SWO / Green Path Closure / Part Backlog

Front

If Labor is included, will you need to Schedule the service appointment as normal?

Back

Yes, you will need to schedule the service appointment as normal.

Front

Will you need to manually select the parts when multiple DTC flows are included?

Back

Yes, you will need to manually select the parts.

Front

How do I use Simple WO if I don’t use DTC or if being directed to use the Disconnected flow?

Back

Enabled Simple WO toggle under Work Order tab

Front

How long are DTC Boomi flow recommendations valid for?

Back

DTC Boomi flow recommendations are valid for 3 business days.

Front

3 Good Practices for Parts and Labor Dispatch: Service tag, Contact information, Service address

Back

Service tag, Contact information, Service address

Front

You can close any green path case at any time as long as these criteria are met: The customer temperature is set to "cool" in SFDC, There are no open tasks and no future commitments to the customer, There are no distresses triggers in CID.

Back

The customer temperature is set to "cool" in SFDC, There are no open tasks and no future commitments to the customer, There are no distresses triggers in CID.

Front

Making any kind of commitment to future engagement with the customer makes the case ineligible for closure until that commitment is fulfilled

Back

The case is ineligible for closure until the commitment is fulfilled.

Front

What to do when there is a part backlog?

Back

Inform the customer about the delay due to backlog.

Front

Based on the customer's preference, we can either close the case or keep it open for follow-up.

Back

True