Interventions module

The Interventions module (Intervention sheets) allows you to manage and monitor the services and work carried out for your clients. It offers a complete view of your interventions, from their creation to their invoicing, including their validation and processing.

Prerequisites and Permissions

To fully use the Interventions module in HtkDoli, the corresponding permissions must be configured in your Dolibarr instance:

• interfile.creer: Necessary to create or modify an intervention. Access to the add button (the floating button with the ’+’ sign) as well as the possibility of editing a file from its details or by swiping require this permission.
• interfile.delete: Necessary to delete an intervention (only if it is in draft status).
• General access to the list requires the read permission associated with the module.

Statuses of an Intervention

Each intervention has a status which reflects its progress. The available statuses are:

1. Draft (Gray color): The intervention is being entered. It can still be freely modified and deleted.
2. Validated (Blue color): The intervention is validated and ready to be executed (or has been executed according to your workflow).
3. Processed (Blue color): The intervention is marked as completed.
4. Invoiced (Green color): An invoice has been issued for this intervention.

Interface and Features

1. List of Interventions

The main view displays the list of all your interventions, sorted by default from the most recent to the oldest.

• Header and Shortcuts: At the top of the screen you will find options to refresh the list, filter interventions by status (All, Draft, Validated, Processed, Invoiced) and modify the sorting (Recent date, Old date, Reference).
• Search: A search bar allows you to quickly find an intervention by its reference or the name of the associated third party.
• Grouped display: The interventions are visually grouped by month and year (eg: February 2024), with a floating indicator when scrolling to facilitate navigation.
• Quick actions (Slide / Swipe):
  • Swipe right to Edit the intervention.
  • Swipe left to Delete the intervention (only for drafts).

2. Creation and Modification

A blue floating button (+) located at the bottom right of the screen allows you to add a new intervention (if you have the fileinter.create permission). By selecting the “Modify” option, you access a form allowing you to update the information:

• Third party concerned: Select the customer linked to the intervention.
• Date and Time: Indicate the time of the intervention.
• Lines of intervention: Detail the services provided (duration, description).
• Notes: Add public (customer visible) and private (internal use) notes.

3. Details of the Intervention

By tapping on an intervention in the list, you access its detailed view. This view is divided into several sections:

• Header: Shows current status, reference, customer name and date.
• Lines: List of services performed during the intervention.
• Attached documents: View the documents linked to this sheet. A shortcut allows you to download or view the PDF document generated by Dolibarr.
• Notes: Shows public and private notes.
• Contacts: Allows you to view and link specific contacts to the intervention.

Tip: You can use a keyboard shortcut Command + R to refresh the list if you are using an external keyboard.