Maintenance Group
Adding a Maintenance Group
To add a Maintenance Group:
Got to options on the left hand side
Click Add Maintenance Group
Enter a Group Name and click save
Adding Opcodes to Maintenance Groups
Search the opcode by opcode or opcode description
Select the opcode you wish to add (To select a consecutive group of opcodes click a row, click and hold the SHIFT key and click the last row. To select multiple rows hold your CTRL key while selecting.)
Click the blue arrow to move all the opcodes over.
Don't forget to save before moving on to the next maintenance group.
Exclude from look back calculation - currently DealerMine takes into account all Maintenance Groups when deciding if a service visit is considered a regular scheduled interval, and will use that visit as the basis for estimating the next visit. The "Exclude from look back calculation" check box in the Maintenance Group setup screen will give the user control over which maintenance groups are not to be considered as a regular scheduled maintenance visit, to ignore that visit and look back further in Service History until finding a visit that is considered to be a regular scheduled visit. This will help with customers being recommended too early on the Call Select screen, and give dealerships more control over which maintenance items regulate the maintenance intervals.
Clicking the star beside an opcode will make that opcode the default opcode.
Removing OpCodes
To remove an opcode from a maintenance group:
Select the opcode you want to remove
Click remove selected
Save