Interventions: list and creation

The Interventies (interventions) list brings together all your company’s work: repairs, maintenance, installations, inspections. The office uses it to follow the work, find an intervention, create one and act on several interventions at once. The technician finds their own work in the Techniekers-app.

Menu	Werk › Interventies
Who	View: most roles (table at the bottom of the page). Create, assign, schedule: administrator, manager, planner.
Prerequisites	To create: a customer with at least one site (Locatie). The installation is optional.

Find an intervention

1. Open Werk › Interventies. The number next to the title counts the active interventions.

   

2. Choose a view. The first tab is your default view, followed by Alle (all), Mijn werk (my work, if your account is linked to a technician), Vandaag (today) and Achterstallig (overdue). The other views are under Meer (more): Alle open (all open), Niet toegewezen (unassigned), Dringend & achterstallig (urgent and overdue), Open storingen (open breakdowns), Wacht op onderdelen (waiting for parts), Te factureren (to invoice), Afgewerkt, rapport niet verzonden (completed, report not sent). Each view shows its count. Niet toegewezen also counts the open interventions still on an archived technician.

3. Type in the search box “Zoek FO, titel, klant, serienummer…”: an FO number, a title, a customer or a serial number.

4. Filter with Status, Technieker (technician) and Prioriteit (priority). Meer filters (more filters) adds Type, Klant (customer), Locatie (site), Installatie (installation), Periode (period), Onderdelen (parts status) and Alleen storingen (breakdowns only). Confirm with the button that shows the number of results.

   

5. Click a row to open the intervention record.

Result: the active filters are shown as chips under the search bar; Filters wissen (clear filters) removes them. Kopieer link (copy link) copies the view’s address, so you can send it to a colleague.

Your default view

It depends on your role: Alle open for those who schedule, Mijn werk for an account linked to a technician, Te factureren for accounting. The Interventies link in the menu opens this view.

Above the rows:

• Actief (active) opens the choice Gearchiveerd (archived) or Alles (everything).
• Groeperen (group) by Technieker, Klant or Type.
• Kolommen (columns) and Dichtheid (density) adjust the display. The Type, Installatie, Contract, Handtekening (signature), Facturatie (invoicing) and Duur (duration) columns are hidden by default. Facturatie shows Gefactureerd (invoiced), Niet gefactureerd (not invoiced) or Gedekt door contract (a maintenance visit covered by its contract, nothing to invoice).
• Exporteren (export) creates a CSV file of the visible columns: Deze pagina (this page) or Alle resultaten (all results). Above 10,000 rows, the application asks for confirmation; above 50,000, it refuses.

When you hover over a row: Toewijzen (assign), Inplannen (schedule) and Voorbeeld (read-only preview). The ⋯ menu also offers Openen (open), Rapport (PDF) for a completed intervention, Kopieer link and Archiveren (archive), only possible for a completed or cancelled intervention. An archived intervention is put back with Terugzetten (restore); see also Archive.

Create an intervention

1:31

Tutorial · 1:31 The customer and the site, the installation, the type and priority, a clear title and description, the LMRA, then scheduling the intervention with a technician right away or assigning it later. Narrated in Dutch (Flemish), showing the application's screens. Watch on YouTube ↗

1. Click Nieuwe interventie (new intervention) at the top right of the list. From any screen, you can also use Nieuw › Interventie in the top bar.

2. Fill in the Nieuwe interventie window:

   • Klant (customer), required. Changing the customer clears the site and the installation.
   • Interventielocatie (intervention site), required. If the customer does not have a site yet, the application shows “Deze klant heeft nog geen locatie.” (this customer has no site yet) and, if your role allows it, Locatie aanmaken (create a site).
   • Installatie (optioneel): the installation concerned on this site.
   • Type, required. By default, the breakdown type (Storing).
   • Prioriteit: Normaal, Belangrijk (default), Dringend or Kritiek.
   • Sjabloon (optioneel) (template): fills in the template’s type, team, duration and instructions. You can still change them.
   • Team: only visible if there are several teams.
   • Titel (title): from 3 to 120 characters, for example “Storing: geen warm water”.
   • Omschrijving (description): what the customer reports, access, keys, the contact person.
   • LMRA (last-minute risk analysis): Ter plaatse beslissen (decide on site, default), Vereist (required) or Niet vereist (not required). See Safety: LMRA, PPE, documents.

3. To schedule straight away, fill in the Meteen inplannen (optioneel) (schedule straight away) block: Technieker, Datum (date), Tijd (time, in quarter hours) and Duur (u) (duration in hours, from 0.25 to 12). A technician requires a date and a time. Leave Later toewijzen (assign later) to schedule afterwards on the schedule.

   

4. Click Interventie aanmaken (create intervention).

Result: the “Interventie aangemaakt” (intervention created) message shows the FO number and the title, then the new intervention’s record opens. The FO number is assigned by the Service Suite when it is saved.

Good to know

No e-mail is sent to the customer on creation. If you chose a technician, they receive the intervention in their app. The Service Suite checks the scheduling (leave, working hours): if it is refused, the “Aanmaken mislukt” (creation failed) message gives the reason. If the site has an open hazard of severity Gevaar or Stop werk, the window warns you with Locatie openen (open the site).

Other starting points

The same window opens, already filled in, from other screens:

Where	Button	Already filled in
Customer file	Nieuw › Interventie, Interventie plannen, Interventie aanmaken on a site	customer (and site)
Site page	Nieuwe interventie	customer, site
Installation record or list	Storing melden (report a breakdown), Interventie plannen, Onderhoud plannen	customer, site, installation
Maintenance contract	Bezoek inplannen (schedule a visit)	customer, site, installation, preventive type, date of the next visit, link to the contract
Service Inbox, Mailbox	Interventie aanmaken	customer, title and description taken from the e-mail (Service Inbox and Mailbox)

An intervention can also come from a QR report, a confirmed quote or a follow-up (Opvolging aanmaken) on the intervention record.

Assign and send reports in bulk

1. Tick the rows you want. A bar appears at the bottom of the screen: Toewijzen aan… (assign to), Exporteren selectie (export selection), Rapporten verzenden (send reports), Readiness herberekenen (recalculate parts readiness), Archiveren and Selectie wissen (clear selection).

   

2. Toewijzen aan…: choose a technician. The message shows how many interventions were assigned to them and how many were refused (“geweigerd”), with the reason.

3. Rapporten verzenden: the window lists each intervention and its customer. Only Voltooid (completed) interventions are sent; the others are marked “Overgeslagen: niet voltooid” (skipped: not completed). Confirm with the 3 rapporten verzenden button (the number varies).

   

Result: the window shows “Verzonden” (sent) or the reason for refusal for each row, then the message “3 rapporten verzonden”.

Real e-mails

Each report sent is a real e-mail to the customer, one per intervention. As long as your company’s e-mail is not connected, Rapporten verzenden does not appear: see Connect your e-mail. No bulk action changes the status of the interventions.

The Kanban board

The Lijst · Kanban switch shows the interventions in columns: Nieuw (new), Gepland (scheduled), In het veld (in the field), Aandacht (attention), Voltooid and Geannuleerd (cancelled), the last two collapsed.

Only one move has an effect: dropping a card on Gepland opens the scheduling window. Other moves are refused with a message that says where to do the action, for example “Annuleren doet u in de werkruimte, met een reden.” (you cancel in the record, with a reason), and the Werkruimte openen (open the record) button.

On a phone

The list becomes a stack of cards with all the fields. Filters opens the filters, Sorteren (sort) changes the order and Selecteren (select) lets you tick cards.

Rights by role

The table shows the supplied role templates (see Roles and permissions); your administrator can adapt them (see Users, roles and permissions).

Action	Admin	Manager	Planner	Accounting	Sales	Read
View the list	✓	✓	✓	✓	✓ ¹	✓
Create an intervention	✓	✓	✓	—	—	—
Assign, schedule, select	✓	✓	✓	—	—	—
Send reports in bulk	✓	✓	✓	—	—	—
Archive, restore	✓	✓	✓	—	—	—

¹ Directie only, read-only.

A technician with no other role does not open the office application: they find their work in the Techniekers-app.

Current limits

• An intervention cannot be deleted: you cancel it from the record, or archive it once completed.
• The Kanban board does not change statuses: only the Gepland column reacts.
• Export: 50,000 rows maximum.

See also

• The intervention record: steps, report, corrections, invoice.
• The schedule: schedule by drag and drop.
• Carrying out an intervention: the technician’s side.