4.3.4 Customer quick info and printouts
After choosing a customer from the customer list on the front page, you can view his basic information on the Info tab. In the quick info, you can find the customer's name, the times of the episodes, attention codes, the reason for the termination/location, information about the permission to record, making the sovar, and the last time the information was updated. The workshops also show the coaches, the procedure and the number of operating methods, while the detectives show the arrival and the number of procedures.
Attention codes are always opened verbally in the Info magazine and the individual letters appear on the front page in the NOTE column. The purpose of the codes is to help find information that may need to be supplemented and to tell about the customer's joint stages, such as the end of the customership, as well as possible discrepancies in the records. Attention codes include:
- Q: Information was not updated for more than 6 months
- T: No status information
- O: There is a lack of information about the situations
- A: The episode has ended, but the status is active
- Z: The episode is ending
- S: One or more episodes have ended without placing information
- D: Episode(s) missing information
- E: The status is not set to reached, even though actions have been recorded for the customer. The customer is counted as reached in the statistics.
Printouts
Customer-specific printouts can be created from the Printouts tab on the front page. All customer information can be found in a separate Excel workbook. In addition, on the workshop side, a TT3 absence report can be produced for Kela on a customer-specific basis.
The TT3 printout can also be taken for several people at once via the reports button.