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Wheel Alignment Dashboard & Flows

Where to Find It​

Tabs​

TabPurpose
New JobsWheel alignment requested, not yet completed
Completed - Not InvoicedWheel alignment done, not yet invoiced
Completed - InvoicedWheel alignment done and invoiced

Tab Criteria​

1. New Jobs​

  • New_Job_Images_Additional_Repairs.Wheel_Alignment_Status == "Requested"
  • Wheel_Alignment_logs is not null

Report: Wheel Alignment Report

2. Completed - Not Invoiced​

  • New_Job_Images_Additional_Repairs.Wheel_Alignment_Status == "Completed"
  • Wheel_Alignment_logs is not null
  • Claims_Management_Form.Status != "Cancel"
  • Claims_Management_Form.Status != "Rejected"
  • Wheel_Alignment_Invoice.Invoice_Status is null

Report: Completed – Not Invoiced - Wheel Alignment Report

3. Completed - Invoiced​

  • New_Job_Images_Additional_Repairs.Wheel_Alignment_Status == "Completed"
  • Wheel_Alignment_logs is not null
  • Claims_Management_Form.Status != "Cancel"
  • Claims_Management_Form.Status != "Rejected"
  • Wheel_Alignment_Invoice.Invoice_Status == "Sent"
  • Wheel_Alignment_Invoice.Invoice_Status is not null

Report: Completed – Invoiced - Wheel Alignment Report

Custom Buttons​

1. Update — New Jobs tab​

Opens an Update dialog on the Wheel Alignment Report row, with a Wheel Alignment Details section:

FieldRequired
Mark Alignment Issue as fixed (checkbox)

Also shows a View Log Details link (to the underlying Wheel_Alignment_logs record) and a Submit button.

Wheel Alignment Report — Update dialog, Wheel Alignment Details section

2. Add Invoice — Completed – Not Invoiced tab​

Shown on the Completed – Not Invoiced - Wheel Alignment Report grid only when one or more records are selected (checkbox multi-select) — sits alongside Print and Export in the toolbar.

Completed – Not Invoiced - Wheel Alignment Report — Add Invoice button, shown when rows are selected

Wheel Alignment Selection Flow​

Stage 1 — New Job Images (Kratos / Cliq)​

When Wheel Alignment is selected on the New Job Images form, a mandatory sub-menu appears:

FieldRequired
Wheel Alignment Type (Pre-Repair / Post-Repair)✅
  • Pre-Repair selected → Wheel Alignment Location field becomes visible.
  • Post-Repair selected → no extra field, no change to the movement flow.
Wheel Alignment selected (New Job Images)
        │
        ▼
Sub-menu (mandatory): Pre-Repair / Post-Repair
        │
        ├── Pre-Repair ──► Wheel Alignment Location field shown
        │                          │
        │                          ▼
        │                   Submit → movement immediately before the Repair Shop
        │                   updated to: Current Location → Wheel Alignment Location
        │                          │
        │                          ▼
        │                   Drop off → message pushed to "Wheel Alignment" channel
        │
        └── Post-Repair ─► movement messages unchanged

Stage 2 — Photos to Assign Quoting​

A Pre-Repair Wheel Alignment field is added to the Photos to Assign for Quoting channel and Kratos.

FieldRequired
Pre-Repair Wheel Alignment (Yes / No)
  • Pre-selected to Yes automatically when Pre-Repair was selected on the New Job Images form (Stage 1). The user can also tick the box manually.
  • Selecting Yes (auto or manual) automatically creates the movement to the Wheel Alignment Location, and reveals the Pre Repair Inspection Location field (HQ locations).
Photos to Assign Quoting
        │
        ▼
Pre-Repair Wheel Alignment (Yes/No)
   — auto-Yes if Pre-Repair selected in Stage 1, or ticked manually
        │
        ├── Yes ──► movement to Wheel Alignment Location auto-created
        │           Pre Repair Inspection Location field shown (HQ locations)
        │                  │
        │                  ▼
        │           Submit → movement: Wheel Alignment Location → Pre Repair Inspection Location
        │                  │
        │                  ▼
        │           Drop off → message pushed to "Pre Repair" channel
        │                  │
        │                  ▼
        │           Pre Repair status marked Completed
        │                  │
        │                  ▼
        │           Movement: Pre Repair Inspection Location → Repair Shop
        │
        └── No ───► no Pre Repair Inspection movement

Movement Sequence Summary:

Current Location → Wheel Alignment Location → Pre Repair Inspection Location → Repair Shop

Quoter → Assessor Auto-Populate​

Quoter == "John Kako"
        │
        ▼
Assessor field auto-populated to "Better Assessments"

Wheel Alignment Process — Vehicle Pick-Up Flow​

Scenario 1 — Vehicle Goes Through a Wheel Alignment Location​

Applies when the vehicle's current location at pick-up is Wheel Alignment.

Vehicle Pick-Up Form opened
        │
        ▼
Current vehicle location == Wheel Alignment ?
        │
        ├── Yes ──► "Wheel Alignment Assessment Report" upload field shown
        │                  │
        │                  ▼
        │           Report uploaded
        │                  │
        │                  ▼
        │           Saved to Claims Management Form
        │           + stored in Claim Docs Folder
        │                  │
        │                  ▼
        │           Wheel Alignment Job History fields recorded:
        │             - Date Sent for Wheel Alignment  (date dropped at Wheel Alignment location)
        │             - Date Wheel Alignment Completed  (date picked up from Wheel Alignment location)
        │             - Company  (selected Wheel Alignment sub-location name)
        │                  │
        │                  ▼
        │           Logged to Wheel Alignment Logs Report
        │                  │
        │                  ▼
        │           Job History → Wheel Alignment section: visible
        │           (shown only while a matching Wheel Alignment Logs record exists)
        │
        └── No  ──► go to Scenario 2
info

The trigger is the vehicle's current location at pick-up time — this flow also runs when a vehicle is picked up from a Wheel Alignment location even if no drop-off to that location was ever recorded in the system.

Scenario 2 — Vehicle Picked Up Directly (No Wheel Alignment Flow)​

Applies when the vehicle is picked up directly, without ever being sent for Wheel Alignment.

Vehicle Pick-Up Form opened
        │
        ▼
Current vehicle location != Wheel Alignment
        │
        ▼
Date Sent for Wheel Alignment not captured
Wheel Alignment issue not requested
        │
        ▼
No Wheel Alignment Logs record created
        │
        ▼
Job History → Wheel Alignment section: not visible

Exception: the Wheel Alignment Assessment Report can still be uploaded from the backend and is stored in its usual document location — but that upload does not trigger Wheel Alignment Logs record creation or section visibility.

Wheel Alignment Assessment Report uploaded from backend
        │
        ▼
Stored in document location
        │
        ▼
No Wheel Alignment Logs record created
No change to Job History section visibility