words and characters with appropriate entries.



FSI Service Process User Manual

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Table of Contents

Field Service Inspection Process ................................................................................................................ 4

Introduction ............................................................................................................................................... 4

How to Create FSI Service Call ................................................................................................................... 4

Step1: Create FSI Service Call ............................................................................................................. 4

Step2: Create FSI Service Call ............................................................................................................. 5

Step3: Update Status .......................................................................................................................... 6




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Field Service Inspection Process

Introduction

JCB from time to time will release FSI covering few machines serial numbers. Dealer need to

perform the required service or repair and claim from JCB. Each FSI will have a unique

number assigned in the system which will be entered at the call / claim creation.

How to Create FSI Service Call

Step1: Create FSI Service Call

SELECT Service Service Call from main menu and SELECT Call Type and Call Sub Type as FSI .Refer below screen shot.

For any FSI call, FSI number released by JCB is mandatory.




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Step2: Create FSI Service Call

Input valid FSI Number for the selected machine. FSI number is available on FSI Bulletin on EP

portal.

In case FSI number entered in above field is not valid on the machine selected, CRM call

No. will not be generated. Please contact help desk for the reason and move forward.

If the same FSI has been done before on the Machine selected, system will show message

“FSI no. already used”.




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On successful validation from CRM, call will be updated with valid CRM call No & Contract Info = ‘F’

(FSI).

Step3: Update Status

UPDATE Call Status from Open to Assign

Like JCB Care and Heavy Line Services Process, without CRM Call No, user can’t update the CallStatus to Assign.

Please Note:

Rest process for service call will be same as warranty.

If dealer has created wrong call of FSI, coordinate to DBMS help desk to change Call type andSub type.

fsi service process v1.0.0

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