Choose the correct answer for each question.

1. What type of reports would an Estimator use from CompleteShop to help them do their job better? and What would be the purpose?

   1.   ?    Date Due Report - Management report showing list of cars by writer, in order of Original Promise Date - with dollar totals for each.
   2.   ?    Schedule Grid - By Writer, by Task-All, with dollar totals for each RO. Can see all vehicles under their responsibility, grouped by Task puts them physically in the same area or department for inspection and status update.
   3.   ?    Both A and B
   4.   ?    Neither A nor B

2. What type of reports would a Production Manager use from CompleteShop to help them do their job better? and What would they be used for?

   1.   ?    
      Labor Worksheets from within each RO with a Parts List attached. Give to each technician when assigning labor on each RO.
   2.   ?    
      Schedule Grid - Legal sized with Bar Codes and All 15 Tasks, with total dollars displayed - without notes. Used for twice-daily walk-around and status update using Stationary Wand (bar coder).
   3.   ?    
      Schedule by Employee - Such as Estimator, Technician, Painter, Buffer etc. This gives each person a "To-Do" list sorted by Task Description, and cars with near Date Due's at top of each Task List. Keep everyone on Task daily.
   4.   ?    All of the above

3. What types of reports would a Parts Manager use from CompleteShop to help them do their job better? and How would they help his team?

   1.   ?    
      Parts On-Order - Use during moring and afternoon planning meetings to answer questions of other team members, stay on top of critical parts issues; and Orders Due - Use in same planning meetings, give status to others. Followup with vendors.
   2.   ?    
      Parts Received, and Parts Backordered: Keep team aware of what is available to start work or to complete reassembly for final delivery. Know what parts are still due, even after vehicles are delivered.
   3.   ?    Both A and B
   4.   ?    Neither A nor B

4. What types of reports would a Painter generate to help his team stay on track with their daily tasks? and How would they help keep their team on track?

   1.   ?    
      Schedule by Task - Such as Buff List, Prep List, Paint List etc. This gives each person a "To-Do" list sorted by Task Description, and cars with near Date Due's at top of each Task List. Keep the team on Task daily.
   2.   ?    
      Sales report showing total revenue generated by the Paint Department team. Used to motivate the paint team to even better performance.
   3.   ?    Both A and B
   4.   ?    Neither A nor B

5. What types of reports would a Shop Manager generally use from CompleteShop to help them do their job better? and What would they do to help?

   1. 
      Sales Report - Can be sorted by writer, source of business, insurance company etc. Assure business is on target to meet sales objectives.
   2. 
      Work In Progress - WIP indicates the amount of work carrying over into the next accounting period. Future sales.
   3. 
      Accounts Receivable - Assure that the company's Cash-Flow is positive. Should keep no more than 10% of sales in Receivables at 30-days.
   4. 
      Profit Journal - This is the gauge from which to measure the efficiency of the estimates being written and the labor being performed. Margins should be fairly consistent from month to month. Major deviations should be checked ASAP.
   Check

6. What are the two different Sets of reports available in CompleteShop?

   1.   ?    Individual Reports - generated from within the Repair Order and Detail Reports - covering all of CompleteShop.
   2.   ?    Management Reports - Dealing with day-to-day operations for writers, production, and parts; and Accounting Reports - Covering all financial information in CompleteShop - controlled by date range and fill boxes as required.
   3.   ?    Both A and B
   4.   ?    Neither A nor B

7. What are the two Main Sections of Detail Reports covering all RO's in CompleteShop? How do they differ?

   1.   ?    Repair Orders and Parts. RO reports are used for each individual vehicle being repaired; Parts reports are used to order, track and receive parts only.
   2.   ?    Management and Accounting. Management reports cover day-to-day operations of the shop for production staff and writers alike. Accounting reports deal only with the financial aspects of the business.
   3.   ?    Both A and B
   4.   ?    Neither A nor B

8. What reports would a Customer Service Representative (CSR) use from CompleteShop to help them do their job better? and What are they used for?

   1.   ?    Schedule by Employee - Such as Estimator, Technician, Painter, Buffer etc. This gives each person a "To-Do" list sorted by Task Description, and cars with near Date Due's at top of each Task List. Keeps production team on Task daily.
   2.   ?    From within the RO: Authorization RO - to secure authorization to do the recommended repairs; Detail Invoice - to detail all work performed on the customer vehicle and track payments. Detail Reports: Daily Call Log - used to contact customers by appointment.
   3.   ?    Both A and B
   4.   ?    Neither A nor B

9. How do the Eight Dates in the RO effect reports in CompleteShop? (In-Shop; Date Created; Date In; Date OP; Date Due; Date Cmplt; Date Out; Date Delivered)

   1.   ?    Cycle-Time reports are based on the "In-Shop" Date as a starting point and the "Completion Date" as the stopping point. Incorrect dates skew (or distort) the reports.
   2.   ?    Vehicles that have been delivered yet have not been "Dated-Out" are still showing in daily Schedule Reports and in Work in Progress (WIP). The delivered, but not Dated-Out vehicles do not show up in Sales Reports, likewise any money owed does not show up in Accounting Reports.
   3.   ?    Dates are everything when it comes to Reports in CompleteShop. Without the correct dates in the RO, the reports become meaningless. In-Shop; Date Created; Date In; Date OP; Date Due; Date Cmplt; Date Out; Date Delivered.
   4.   ?    All of the above.

10. If you forget how to generate a particular report, where can you go to get some help?

    1.   ?    Daily Use Guide from Rome
    2.   ?    User Guide from Rome
    3.   ?    Training Videos from Rome
    4.   ?    All of the above