Send failed inspections to your ERP as work requestsNew
Choose which service requests from failed prestart inspections go to your ERP as work requests, and see their numbers and progress in Vectis.
When a prestart inspection fails, Vectis raises a service request. On a connection that raises work requests, those service requests are also sent to your ERP so your workshop sees them without anyone re-keying.
The Work requests card only appears on connections that raise work requests. You need the Manage ERP connections permission to change it.
Choose what is sent
Open the connection
Go to Settings → Integrations → ERP connections, open the connection and stay on the Overview tab.
Pick the severities
Under Severities that go out, switch on the severities to send: Critical, High, Medium, Low or Informational. High and Critical are on by default.
Decide whether to read status back
Switch on Read work request status back, and close the service request when the ERP closes it if you want progress to come back to Vectis.
Check the status map
The ERP status → Vectis status table says which Vectis status (Open, In progress, Completed, Closed or Cancelled) each of your ERP's statuses means. The defaults for your ERP are shown beneath it. Change a row if your ERP uses its own wording.
Select Save
Statuses only move forward. A work request that has moved on in your ERP does not go back to an earlier status in Vectis.
Where you see the work request
The ERP's work request number appears on the inspection detail and outcome on the web, and in the vehicle's inspection history. Drivers see it on their inspection result in the mobile app: “Work request WR-… in <connection>”, or “Being raised as a work request in …” until the ERP has given a number.
When your ERP closes the work request, the service request closes in Vectis with a note saying so.
Delivery history
On the Delivery history tab each item is labelled Work request, Usage, Odometer or Engine hours. A vehicle that is not linked to an asset in the ERP shows as rejected with a message that it isn't mapped to an asset. Map it on the Asset mapping tab (Map vehicles to ERP asset numbers), then select Resend.