CARRIER CARENET - QUICK REFERENCE GUIDE

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1(a) Contact Management-------->Customer Location------>Search by Customer Name / Address / Ph No.

1. CALL
1(b) If Customer Record Found------>Click on "Call Entry" Link---->Select Call Category & Service Status and Save
REGISTRATION

1(c) If Customr Record Not Found------->Click on "New Entry" & Create Customer Reocrd------->Return to process 1 ( a )

2(a) Search with Machine Sl.No. / Invoice No. in Equipment Register

2(b) Select the required machine by clicking on the Raiod Button and then Select link

2. EQUIPMENT 2(c) Select Customer Name from "Customer List". If customer name not found, Click on "New Entry" & create Customer record
COMMISSIONING
2(d) Select Customer Name from "Customer List". Update the "Installed on Date". Click on Calculate Warranty link & Save the Entry

2 (e) To find out the no. of equipments commissioned, type the date range in the "Equipment Entry Period" in the advanced
search portion of the Equipment List and search.

3(a) Open the "Complaint Register" and Select the Call by Call No / Customer Name

3(b) Click on the "Unattended" link to open the call on Edit Mode.

3. FSR
3(c) Click on "Service Call Report" to open the FSR Resiger. Click on "New Entry" to Open FSR Form
GENERATION

3(d) Select the Tech name, Attended Date and Time and Select the Equipment by "Select Equipment Serviced" Link

3(e) Save the FSR & note the FSR no on the Job Sheet

4(a) To generate a Warranty Claim, first generate the FSR

4(b) Open the "FSR Register" through "Field Service Management ----> Serivce Call Report Register"

4(c) Click on the "C" link to open the Warranty Claim Form"

4. WARRANTY 4(d) Type the First digit of the Machine Sl.No. in the "Equipment Sl.No." Field and select the machine
CLAIM
GENERATION 4(e) Select the Spare Part from the "Select Config Component" / "Select Other Component" list

4(f) Select the nature of Fault and Save the "Claim". Note the Wty Calim No. on the Job sheet and Inform Carier

4(g) After Approval from Carrier, Open the Wty Calim through "Calim Mngt--->Wty Claim".

4(h) Click on "Printable View" Link to see the "Spare Indent form". Print it and send along with Def Spare part to Carrier

5(a) Open the FSR register and select the FSR which has to be closed

5(b) Click on the "Equipment No. / Sl.No." to open the "Detail Entry Form"
5. CALL CLOSING
5(c) Select the Tech Name, Date and Time. Fill up the detailed Work Report and Select the Status as CLOSED

5(d) Save the Record

6(a) Open the PM call register by clicking on "Preventive Maintainance" ---->"Preventive Maintainance Calls

6(b) Put the date range for which you want to see the PM calls due & search by "All" category

6. PM CALLS 6(c) Export the calls into excel and attend the calls in the field

6(d) To close a PM call, click on the "Radio Button", update the visit details and "Save" the report

6(e) Search the PM calls in a particular date range by "Closed" category to see the closed calls.

7 (a) The best method to update the Visit details is by generating an FSR & selecting the call status as
"In Progress" in the "Details Entry Screen". But FSR cannot be generated if the Machine Sl.No. is not found.

7(b) In the above situation, the user can open the Complaint Update by clicking on the "Unattended" link
7.VISIT DETAIL
in the complaint register. The details of vist can be typed in the "Remarks" field. Try & put in as much
UPDATION
detail as possible as it is a free text field. Then "Save" the report.

7( c ) In future, whenever a customer gives a reminder, the user can open the complaint update and give the
visit details to the customer