Guide to Enabling Technician Stories Integration

This article provides the guidelines and steps required to upgrade the integration between Decisiv and CDK, including Technician Stories.

 

Setup is completed entirely within the Decisiv Case application and can be facilitated by users with manager permissions (i.e. Service Manager, Parts Manager, or General Manager).

 

Notes:

• New Dealers will be provided with the option to include this integration feature during their installation process.
• Technician Stories will transfer on newly created RO, not existing Cases.

 

Prerequisites

Before you upgrade your CDK integration to include Technician Stories, make sure to meet the following prerequisites.

• The dealer's location is already set up on Decisiv and the CDK application.
• The dealer's location is already integrated in Decisiv with CDK UJ050.

Action Required

The Technician Story integration was designed to be implemented with a consistent workflow before enabling define where your technicians will be entering their stories.

• Decisiv – Originated Technician Stories, if selected, the Technician Story Field will be present and provide the ability to Add Technician Stories to it.
• DMS – Originated Technician Stories, if selected, the Technician Story logs will be present with Technician Stories logged from the DMS.

Enabling Technician Stories

DMS Created

• Open your location from the Portal.
• From the menu bar, click Admin. 
• From the Administrative Tools list, select Customize Your Database, then Location Information, and select the Features tab.
• In the right-hand column, you will find the Technician Story feature with two radial selections; select DMS Created.

• Then click the Save Features button at the bottom of the screen.

 

Decisiv Created

• Open your location from the Portal.
• From the menu bar, click Admin. 
• From the Administrative Tools list, select Customize Your Database, then Location Information, and select the Features tab.
• In the right-hand column, you will find the Technician Story feature with two radial selections; select Decisiv Created.

• Then click the Save Features button at the bottom of the screen.
• Upon clicking Save Features you will be placed back on the Details tab of the Location Information page, select the External Interfaces tab.

• On the External Interfaces tab, locate the Technician Story Interface, click the drop-down list, and select the Technician Story URL; if the URL is unavailable for selection, it will need to be established.

• Then click the Save External Interfaces button at the screen's bottom.

Establishing an Interface URL

If the Technician Story Interface URL is unavailable, it must be created.

• Start by clicking the Manage Endpoints link under the drop-down box.

• Users will be directed to the Endpoints Screen where they will see all endpoints currently available, click the New Endpoint button found in the top right corner.
• Below is the required information to enter into the Name and URL fields to create the new endpoint. When complete click on the update button found at the bottom of the screen.
  • Name – UJ050 – Technician Story
  • URL - https://prodr28.integrationservices.cdk.com/cdktruckservice-web/updatestory/v1/decisivsrm

When complete, you will need to return to the External Interface page to apply the new endpoint, this can be completed as follows:

• Click the Customize Your Database link in the left navigation bar.
• Then, access the Location Information link in the Dealership Profile section, selecting the second tab for External Interfaces.
• On the External Interfaces tab locate the Technician Story Interface, click the drop-down list, and select the Technician Story URL.

• Then click the Save External Interfaces button found at the bottom of the screen.