Selecting Repair Order and Job Numbering Preference

The Workfile - Numbering feature allows you to select the repair order or job numbering preference.

• Manually - the IA or shop location will enter the repair order number or job number when it is created
• Automatically - the system will automatically generate the repair order number or job number

For users who have CCC ONE Estimating Only, this option is referred to as automatic job numbering.

For repair facilities with Repair Workflow:

• If auto-numbering is enabled, then RO number can’t be edited
• If manual numbering is enabled, then RO number may be edited via the Edit RO Number action on the workfile

Note: If the RO number was ever entered manually on the workfile, then it will always be editable even if the shop switches to automatic numbering later.

For IAs and repair facilities without Repair Workflow (i.e., Estimating Only):

• If auto-numbering is enabled, then the Job Number field in the Vehicle tab is always disabled
• If manual numbering is enabled, then the Job Number field in the Vehicle tab is enabled for user input after Convert to Job action is selected

Note: If the Job Number was ever entered manually on the workfile, then it is always editable even if the shop or IA changes to automatic numbering later.

To select the repair order job numbering preference

1. Select Configure > Profiles from the menu bar.
2. Select your repair facility profile, and then select Edit from the mini-toolbar.
3. Click on the Workfile - Numbering link under Repair Management.
4. Select one of the options.
5. Select Save or Save and Close to save your profile changes.

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