CASE CREATION
SPECIFIC FAMILIES
NEXT STEPS
POTENT POTABLES
NO TECH NEEDED
100

WHEN OPENING A CLAIM, YOU MUST CHANG THIS TO ASSURE THE TECHS CALL DURING APPROPRIATE BUSINESS HOURS

TIME ZONE

100

WHEN SELLING A RE5R05A TRANS, WHAT TWO THINGS DO WE MENTION TO THE CUSTOMER

NEEDS RUBBER COOLER LINES REPLACED AND A RADIATOR WILL BE SHIPPED SEPERATLY

100

WHEN ATTACHING AN RO INTO A SNOOZED CASE WHERE THE DEFECT IS BACK, YOU SHOULD DO THIS

WAKE TO PAYMENT PENDING AND CLICK THE RO BOX SO IT GOES TO READY TO PAY

100

WHEN SELLING A VENDOR UNIT THIS NEEDS TO BE DONE AFTER IT SHIPS OR NO CLAIM CAN BE STARTED

CLOSE THE ORDER IN PARADOX

100

WHEN STARTING A CLAIM WITH H&A, WHAT DO YOU NEED TO DO INSTEAD OF SENDING TO DIAG NEEDED

SEND AN EMAIL OVER TO H&A FOR THEM TO HAVE A TECH CALL ON THIS CLAIM

200

THESE TWO FIELDS SHOULD BE FILLED OUT IN PARADOX BEFORE SENDING TO A TCH

MILES AND SF CASE NUMBER


200

FOR CLAIMS ON THIS FAMILY OF TRANS WITHIN THE FIRST YEAR WE NEED TO DIRECT THE CUSTOMER TO A DEALER, WHO WE OUTSOURCE THE UNITS FROM

NISSAN CVT

200

WHEN WAITING ON MORE INFORMATION ON A CLAIM YOU SHOULD DO THIS

SNOOZE IT TO TRIAGE

200

IF THE ONLY COMPLAINT IN CONTAMINATED FLUID OR METAL FLAKES YOU SHOULD ASK FOR THIS

PICTURES

200

WHEN A UNIT IS DAMAGED IN SHIPPING AND PICS HAVE BEEN SENT YOU SHOULD DO THIS

SETUP A TASK IN THE TECH KNOWLEDGE CHAT TO HAVE A TECH SEND STRAIGHT TO DIAG COMPLETE

300

A CASE SHOULD ONLY BE SENT TO DIAG NEEDED ONCE THE VEHICLE IS WITH THIS PERSON

THE SHOP OR SHOP WILLING TO DO THE WARRANTY WORK

300

A 6L80 IN AN EXAMPLE OF A FAMILY THAT NEEDS THIS, SO WHEN SELLING THE UNIT YOU MUST MAKE SURE TO NOTIFY THE CUSTOMER SO THEY CAN PERFORM THIS BEFORE THE VEHICLE IS DRIVEN

REFLASH

300

WHEN PUTTING A NOT IN A SOLVED CASE THAT NEEDS TO BE VIEWED BY SOMEONE YOU MUST DO THIS

RE-OPEN THE CASE

300

IF A CUSTOMER HAS TO OUTSOURCE THIS SERVICE AND PAY TO HAVE IT DONE, WE CAN REIMBURSE WITH A RECEIPT

REFLASH/REPROGRAMMING

300

WHEN A WRONG UNIT IS DETERMINED TO BE THE WRONG SERIAL NUMBER THIS SHOULD BE YOUR FIRST STEP

DETERMINE IF THE CORRECT SERIAL NUMBER WAS SENT SOMEWHERE ELSE

400

THIS QUESTION CAN BE ASKED IN THE TO DETERMINE IF THE CUSTOMER QULIFIES FOR LABOR

WHO INSTALLED THE ORIGINAL UNIT

400

SOME DODGE FAMILIES SUCH AS 48RE COME WITH THIS WHAICH A CUSTOMER MAY MISTAKE AS BEING INCORRECT AS ITS A UNIVERSAL FIT

HAYDEN COOLER

400

WHEN PUTTING A NOTE IN A CASE IN A TECHS NAME THIS BEST PRACTICE WILL ENSURE THEY DON'T MISS IT

MESSAGE THE TECH

400

WHAT SHOULD YOU DO IF A STREETSMART VO CALLS IN TO START A CLAIM

ASK IF VEHCILE IS IN A SHOP

400

IF A CUSTOMER WERE TO CALL IN COMPLAINING ABOUT THEIR 545RFE APPERED TO BE THE WRONG TRANS AS THERE IS NO TAIL HOUSING YOU CAN TELL THEM THIS

THIS UNIT DOES NOT COME WITH A TAIL HOUSING

500

WHEN STARING A CASE WHERE THE LOCATION IS DIFFERENT THAT THE ORIGINAL SHOP, IN ADDITION FROM MAKING A NOTE YOU SHOULD DO THIS

CHANGE THE LOCATION IN PARADOX

500

THIS FAMILY HAS MEMBERS NAMED SAM AND LAWERENCE

LOSHAK

500

WHEN CREATING A BOL FOR A DEFECT, WHAT PLACES SHOULD SHOW THE BOL NUMBER

SF CORE SHEET, SF CASE NUMBER, PARADOX CSI CLAIM

500

HWAT 4 THINGS DO WE ASK ON EVERY CLAIM

CODES, FLUID, MILES, PROBLEM WITH TRANS

500

IF A CUSTOMER CALLS IN A CASE THAT ALREADY HAS MADE IT PAST DIAG COMPLETE ASKING FOR A TECH BY NAMEYOU SHOULD DO THIS

ASJ WHAT THEY ARE CALLING ABOUT (THEY MAY BE CALLING TO SEE HOW THEY GET PAID, GET DEFECT PICKED UP, ETC.)

M
e
n
u