Technical interventions¶
A dripping tap, a broken bed rail, a lamp to replace: the technical team handles the residents’ rooms through the Helpdesk app. WideCare turns the tickets of a room maintenance team into interventions: each one knows the resident, the room and the stay concerned, and adds up what it cost.
Prerequisite
Interventions rely on the Helpdesk app and its timesheets. Once Helpdesk is installed, turn on Rooms maintenance on the team that handles the rooms.
Set up the room maintenance team¶
Open Helpdesk → Configuration → Helpdesk Teams and the team that handles the rooms (or create one).
Tick Rooms maintenance. Timesheets turns on with it: the time spent is part of the cost.
Save.
Only the tickets of a team with Rooms maintenance show the Resident, Room and Resident Stay fields and the Products tab. The other Helpdesk teams are left as they are.
Billing to the resident
When intervention billing is installed, the same setting also asks for an Intervention Service Product: see Billing an intervention.
What an intervention brings together¶
Part |
Where it comes from |
|---|---|
Resident, Room, Resident Stay |
Chosen on the ticket; the room and the stay are filled in from the resident |
Products |
The products used, valued at their cost |
Timesheets |
The time spent by the technicians, valued at their hourly cost |
Vendor Bill |
The invoice of an outside provider, when the job was subcontracted |
Ticket Cost |
The total of the three |
The ticket’s Requestant is the person who asked for the intervention — the resident by default.
What’s next¶
Following an intervention — create, value and find interventions.
Billing an intervention — charge the cost to the resident.