Incident IQ’s ad-hoc parts provide the possibility to add parts to the work order that are not a part of the parts catalog. This saves time on adding them to the catalog where admin involvement is required, and gives the opportunity to resolve work orders on the fly.
For technicians, the possibility to add an ad-hoc part to the work order allows for a quick resolution of a work order without the need to contact the platform admins to create any new parts to be added to the parts catalog.
As an administrator, you will have to enable the Ad Hoc Parts feature under Site Options.
Once enabled, your agents are able to create and add hoc parts to tickets. A record of the new part is added to the Part List under Category: Ad Hoc Parts.
This allows you to filter out Ad Hoc Parts when evaluating parts that have tracked inventory. This will allow users to select the same Ad Hoc Part on a future ticket with a different Cost than prior tickets.
(i.e., “Screw” could be an Ad Hoc Part used on as many tickets as desired, and the cost can be defined differently each time “Screw” is used).
The Part Category can be changed from Ad Hoc to any other category (such as “Technology Parts”) to enable Inventory Tracking.
Parts in the category “Ad Hoc Parts” do not have on-hand quantities, and, therefore, do not have inventory tracking. By changing the category, you are promoting the part so that inventory can be added, removed, and adjusted. The part is no longer considered Ad Hoc at that point.
Part Category: Ad Hoc Parts can be used as a filter on the Parts List, Tickets Views, and when creating Rules.
What will happen if the Site Option “Enable Ad Hoc Parts” is flipped to OFF in the future?
Previously created ad hoc parts will be visible historically on both the Parts List and Tickets.
Agents will no longer have the option to add Ad Hoc Parts to tickets from that point forward.
Parts under the Ad Hoc Category can still be “promoted” to another category for inventory tracking.
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Hannah Bailey - Director, Customer Engagement