If you have been following the Release Notes on ServproNET, you realize there is some new functionality available in WorkCenter Office. There is a job lock icon in the FNOL. Currently and probably only for the rest of this week, if a production technician has the job checked out, NO, and I mean absolutely no changes can be made to the FNOL until the job is checked back in. This has caused a bit of buzz among the franchises. I have it on good authority that the lock on the FNOL will be removed “soon”. Hopefully, that means this week. Meanwhile, you can still put in Job Diary notes, add photos, bring the invoice in, or add a signed form.
Even though the lock on the FNOL will be removed soon, the icons will remain. What I have noticed is there will be a red lock icon on your screen (you can’t miss it), even if the job is checked back in by the field tech. If the lock icon in the upper right corner is gold, you are able to edit any screen in the job. If there is a key, you cannot edit.
If you want to know more about this, the release notes discussing this feature are dated May 31, 2017.
Onwards and Upwards!