Regional
E.I.
S.O.
Tasks
System
100

How many hours does a customer need to thaw product before an install?

What is 72 hours?

100

What box should be checked when we process a GFS order?

What is SSD?

100

What is the process when a customer wants to cancel a service ticket?

What is reach out to the FSE and advise them not to run the service ticket. Once confirmed, proceed with cancelling the service ticket.  

100

How often are filters typically changed and how do we check this?

What is once a year and through the site?

100

What is the term used when we need to move equipment from JMS warehouse to SNI warehouse?

What is Inventory Transfer?

200

When there's multiple technicians needed for an install, what type of STL do we create for the tech assist?

What is Equipment Modification?

200

How many machines qualify for the bulk install process?

What is 6 Liquid?

200

We get a 5160 and the technician reports that there's an infestation, what should the next step be?

What is notify sales that we need proof of extermination in order to proceed?

200

How many machines qualify for the bulk removal process?

What is 8 machines?

200

Where do we check to see if a Quantum has a revised boiler?

What is machines note on the product serial?

300

When a technician informs us that a customer is not ready after specs, scheduling and receiving. What are our next steps?

What is reach out to sales for assistance?

300

What machines require a softener when 4 or more are ordered?

What is ECTs?

300

What is the difference between the Airpot Base Extension Kit and the Cleaning Leg Extension Kit?

What is ...

Airpot Base Ext Kit - modifies the height so the airpot can fit under the dispenser. 

Cleaning Leg Ext Kit - modifies the height from the counter so it can be cleaned underneath the machine.

300

How often should you be checking the tasks throughout the day?

What is multiple - every two hours at a minimum?

300

What needs to be deleted when an Asset Reference was on a removal service ticket but wasn't actually removed?

What is Transfer Order and RMA?

400

The Project ID we enter on the Sales Order when there's backordered items

What is 42?

400

When we get an order that contains a plumbed machine and a pour over, how should we proceed?

What is notify sales that the pour over will be shipped directly?

400

When an FSE emails that they serviced a machine that is showing decommissioned at another site. What should we not do?

What is mark it installed and change the account/site?

400

If we receive a task and the customer is requesting a cleaning kit and an airpot base kit on the same machine. Can this be provided?

No, cannot have Airpot Kit and Leg Extension Kit on 1 machine.

500

Target cycle time from Sales Quote Date to Install Date

What is 17 days?

500

What is the substitute for USE TLXA2501S113-A: TLXA2501S113: 2.5L SS AIRPOT - FOLGERS w FLAVOR LABELS?

What is TLXA2501S113-A?

500

List the steps needed to take when reassigning a service ticket.

What is... 

1. Reassign the Field Service Engineer on the Service Ticket

2. Click on “Apply Field Service Engineer to Lines.”

3. Recheck the “Notify FSE” box, which will notify the new FSE that the ticket has been assigned to them, and also check the “Notify Old FSE” box, which will inform the previous FSE that the ticket has been reassigned.

500

Who should we notify for a Boil Order?

What is FSM, Sales, and Escalations?

500

What do we look at when we need to see if a machine is available at the warehouse?

What is Product Inventory Quantity Details (PIQD)?