SRO Masters
Which form should you use to create SRO for a once-and-done service?
Quick SRO Create
What must you review before posting Planned Material?
What was actually consumed by the technician, quantity, UOM and price.
What is the FIRST thing you must do before creating a unit?
Check if it already exists to prevent duplication
What should you review daily to ensure SROs stay on track?
Calendar Scheduling.
Where must ALL ISM documents be obtained from?
Document Management
When a customer has a maintenance schedule and the work is routine services - Should you use Quick SRO Create?
No — generate the SRO using the Contract SRO Generation Utility
If you needed to update work/misc/parts on a transaction line. Can you just override the information?
No — delete and add a new line so a BOD is sent to CSD
Can the Unit and Item fields be changed after saving?
No
What does a yellow appointment mean?
Tentative
What does 12G stand for?
12G - Onsite Job Training NC
What is the biggest risk of clicking “New” in SRO Lines instead of “Copy Lines”?
It creates operations with the incorrect PCAT code.
What happens after you click “Post All” on Planned transactions?
They move from Planned to Actual (billing entries).
What fields are mandatory when creating a unit. List all.
Unit Name
Item
Unit Type
Customer/Ship To
Unit Status Code
Service Partner
Are technicians automatically notified when scheduled?
No — you must manually send the email
What does 51-MISC-SC stand and used for?
After scheduling an SRO, what TWO fields must you update?
Start Date and Working Status (set to WIP)
Why must Customer PO accuracy be confirmed before invoicing?
Because it cannot be changed once invoiced.
If a unit is no longer active, what TWO actions are required?
Change status to INACTIVE
Add a system note explaining why
Why should you double-check time when scheduling across regions?
Time zone is set based on the scheduler’s location
What is one habit that separates strong ISM users from struggling ones?
Attention to detail / reviewing work.
You scheduled directly from the Schedule tab inside the SRO. What went wrong?
It only shows that SRO — not the full technician calendar. You won't see the full technician's availability.
Before submitting an SRO for billing, name THREE required checks.
Is below the correct naming convention? 27333_02_FX_FLEET_ANNUAL
27333_02_FE_FLEET
How do you schedule more than one technician for an SRO. Provide us the steps.
1. Schedule lead technician
2. Right-click and open appointment
3. Click on Team Appointments tab
4. Add partner code
When ISM is used properly, what major problem should branches experience LESS of?
Billing delays and rework.