DoliPlus Service Jobs Customer Support Tickets Module 3.10 DoliPlus Training

Training objectives

Understand the role of management software in an organisation’s operations.
Learn how to configure DoliPlus according to your specific needs.
Master the software’s core functions.

Prerequisites

No prior knowledge required

Target audience

All user profiles

Teaching method

Interactive approach focused on addressing participants’ specific challenges.
Theoretical concepts illustrated with real-world examples from participants’ experience.
Practical case studies to help trainees master the software’s operational methods.
Resources: Video presentations. Individual workstations provided.

Duration

14 hours

Course outline – DoliPlus Service Jobs – Customer Support Tickets

Recording a service job

• Linking to a quote, customer order or service contract
• Contact management
• Qualifying the job

Support tickets

• Internal or extranet tickets
• Understanding different configuration options
• Assigning tasks
• Creating associated actions

Customer asset management

• Setting up customer assets
• Configuring forms
• Management views
• Defining contract types

Scheduling a service job

• Checking job feasibility
• Scheduling spare parts inventory
• Managing supplier orders
• Understanding statuses and states (Job record, orders,…)
• Using job summary dashboards to monitor and control service jobs
• Generating documents and organising job record documentation
• Scheduling appointments

Document management

• Creating document templates with Excel
• Understanding substitution variables

Assessment

Quiz

Summary and Q&A

Final summary, questions and oral review session