How do I access E-Learning?
You should have received login details for your r2c account, allowing you to access the E-Learning portal as shown below. Be sure to check your junk/spam folders since this email is auto generated. Please note your r2c contract/account type may affect E-Learning access.
How do I run a report?
To run a report, start by clicking the report icon from the header bar in Portal. In here you will see the list of standard reports to choose from, simply select a report from the drop down list. and then apply any filters required before clicking ‘View Report’. Once the report has loaded, you will […]
How do I reallocate a Job?
To reallocate a jobsheet to a different repairer follow the steps below. Open the jobsheet Click the ‘View/Edit’ link next to the repairer’s name In the pop up box, clear the current repairer’s name and enter the new details. If this repairer is in you network you will see a list of matches to choose […]
How do I reschedule a Job?
To reschedule an individual job, you can change the Booked in Date field in Portal. To do this, follow the steps below. Open the jobsheet Click the ‘Edit Job’ button Next, the date and time can be amended by clicking the Calendar icon next to the Booked in Date/Time field/ Once a new Date and […]
How can I add additional work to a jobsheet?
To add more tasks to an existing jobsheet you can utilise one of the following options. In Portal Click the jobsheet from the list to open it up. Click ‘Add Workline’, choose a task category Next, select an additional item and save your changes. or
How do I upload a signature?
Any hand written signature can be uploaded to a users profile providing it fits within the size limits specified. Signatures are only relevant to technicians’ and foremen profiles. Follow the steps below to upload a signature image.
How can I access my own profile?
My Profile – is available to all users of the platform, this allows them to update contact details, notification preferences and amend/reset their login information. Please note users cannot give themselves additional role functionality unless they themselves are administrators.
What User Role should I use?
Users can have multiple roles, you will need a mixture of users who can access both the portal and any other apps you use such as Inspect or the Driver app. See R&M user roles ➜ See Operator user Roles ➜ See workshop user Roles ➜
How do I add Notes to a Jobsheet?
There are a few places that you can record notes on the jobsheet depending on the intended use.The Customer instructions tab is a link between the customer and the repairer. Whereas Workshop instructions is a link between the workshop Portal and r2c Inspect, if used. Workshop instructions are not visible to the customer. Finally. each […]
Why can’t I find the job my customer has sent?
If your customer is also interactive on r2c and has sent you a booking request message, this message will need to be actioned and accepted to generate a jobsheet. You can find more details on booking requests here. Alternatively, if they have already supplied an r2c job number you can use this to search on […]
