Page 19 - Field Service Playbook
P. 19
HDIS Measure Order Enhancements
Window measurements from completed HDIS measure orders can now be easily added to Clients in
Direct Connect!
For existing clients, there is a new button For new clients, click the “Bulk Add Windows”
“Import HDIS Measurements”. on the Edit Windows step, and then select
“Import from HDIS”.
From here, you can search for completed HDIS measure orders.
Select the order and then click "Next" to preview
the window details.
Click "Add Windows" to import the window details.
Note: If a client has existing windows, you will be prompted to either append the new windows to the existing
windows or delete existing windows and replace them with the new windows.
As part of the process, existing scenarios will also be updated with the new windows. Please note that if a
client has a lot of scenarios and/or windows, this may take a couple of minutes to update.
