It would also be nice when pulling a report for recalls to have the recall job Business Unit .
A work around we use to better track tech mistake, warranty or customer error is by assigning each of these to a task. On a recall job, the tech has to add a Recall-H (homeowner) Recall-W (warranty) Recall-T (technician). Each of these tasks have alerts. The homeowner task goes to the ops manager for review. Warranty and Tech go to the field managers. The thought is: the ops manager wants to know is it actually the homeowner? Keeps everyone honest. Also, if it is a homeowner issue, is there consistency in an issue (i.e. thermostat setting)? This provides insight for us to provide better explanation or training to homeowners on a specific subject, in hopes of reducing unnecessary callbacks. The warranty task allows the reclass. The tech task again provides feedback and insight for areas of improvement.
To help with the issue of quick visibility into the recall BU. We have job types Recall-I (install) Recall-P(plumbing) Recall-S(service) These are also alerted to the appropriate managers. It's a win on reporting and gives managers a heads up.
