There are 3 links you can click for any customer shown:

1. Click Step (at left) to work on the customer’s current rental workflow step where:

• Green areas can be edited
• Other areas display rental info
• Scroll to the bottom of the page to find…
• Update button or if applicable Approve, Reject or Revert

2. Click the blue Rental # link to see the customer’s rental form in view-only mode. This allows you to review all rental details. Editing of the form is typically handled by automated workflows. Staff should only make manual edits after receiving specific training on permitted changes that will not upset automated workflow billing.

3. Click the blue Edit link to edit some of the Rental Form fields without using the regular workflow. Different fields can be edited here depending on the status of the rental. For instance, If the customer hasn’t signed a contract, you can quickly change the contract dates here.  At times you can immediately change the End Date: Burning + Billing if the customer calls and tells you they need a later date, or schedule a revised Start Date: Burning + Billing if burning has not begun.

Enter a number in Credit Days if the customer is unable to use the machine during a rental, and also extend the End Date: Burning + Billing by that # of days. The customer will not be billed at the end of the rental for the # of credit days. You can change increase or decrease this number anytime before the rental ends.

Click Hold link to display a rental in the hold section on this page, indicating that rental needs special attention. Click Hold again to remove it. A rental on hold still appears in its regular section on the customer’s page. Hold has no effect on the automated workflow. Rentals will proceed to the next step whenever appropriate action occurs.

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