User Guide

Version: 1.0.0
July 2013

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FSI Service Process

User Manual

Table of Contents
Field Service Inspection Process ................................................................................................................ 4
Introduction ............................................................................................................................................... 4
How to Create FSI Service Call ................................................................................................................... 4
Step1: Create FSI Service Call ............................................................................................................. 4
Step2: Create FSI Service Call ............................................................................................................. 5
Step3: Update Status .......................................................................................................................... 6

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FSI Service Process

User Manual

Field Service Inspection Process

Introduction
JCB from time to time will release FSI covering few machines serial numbers. Dealer need to
perform the required service or repair and claim from JCB. Each FSI will have a unique
number assigned in the system which will be entered at the call / claim creation.

How to Create FSI Service Call

Step1: Create FSI Service Call
SELECT Service Service Call from main menu and SELECT Call Type and Call Sub Type as FSI.

Refer below screen shot.

For any FSI call, FSI number released by JCB is mandatory.

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FSI Service Process

User Manual

Step2: Create FSI Service Call

Input valid FSI Number for the selected machine. FSI number is available on FSI Bulletin on EP
portal.

In case FSI number entered in above field is not valid on the machine selected, CRM call
No. will not be generated. Please contact help desk for the reason and move forward.

If the same FSI has been done before on the Machine selected, system will show message
FSI no. already used.

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FSI Service Process

User Manual

On successful validation from CRM, call will be updated with valid CRM call No & Contract Info = F
(FSI).

Step3: Update Status

UPDATE Call Status from Open to Assign
Like JCB Care and Heavy Line Services Process, without CRM Call No, user cant update the Call
Status to Assign.

Please Note:

Rest process for service call will be same as warranty.

If dealer has created wrong call of FSI, coordinate to DBMS help desk to change Call type and
Sub type.

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