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# Prendre un RDV atelier et l'attribuer à un mécanicien

# Créer un ordre de réparation
#### [Made by Raphael POCHON with Scribe](https://scribehow.com/shared/Crer_un_ordre_de_rparation__vsteWXJRSrSKOr8fDXDBlA)


1\. Cliquer sur le raccourci [[Rendez-vous atelier]] dans le menu supérieur.

![](https://ajeuwbhvhr.cloudimg.io/colony-recorder.s3.amazonaws.com/files/2024-07-23/efa597fb-2cfe-4ff9-8c87-8d1c32be3214/ascreenshot.jpeg?tl_px=572,0&br_px=1432,480&force_format=png&width=860&wat_scale=76&wat=1&wat_opacity=0.7&wat_gravity=northwest&wat_url=https://colony-recorder.s3.us-west-1.amazonaws.com/images/watermarks/FB923C_standard.png&wat_pad=402,33)


2\. Cliquer dans le champ [[Client]] pour rechercher votre client ou sur les flèches circulaires pour ouvrir la fenêtre de recherche et de création des contacts.

![](https://ajeuwbhvhr.cloudimg.io/colony-recorder.s3.amazonaws.com/files/2024-07-23/1697d6bb-84e3-4574-b990-c952d0433ded/ascreenshot.jpeg?tl_px=1060,0&br_px=1920,480&force_format=png&width=860&wat_scale=76&wat=1&wat_opacity=0.7&wat_gravity=northwest&wat_url=https://colony-recorder.s3.us-west-1.amazonaws.com/images/watermarks/FB923C_standard.png&wat_pad=627,188)


3\. Sélectionner le véhicule déjà connu ou cliquer sur [[Autre référence]]

![](https://ajeuwbhvhr.cloudimg.io/colony-recorder.s3.amazonaws.com/files/2024-07-23/c214f078-5a0b-4e99-9ade-7ac81d07e39e/ascreenshot.jpeg?tl_px=164,0&br_px=1311,640&force_format=png&width=1120.0&wat=1&wat_opacity=0.7&wat_gravity=northwest&wat_url=https://colony-recorder.s3.us-west-1.amazonaws.com/images/watermarks/FB923C_standard.png&wat_pad=524,177)


4\. Si votre véhicule n'est pas connu, taper son immatriculation ou son VIN puis appuyer sur [[Entrée.]]

![](https://ajeuwbhvhr.cloudimg.io/colony-recorder.s3.amazonaws.com/files/2024-07-23/b2f2b789-1573-482c-bfa0-0207900459dc/ascreenshot.jpeg?tl_px=0,63&br_px=859,544&force_format=png&width=860&wat_scale=76&wat=1&wat_opacity=0.7&wat_gravity=northwest&wat_url=https://colony-recorder.s3.us-west-1.amazonaws.com/images/watermarks/FB923C_standard.png&wat_pad=183,212)


5\. Cliquer alors sur [[Sélectionner et associer au client]]

![](https://ajeuwbhvhr.cloudimg.io/colony-recorder.s3.amazonaws.com/files/2024-07-23/36d2cd2b-6dfc-42cd-9e0b-6a050cc9d1af/ascreenshot.jpeg?tl_px=1060,238&br_px=1920,719&force_format=png&width=860&wat_scale=76&wat=1&wat_opacity=0.7&wat_gravity=northwest&wat_url=https://colony-recorder.s3.us-west-1.amazonaws.com/images/watermarks/FB923C_standard.png&wat_pad=694,212)


6\. Rechercher le modèle de panier souahité et Appuyez sur [[⏎ pour lancer la recherche]] à défaut, cliquer sur [[Annuler]]

![](https://ajeuwbhvhr.cloudimg.io/colony-recorder.s3.amazonaws.com/files/2024-07-23/b238ec05-5bd7-4dac-807f-1c3e8b721194/ascreenshot.jpeg?tl_px=0,0&br_px=859,480&force_format=png&width=860&wat_scale=76&wat=1&wat_opacity=0.7&wat_gravity=northwest&wat_url=https://colony-recorder.s3.us-west-1.amazonaws.com/images/watermarks/FB923C_standard.png&wat_pad=282,126)


7\. Cliquer sur le bouton [[+]]  du modèle souhaité

![](https://ajeuwbhvhr.cloudimg.io/colony-recorder.s3.amazonaws.com/files/2024-07-23/9069bcbd-dae0-4d5a-bab1-ddc973890a40/ascreenshot.jpeg?tl_px=1060,505&br_px=1920,986&force_format=png&width=860&wat_scale=76&wat=1&wat_opacity=0.7&wat_gravity=northwest&wat_url=https://colony-recorder.s3.us-west-1.amazonaws.com/images/watermarks/FB923C_standard.png&wat_pad=771,212)


8\. Modifier le temps planifier de la tache atelier au besoin

![](https://ajeuwbhvhr.cloudimg.io/colony-recorder.s3.amazonaws.com/files/2024-07-23/00855e45-2532-4236-9703-464efa3c6a77/ascreenshot.jpeg?tl_px=1060,101&br_px=1920,582&force_format=png&width=860&wat_scale=76&wat=1&wat_opacity=0.7&wat_gravity=northwest&wat_url=https://colony-recorder.s3.us-west-1.amazonaws.com/images/watermarks/FB923C_standard.png&wat_pad=557,212)


9\. Penser à cliquer sur les deux flèches circulaires pour changer les unités : minutes / heure / heures en centième en fonction de votre besoin

![](https://ajeuwbhvhr.cloudimg.io/colony-recorder.s3.amazonaws.com/files/2024-07-23/61a984e9-1c6c-4916-9a41-6f63bd6906c9/ascreenshot.jpeg?tl_px=1060,95&br_px=1920,576&force_format=png&width=860&wat_scale=76&wat=1&wat_opacity=0.7&wat_gravity=northwest&wat_url=https://colony-recorder.s3.us-west-1.amazonaws.com/images/watermarks/FB923C_standard.png&wat_pad=591,212)


10\. Positionné alors le RDV atelier en fonction de vos disponibilité.

![](https://ajeuwbhvhr.cloudimg.io/colony-recorder.s3.amazonaws.com/files/2024-07-23/79f7ffc6-8c05-4f00-ae4c-c18139289b07/ascreenshot.jpeg?tl_px=56,101&br_px=1203,742&force_format=png&width=1120.0&wat=1&wat_opacity=0.7&wat_gravity=northwest&wat_url=https://colony-recorder.s3.us-west-1.amazonaws.com/images/watermarks/FB923C_standard.png&wat_pad=524,277)


Tip: Nous vous encourageons a passé en vue journalière pour tout de suite attribuer le travail en plus de le planifier.


11\. Planifier de la même façon le RDV de dépose du véhicule

![](https://ajeuwbhvhr.cloudimg.io/colony-recorder.s3.amazonaws.com/files/2024-07-23/c3cead87-25c2-4cf1-978e-40c3dbda8841/ascreenshot.jpeg?tl_px=0,586&br_px=859,1067&force_format=png&width=860&wat_scale=76&wat=1&wat_opacity=0.7&wat_gravity=northwest&wat_url=https://colony-recorder.s3.us-west-1.amazonaws.com/images/watermarks/FB923C_standard.png&wat_pad=391,212)


12\. Puis le RDV de restitution du véhicule

![](https://ajeuwbhvhr.cloudimg.io/colony-recorder.s3.amazonaws.com/files/2024-07-23/4c0fb8bd-a6d7-4d49-8c3f-65a1d5625503/ascreenshot.jpeg?tl_px=199,315&br_px=1059,796&force_format=png&width=860&wat_scale=76&wat=1&wat_opacity=0.7&wat_gravity=northwest&wat_url=https://colony-recorder.s3.us-west-1.amazonaws.com/images/watermarks/FB923C_standard.png&wat_pad=402,212)


13\. Indiquer dans le champ [[détails]] l'ensemble des informations transmises par le client.

![](https://ajeuwbhvhr.cloudimg.io/colony-recorder.s3.amazonaws.com/files/2024-07-23/c3922c56-b194-4f68-8e07-bec0e84e98dd/ascreenshot.jpeg?tl_px=1060,45&br_px=1920,526&force_format=png&width=860&wat_scale=76&wat=1&wat_opacity=0.7&wat_gravity=northwest&wat_url=https://colony-recorder.s3.us-west-1.amazonaws.com/images/watermarks/FB923C_standard.png&wat_pad=631,212)


#### Réserver un véhicule de courtoisie


14\. Cocher la case [[Courtoisie]]

![](https://ajeuwbhvhr.cloudimg.io/colony-recorder.s3.amazonaws.com/files/2024-07-23/f3dfe866-2995-454b-b9d1-d648a6fcf028/ascreenshot.jpeg?tl_px=1060,229&br_px=1920,710&force_format=png&width=860&wat_scale=76&wat=1&wat_opacity=0.7&wat_gravity=northwest&wat_url=https://colony-recorder.s3.us-west-1.amazonaws.com/images/watermarks/FB923C_standard.png&wat_pad=555,212)


15\. Cliquer sur [[Assigné]]

![](https://ajeuwbhvhr.cloudimg.io/colony-recorder.s3.amazonaws.com/files/2024-07-23/b17692f8-81f6-44fb-a678-df6b77b445be/ascreenshot.jpeg?tl_px=1060,272&br_px=1920,753&force_format=png&width=860&wat_scale=76&wat=1&wat_opacity=0.7&wat_gravity=northwest&wat_url=https://colony-recorder.s3.us-west-1.amazonaws.com/images/watermarks/FB923C_standard.png&wat_pad=674,212)


16\. Sélectionner un véhicule (le planning affiche alors les réservations déjà enregistrées)

![](https://ajeuwbhvhr.cloudimg.io/colony-recorder.s3.amazonaws.com/files/2024-07-23/a1486e9a-8e45-41f9-a6aa-5fbfd2a06495/ascreenshot.jpeg?tl_px=1060,326&br_px=1920,807&force_format=png&width=860&wat_scale=76&wat=1&wat_opacity=0.7&wat_gravity=northwest&wat_url=https://colony-recorder.s3.us-west-1.amazonaws.com/images/watermarks/FB923C_standard.png&wat_pad=630,212)


17\. Cliquer sur [[Créer et envoyer à l'atelier]]

![](https://ajeuwbhvhr.cloudimg.io/colony-recorder.s3.amazonaws.com/files/2024-07-23/2f36192a-c52d-4ab8-be1e-1dfbecd5dd98/ascreenshot.jpeg?tl_px=1060,585&br_px=1920,1066&force_format=png&width=860&wat_scale=76&wat=1&wat_opacity=0.7&wat_gravity=northwest&wat_url=https://colony-recorder.s3.us-west-1.amazonaws.com/images/watermarks/FB923C_standard.png&wat_pad=707,212)


18\. Cliquer sur [[Créer]] et envoyer à l'atelier ou sur [[OK]] si vous n'êtes pas encore en mesure de planifier l'opération (Sinsitre, panne, ...)

![](https://ajeuwbhvhr.cloudimg.io/colony-recorder.s3.amazonaws.com/files/2024-07-23/f3cc234e-6c48-40d5-8f76-590eb3359e4a/ascreenshot.jpeg?tl_px=1060,597&br_px=1920,1078&force_format=png&width=860&wat_scale=76&wat=1&wat_opacity=0.7&wat_gravity=northwest&wat_url=https://colony-recorder.s3.us-west-1.amazonaws.com/images/watermarks/FB923C_standard.png&wat_pad=726,212)


#### Editer l'ordre de réparation


Alert: Un ordre de réparation non signé ou non versionné en cas de modificiations est opposable et peu vous conduire à restituer le véhicule réparé sans aucun règlement du client !


19\. Cliquer sur [[Éditer ]]

![](https://ajeuwbhvhr.cloudimg.io/colony-recorder.s3.amazonaws.com/files/2024-07-23/2a6f0fc6-22f0-4e18-b855-0c61c19db0b4/ascreenshot.jpeg?tl_px=1060,0&br_px=1920,480&force_format=png&width=860&wat_scale=76&wat=1&wat_opacity=0.7&wat_gravity=northwest&wat_url=https://colony-recorder.s3.us-west-1.amazonaws.com/images/watermarks/FB923C_standard.png&wat_pad=622,141)


20\. Cliquer sur [[Un ordre de réparation]]

![](https://ajeuwbhvhr.cloudimg.io/colony-recorder.s3.amazonaws.com/files/2024-07-23/da31798a-0e4f-4fee-a479-1fffdb98b375/ascreenshot.jpeg?tl_px=1060,0&br_px=1920,480&force_format=png&width=860&wat_scale=76&wat=1&wat_opacity=0.7&wat_gravity=northwest&wat_url=https://colony-recorder.s3.us-west-1.amazonaws.com/images/watermarks/FB923C_standard.png&wat_pad=680,211)


21\. Indiquer la valeur du [[Compteur]]

![](https://ajeuwbhvhr.cloudimg.io/colony-recorder.s3.amazonaws.com/files/2024-07-23/a7d64ed1-88f2-4eeb-b086-341bf47e1f3e/ascreenshot.jpeg?tl_px=712,22&br_px=1572,503&force_format=png&width=860&wat_scale=76&wat=1&wat_opacity=0.7&wat_gravity=northwest&wat_url=https://colony-recorder.s3.us-west-1.amazonaws.com/images/watermarks/FB923C_standard.png&wat_pad=402,212)


22\. Définisser le [[Type de compteur]]

![](https://ajeuwbhvhr.cloudimg.io/colony-recorder.s3.amazonaws.com/files/2024-07-23/82466bb2-4c3e-4681-934b-9480bce03df8/ascreenshot.jpeg?tl_px=741,69&br_px=1601,550&force_format=png&width=860&wat_scale=76&wat=1&wat_opacity=0.7&wat_gravity=northwest&wat_url=https://colony-recorder.s3.us-west-1.amazonaws.com/images/watermarks/FB923C_standard.png&wat_pad=402,212)


23\. Vous avez le choix entre les compteurs de type [[kilométrique]] ou [[horaire]]

![](https://ajeuwbhvhr.cloudimg.io/colony-recorder.s3.amazonaws.com/files/2024-07-23/23a4dfd2-a70d-4beb-a8cd-c5ae1db2efac/ascreenshot.jpeg?tl_px=731,90&br_px=1591,571&force_format=png&width=860&wat_scale=76&wat=1&wat_opacity=0.7&wat_gravity=northwest&wat_url=https://colony-recorder.s3.us-west-1.amazonaws.com/images/watermarks/FB923C_standard.png&wat_pad=402,212)


24\. Valider en cliquant sur [[Ok]]

![](https://ajeuwbhvhr.cloudimg.io/colony-recorder.s3.amazonaws.com/files/2024-07-25/c19f3269-050c-4986-94da-cbbe30a55c1b/user_cropped_screenshot.jpeg?tl_px=906,254&br_px=1766,735&force_format=png&width=860&wat_scale=76&wat=1&wat_opacity=0.7&wat_gravity=northwest&wat_url=https://colony-recorder.s3.us-west-1.amazonaws.com/images/watermarks/FB923C_standard.png&wat_pad=402,212)


25\. Cliquer sur [[Signer et éditer]] si le client et présent en face de vous

![](https://ajeuwbhvhr.cloudimg.io/colony-recorder.s3.amazonaws.com/files/2024-07-24/d6046872-00a9-4275-b301-d79144423b4f/user_cropped_screenshot.jpeg?tl_px=1060,0&br_px=1920,480&force_format=png&width=860&wat_scale=76&wat=1&wat_opacity=0.7&wat_gravity=northwest&wat_url=https://colony-recorder.s3.us-west-1.amazonaws.com/images/watermarks/FB923C_standard.png&wat_pad=644,143)


26\. ou sur [[Editer un nouvel OR]] si le client n'est pas présent

![](https://ajeuwbhvhr.cloudimg.io/colony-recorder.s3.amazonaws.com/files/2024-07-24/0c58d8cc-b774-4e2d-8f7a-ac1bb2f4de37/user_cropped_screenshot.jpeg?tl_px=1060,0&br_px=1920,480&force_format=png&width=860&wat_scale=76&wat=1&wat_opacity=0.7&wat_gravity=northwest&wat_url=https://colony-recorder.s3.us-west-1.amazonaws.com/images/watermarks/FB923C_standard.png&wat_pad=747,138)


27\. Faites signer votre client avec le pad de signature ou sur votre écran si ce dernier est tactile.

![](https://ajeuwbhvhr.cloudimg.io/colony-recorder.s3.amazonaws.com/files/2024-07-24/4fd1a28f-12c0-465d-8de4-f353b7ee68d3/user_cropped_screenshot.jpeg?tl_px=586,0&br_px=1446,480&force_format=png&width=860&wat_scale=76&wat=1&wat_opacity=0.7&wat_gravity=northwest&wat_url=https://colony-recorder.s3.us-west-1.amazonaws.com/images/watermarks/FB923C_standard.png&wat_pad=402,179)


28\. Cliquer sur [[Envoyer]]

![](https://ajeuwbhvhr.cloudimg.io/colony-recorder.s3.amazonaws.com/files/2024-07-24/0f6f27ae-46a1-4deb-b27a-ae3909b04a7a/user_cropped_screenshot.jpeg?tl_px=733,131&br_px=1593,612&force_format=png&width=860&wat_scale=76&wat=1&wat_opacity=0.7&wat_gravity=northwest&wat_url=https://colony-recorder.s3.us-west-1.amazonaws.com/images/watermarks/FB923C_standard.png&wat_pad=402,212)


29\. Cliquer sur [[Fermer]]

![](https://ajeuwbhvhr.cloudimg.io/colony-recorder.s3.amazonaws.com/files/2024-07-24/44c84a90-9d7a-4c60-8c82-a050970d78d9/user_cropped_screenshot.jpeg?tl_px=736,0&br_px=1596,480&force_format=png&width=860&wat_scale=76&wat=1&wat_opacity=0.7&wat_gravity=northwest&wat_url=https://colony-recorder.s3.us-west-1.amazonaws.com/images/watermarks/FB923C_standard.png&wat_pad=402,177)


30\. Une fois terminé, vous pouvez soit revenir sur le panier en cliquant dessus dan sle menu contextuel, soit quitter le panier avec la croix à droite du menu contextuel.

![](https://ajeuwbhvhr.cloudimg.io/colony-recorder.s3.amazonaws.com/files/2024-07-24/a6c6010b-1d05-441d-92a6-20d7bc394b6a/user_cropped_screenshot.jpeg?tl_px=14,0&br_px=874,480&force_format=png&width=860&wat_scale=76&wat=1&wat_opacity=0.7&wat_gravity=northwest&wat_url=https://colony-recorder.s3.us-west-1.amazonaws.com/images/watermarks/FB923C_standard.png&wat_pad=402,92)


#### Assigné une tache atelier à un mécanicien depuis le panier


31\. Cliquer sur la tâche atelier en haut de l'écran

![](https://ajeuwbhvhr.cloudimg.io/colony-recorder.s3.amazonaws.com/files/2024-07-23/ae0e20c1-1476-4fc1-a984-af33bcf46980/ascreenshot.jpeg?tl_px=504,0&br_px=1364,480&force_format=png&width=860&wat_scale=76&wat=1&wat_opacity=0.7&wat_gravity=northwest&wat_url=https://colony-recorder.s3.us-west-1.amazonaws.com/images/watermarks/FB923C_standard.png&wat_pad=402,146)


32\. Cliquer dans le champ [[Assigné]]

![](https://ajeuwbhvhr.cloudimg.io/colony-recorder.s3.amazonaws.com/files/2024-07-23/1a447627-8e5e-4dd1-8211-a6571bb2a14d/ascreenshot.jpeg?tl_px=769,0&br_px=1629,480&force_format=png&width=860&wat_scale=76&wat=1&wat_opacity=0.7&wat_gravity=northwest&wat_url=https://colony-recorder.s3.us-west-1.amazonaws.com/images/watermarks/FB923C_standard.png&wat_pad=402,162)


33\. Cliquer sur le mécanicien souhaité [[Nicolas Clé]]

![](https://ajeuwbhvhr.cloudimg.io/colony-recorder.s3.amazonaws.com/files/2024-07-23/4ae5cb7d-54cc-4ac4-9ed0-fb8edabc579c/ascreenshot.jpeg?tl_px=721,52&br_px=1581,533&force_format=png&width=860&wat_scale=76&wat=1&wat_opacity=0.7&wat_gravity=northwest&wat_url=https://colony-recorder.s3.us-west-1.amazonaws.com/images/watermarks/FB923C_standard.png&wat_pad=402,212)


34\. Cliquer sur [[Sauvegarder]]

![](https://ajeuwbhvhr.cloudimg.io/colony-recorder.s3.amazonaws.com/files/2024-07-23/538ed80a-6b86-4f9e-9d42-56e6db868732/ascreenshot.jpeg?tl_px=853,412&br_px=1713,893&force_format=png&width=860&wat_scale=76&wat=1&wat_opacity=0.7&wat_gravity=northwest&wat_url=https://colony-recorder.s3.us-west-1.amazonaws.com/images/watermarks/FB923C_standard.png&wat_pad=402,212)


#### Assigné une tache atelier à un mécanicien depuis le planning atelier


35\. Aller au menu [[Atelier]]

![](https://ajeuwbhvhr.cloudimg.io/colony-recorder.s3.amazonaws.com/files/2024-07-25/80b343b0-8c77-4548-9709-7d758b0e063a/ascreenshot.jpeg?tl_px=0,141&br_px=859,622&force_format=png&width=860&wat_scale=76&wat=1&wat_opacity=0.7&wat_gravity=northwest&wat_url=https://colony-recorder.s3.us-west-1.amazonaws.com/images/watermarks/FB923C_standard.png&wat_pad=-2,212)


36\. Cliquer sur le [[jour ]]ou vous souhaitez planifier et attribuer la tâche

![](https://ajeuwbhvhr.cloudimg.io/colony-recorder.s3.amazonaws.com/files/2024-07-25/bfbf0dfa-b234-46f9-88e5-8e0d733c232a/ascreenshot.jpeg?tl_px=653,0&br_px=1513,480&force_format=png&width=860&wat_scale=76&wat=1&wat_opacity=0.7&wat_gravity=northwest&wat_url=https://colony-recorder.s3.us-west-1.amazonaws.com/images/watermarks/FB923C_standard.png&wat_pad=402,182)


37\. Cliquer sur la tache atelier et faite la glisser dans la colonne d'un mécanicien

![](https://ajeuwbhvhr.cloudimg.io/colony-recorder.s3.amazonaws.com/files/2024-07-25/92cbae15-cfeb-4ebe-a584-3735bbbe035b/ascreenshot.jpeg?tl_px=79,287&br_px=938,768&force_format=png&width=860&wat_scale=76&wat=1&wat_opacity=0.7&wat_gravity=northwest&wat_url=https://colony-recorder.s3.us-west-1.amazonaws.com/images/watermarks/FB923C_standard.png&wat_pad=402,212)
#### [Made with Scribe](https://scribehow.com/shared/Crer_un_ordre_de_rparation__vsteWXJRSrSKOr8fDXDBlA)