Identify the Service Advisor associated on each Repair Order (e.g., by using the 9-digit STARS ID or Wsl-x)
Perform write-up of Repair Order – This includes entering customer information: Name, address, VIN, telephone numbers, date, mileage at time of write-up and description of customer concerns.
Obtain customer signature on the Repair Order.
Check OASIS and SERVIS2 for Outstanding Recalls, FSA-Customer Satisfaction Programs, Special Service Instructions, symptom codes, warranty start date, warranty alerts or warranty cancellation information, etc.
Review customer service history prior to authorizing warranty coverage for any indication that current repair requests may have been noted/repaired previously.
Make preliminary evaluation, taking into account relevant service history, of whether the work will be covered under warranty, an Extended Service Contract, dealer internal repair, customer paid, etc.
Obtain relevant Prior Approval when required (e.g., ESP repairs as required).