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Standard Repair Actions

Standard Repair Actions allow managers to define predefined repair templates that combine items and solutions, creating comprehensive repair procedures that technicians can quickly apply. This feature improves consistency, reduces data entry time, and ensures standardized repair practices across your organization.

Overview

With Standard Repair Actions, you can:

  • Create comprehensive repair templates with predefined items and solutions
  • Define which items are required for specific repair scenarios
  • Specify applicable repair solutions for different repair types
  • Mark items and solutions as unique to control their usage
  • Provide technicians with ready-to-use repair procedures
  • Ensure consistent repair practices across your organization
  • Reduce time spent on repetitive data entry during repairs

Understanding Standard Repair Actions

Standard Repair Actions consist of three main components:

Master Action

  • Code: Unique identifier for the repair action
  • Description: Clear description of the repair procedure
  • Item Count: Number of items associated with this action (calculated automatically)
  • Solution Count: Number of solutions associated with this action (calculated automatically)

Associated Items

Each Standard Repair Action can include multiple items with the following properties: - Item No.: The specific item required for the repair - Item Description: Description of the item (populated automatically) - Unique: Indicates if this item should be used only once in the repair

Associated Solutions

Each Standard Repair Action can include multiple repair solutions with the following properties: - Solution Code: The applicable repair solution - Solution Description: Description of the solution (populated automatically) - Unique: Indicates if this solution should be used only once for the repair order

Key Benefits

  • Efficiency: Pre-configured repair templates reduce setup time
  • Consistency: Standardized procedures ensure uniform repair quality
  • Training Support: Clear templates help new technicians learn procedures
  • Quality Control: Predefined combinations reduce errors
  • Inventory Planning: Clear visibility of required items for repairs
  • Documentation: Comprehensive repair procedures for compliance

Setting Up Standard Repair Actions

Prerequisites

  • You must have Manager permissions to create and modify Standard Repair Actions
  • The Quick Repair extension must be installed and configured
  • Required items and repair solutions must exist in the system

Creating a New Standard Repair Action

  1. In Business Central, use the search function to find and open Standard Repair Actions.

  2. On the Standard Repair Actions page, select New to create a new record.

  3. Fill in the required fields:

  4. Code: Enter a unique identifier for the standard repair action (up to 20 characters)

    !!! tip "Naming Convention" Use descriptive codes like "LCD-REPLACE", "PWR-REPAIR", or "DIAG-FULL" for easy identification.

  5. Description: Provide a clear description of the repair procedure (up to 100 characters)

Configuring Items for the Action

  1. Open the Standard Repair Action Card for the action you created.

  2. In the Items section, you can add the items required for this repair action:

  3. Select New Line to add an item

  4. Choose the Item No. from the lookup
  5. The Item Description will populate automatically
  6. Check Unique if this item should only be used once in the repair

!!! note "Unique Items" When an item is marked as unique, it indicates that only one unit of this item should be used per repair, regardless of how many times the standard action is applied.

  1. Repeat for all items required for this repair action.

Configuring Solutions for the Action

  1. In the Solutions section of the Standard Repair Action Card, you can add applicable repair solutions:

  2. Select New Line to add a solution

  3. Choose the Solution Code from the lookup
  4. The Solution Description will populate automatically
  5. Check Unique if this solution should only be applied once per repair order

!!! note "Unique Solutions" When a solution is marked as unique, it indicates that this solution should only be applied once per repair order, even if the standard action is used multiple times.

Managing Standard Repair Actions

Viewing Action Summary

The Standard Repair Actions list page provides an overview of all configured actions:

  • Code: The unique identifier
  • Description: The repair procedure description
  • Item Count: Number of associated items
  • Solution Count: Number of associated solutions

Editing Existing Actions

  1. From the Standard Repair Actions list, select the action you want to modify.

  2. Choose Edit to open the Standard Repair Action Card.

  3. Make your changes to the general information, items, or solutions.

  4. Close the card to return to the list.

Deleting Standard Repair Actions

Deletion Impact

When you delete a Standard Repair Action, all associated item and solution records are also deleted automatically.

  1. From the Standard Repair Actions list, select the action you want to delete.

  2. Choose Delete and confirm the deletion.

  3. The system will automatically remove all associated items and solutions.

Best Practices

Action Design

  • Clear Naming: Use descriptive codes and descriptions that clearly indicate the repair procedure
  • Logical Grouping: Group related items and solutions together in meaningful actions
  • Documentation: Include all necessary items and applicable solutions for complete procedures

Item Management

  • Complete Lists: Include all items that might be needed for the repair scenario
  • Unique Marking: Carefully consider when to mark items as unique based on your repair procedures
  • Inventory Planning: Ensure adequate stock levels for frequently used repair action items

Solution Management

  • Comprehensive Coverage: Include all possible outcomes for the repair scenario
  • Appropriate Uniqueness: Mark solutions as unique when they should only be applied once per order
  • Consistent Terminology: Use clear, consistent language across all solutions

Maintenance

  • Regular Review: Periodically review and update actions based on changing procedures
  • Usage Analysis: Monitor which actions are used most frequently
  • Continuous Improvement: Refine actions based on technician feedback and repair outcomes

Permissions and Access Control

Different user roles have varying levels of access to Standard Repair Actions:

Role Permissions Capabilities
Manager Full access (RMID) Create, read, modify, and delete Standard Repair Actions and associated records
Technician Read-only (R) View Standard Repair Actions and associated items/solutions
Read Read-only (R) View Standard Repair Actions for reporting purposes

API Integration

Standard Repair Actions are available through API endpoints for integration with external systems:

  • Standard Repair Actions API: Access to master action data
  • Standard Repair Action Items API: Access to associated item information
  • Standard Repair Action Solutions API: Access to associated solution information

These APIs provide read-only access to support integration scenarios and external reporting needs.

Troubleshooting

Common Issues

Issue: Cannot create Standard Repair Action Solution: Verify you have Manager permissions and ensure the Code field is unique

Issue: Items or Solutions not appearing in lookups Solution: Ensure the required items and repair solutions exist in the system and are properly configured

Issue: Cannot mark item/solution as unique Solution: This is a design choice - consider your repair procedures to determine appropriate uniqueness settings

Issue: Action deletion not working Solution: Ensure you have Manager permissions and no related records are being used in active repair processes

For additional support, contact your system administrator or BC4All support team.