CompleteShop Quiz Module 9: Additional Setup in CompleteShop
Multiple-choice exercise
Choose the correct answer for each question.
In order to compensate a technician on the labor units in each repair order worked on, what must be set-up prior to flagging any units for pay?
Open the Accounting Menu on the CompleteShop Main Screen; point to Payroll; click on Employees; click Insert; add technician into payroll; click on the Payroll Tab; add their flat-rate dollars per unit earned for each category of labor.
Open the Setup pull-down menu on the CompleteShop Main Screen; point to Payroll; click on Employees; click Insert; add technician into payroll; click on the Payroll Tab; add their flat-rate dollars per unit earned for each category of labor.
Both A and B
Neither A nor B
What is the process for creating a "Team" within the body or paint department with one technician and two helpers all paid a percentage of the same units processed?
Go to Setup drop-menu; point to Payroll; click on Teams; enter desired team information and percentages to equal 100%.
Go to File drop-menu on CompleteShop Main screen; point to Payroll; point to Commission; point to Teams; enter desired team information and percentages to equal 100%.
Both A and B
Neither A nor B
Manager A says that the shop only needs one Damage Profile setup in CompleteShop in order to start importing estimates into repair orders. Manager B says that selecting the correct Damage Profile when importing an estimate will prompt the system to forecast a more accurate delivery date and blueprint of the repair process. Who is right?
Manager A
Manager B
Both A and B
Neither A nor B
Where are the Default Profiles and Callback settings made in CompleteShop?
Go to the File Pull-Down Menu on the CompleteShop Main Screen, and click on System Defaults; select Profiles and Callbacks respectively to set desired defaults.
Go to Setup Pull-Down menu on CompleteShop Main Screen; click on Installation Options; select Page Tab 4, set desired defaults for Profiles and Callbacks.
Both A and B
Neither A nor B
Which answer below best describes the difference between selecting Total Units versus Non-Flagged Units as the display option for the Schedule Grid in Setup?
With Total Units displayed: All labor units included in all RO's will be displayed, regardless of whether they have already been flagged, completed, or paid. Non-Flagged Units displayed: Displays only those units not yet flagged - showing available work to be done.
Total Units displayed: Shows all units that have not been paid yet. Non-Flagged units displayed: Shows only those units that have not been paid yet - shows work assigned but not paid yet.
Both A and B
Neither A nor B
Manager of Shop A selects the Forecast Starting Date based on the Date In - meaning the date the vehicle arrives on premesis. Manager of Shop B selects the Forecast Starting Date based on the Date In-Shop - meaning the date the work begins. Who is right?
Manager of Shop A
Manager of Shop B
Both A and B
Neither A nor B
If you find that the Forecast Delivery date continually is being calculated by the system too many days past when the vehicle is actually ready to go, how would you change the Forecasting Units per-day, per category of labor in Forecasting Setup?
Decrease the number of labor units per category per day processed in Setup.
Increase the number of labor units per category per day processed in Setup.
Keep the units per day the same, but increase the number of dollars per day processed to make the adjustment in Setup.
None of the above.
What does it mean to have Auto Notes turned on in Setup?
Each time a specific procedure is completed, a note reflecting the action is automatically entered in the Notes of the Repair Order.
Each process of the fifteen (15) production tasks will be logged in the Notes section of each RO as they marked through production updates.
Both A and B
Neither A nor B
Customer Service Representative at Shop A (CSR) has the default display for the Customer Service Grid set to show only Regular Callbacks when opened. CSR at Shop B has the default display for the Customer Service Grid set to show Regular Callbacks and Date Due Changed when opened. Who is right?
CSR at Shop A
CSR at Shop B
Both A and B
Neither A nor B
Manager A constantly complains about important customer information not being tracked on each repair order - such as Source of business and Writer. Manager B goes to Setup in CompleteShop and sets all RO required fields as desired so that those gathering customer information must fill in the required information before leaving the Repair Order. Who is right?