Tracking Service History

This chapter describes how to use Siebel Automotive’s Service History screen to view information about the types of services and repairs done on a specific vehicle. It consists of the following topics:

Scenario for Tracking Automotive Service History Scenario

Customers, manufacturers, and dealers can keep track of all services and repairs performed on vehicles.

This topic provides scenarios for service history. The order in which the procedures are performed may vary based on the business practices of the end user’s company.

Usually, dealers report service history for vehicles that are under warranty, using the same manufacturer-provided interface that they use to report sales. The manufacturer can import this data into Siebel Automotive using EIM.

The service history is automatically visible to the servicing dealer. If the value in the Servicing Dealer field is the organization of the employee who is logged in, then that employee is able to view the service history.

A customer buys a vehicle from a dealer and sets up a maintenance plan with the dealership. After 1,500 miles, the customer schedules an oil change with the dealership’s service department.

After the oil change, the dealership logs the service, and the information is shared with the manufacturer. The dealer is aware of all services performed on the vehicle, and the next time the customer comes to the dealer Web site to track his service and repair history, the manufacturer is able to market other products to him.

Process of Tracking Service History

Car dealerships (dealers) use the Service History screen to create a new service history record after a vehicle has been serviced. They can also use the Service History screen to view a list of all services performed on a vehicle.

To track service history, end users perform the following tasks:

Creating a New Service History Record

Use this procedure to add a new service history record.

This task is a step in Process of Tracking Service History.

To create a service history record

Navigate to the Service History screen.
In the Service History list, create a new record.
Complete the fields as necessary.

Managing Services Performed

Use this procedure to view, edit, create, and delete services performed.

This task is a step in Process of Tracking Service History.

To view, edit, create, and delete services performed

Navigate to the Service History screen.
Drill down on the SR # field link for a selected service request record.
Click the Services Performed view tab.
In the Services Performed list, add, edit, or delete records.

Note: In the Category field, the options are Preventive Maintenance, Repair, or Other. The choices in the Service Type drop-down list are determined by the option selected in the Category field.

Managing Manufacturer and Customer Pay

Use this procedure to show manufacturer and customer pay records.

This task is a step in Process of Tracking Service History.

To manage manufacturer and customer pay

Navigate to the Service History screen.
Drill down on the SR # field link for a selected service request record.

Click the Labor Operation Codes view tab.

In	You can
The Manufacturing Pay list	Add, edit, or delete records.
The Customer Pay list	Add, edit, or delete records.

Working with Service History

Use this procedures to view, edit, create, and delete service history for a vehicle or for a contact.

This task is a step in Process of Tracking Service History.

To view, edit, create, and delete the service history for a particular vehicle

Navigate to the Vehicles screen.
Drill down on the VIN field link for a selected vehicle record.
Click the Service History view tab.
In the Service History list, add, edit, or delete records.

To view, edit, create, and delete the service history for a particular contact

Navigate to the Contacts screen, then the Contacts List view.
Drill down on the Contact field link for a selected contact record.
Click the Service History view tab.
In the Service History list, add, edit, or delete records.

15Tracking Service History