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Agreement History (Event Logging)
Navigation from your Home screen: View an agreement record > 
When you create or update an agreement on the web or mobile app, an event is logged in the record's history, accessible from the History button on the side panel of the record. A record's history includes all of the following:
- Date: Date and time of the event (e.g., 12/12/2024 1:30 PM).
- Event Source: Web (for events generated from the web application), Mobile (for events generated from the mobile app), or Automated Process (for events generated through an automated TSD DEALER process).
- Trigger: The name of the event or the action that triggered the event.
- Change: Field changes; an old value is highlighted in red; an updated (new) value is in green.
- User: The employee who made the change. If the change was made automatically by TSD DEALER, the user is listed as "System".
- An button for you to export a record's history to a Microsoft Excel .csv file.
Agreement Events
Agreement events includes updates to customer and unit information on an agreement, and more.
| Event Name ("Trigger") | Description | Change |
|---|---|---|
| Agreement Created |
A new agreement was opened. |
Agreement Number of the created agreement. Example: A1940 |
| Create: Is Shuttle | For newly-created agreements, the Change column indicates whether or not the agreement was created as a Shuttle agreement. |
Shuttle or Not Shuttle. Example: Not Shuttle |
| Create: Is Third Party | For newly-created agreements, the Change column indicates whether or not the agreement was created as a Third Party agreement or a loaner. |
Third Party or Loaner Example: Loaner |
| Create: Unit Number | For newly-created agreements, the Change column indicates the Unit Number of the unit assigned to the agreement. |
Unit Number Example: U123 |
| Create: Credit Card | For newly-created agreements, the Change column indicates a credit card was captured. |
Last four digits of credit card number and card type Example: Credit Card: 4242 Card Type: visa |
| Create: Delivery and Collection | For newly-created agreements, the Change column indicates whether the agreement was marked for Delivery and/or Collection. |
No or Yes Example: No |
| Create: Fuel Rate | For newly-created agreements, the Change column indicates the fuel rate applied to the agreement. |
Fuel Rate Example: 4 |
| Create: mileageRate | For newly-created agreements, the Change column indicates the mileage rate applied to the agreement. |
Mileage Rate Example: 3 |
| Create: Daily Rate | For newly-created agreements, the Change column indicates the daily rate applied to the agreement. |
Daily Rate Example: 20 |
| Create: Insurance | For newly-created agreements, the Change column indicates the insurance information entered on the agreement. |
Insurance Company, Insurance Policy Expiration Date, and Insurance Policy Name Example: Insurance Company: Allied Insurance Insurance Policy Expiration Date: 12/12/2026 Insurance Policy Name: 123456789 |
| Create: Classification | For newly-created agreements, the Classification selected on the agreement. |
Classification Example: Service |
| Create: Agreement Expected End Date | For newly-created agreements, the expected Return Date and time selected on the agreement. |
Expected Return Date Example: 10/26/2024 6:30 PM |
| Create: Agreement Start Date | For newly-created agreements, the Checkout Date and time selected on the agreement. |
Checkout Date Example: 10/24/2024 6:30 PM |
| Create: Repair Orders | For newly-created agreements, the Repair Order information entered on the agreement. |
Employee, Repair Order Number, and Purchase Order Number Example: Employee: STEPHANIE SMITH Repair Order Number: 23498 Purchase Order Number: 9e8wrw9 |
| Create: Status | For newly-created agreements, the Status of the agreement when it was created. |
Agreement Status Example: Open |
| surcharges | For newly-created agreements, the surcharges applied to the agreement. |
Surcharge |
| Form Signed | For newly-created agreements, the signed agreement form. |
Link to the signed agreement form Example: Form Signed - Form: STE_FCA-MST-TagTemplate-CurrentDateTimeForDate (https://content-qam1.tsddev.com/qam1/appcontent/agreement/loc_1/75034373-0654-436c-8d59-94686ae1d941.pdf) |
| Free Fuel | For newly-created agreements, the free fuel applied to the agreement. |
Free fuel Example: 0 |
| preAuthResult | The result of the credit card pre-authorization taken against the captured card, if applicable. | |
| Rates Snapshot | The snapshot of the rates applied on the agreement. | |
| Is Fuel Rate Billable | Whether the fuel rate was billable to a captured credit card on the agreement. |
Yes or No Example: No Yes |
| Is Mileage Rate Billable | Whether the mileage rate was billable to a captured credit card on the agreement. |
Yes or No Example: No Yes |
| Is Daily Rate Billable | Whether the daily rate was billable to a captured credit card on the agreement. |
Yes or No Example: No Yes |
| Google Map Location Uri | ||
| Is Save Patron Card Checked | Whether the Save Credit Card to Customer Profile toggle was selected for a captured credit card on the agreement. |
Yes or No Example: No Yes |
| Is Take Pre Auth Checked | Whether the Pre-Authorize toggle was selected for a captured credit card on the agreement. |
Yes or No Example: No Yes |
| Email Sent | The email to which the agreement confirmation was sent. |
Email address Example: ssmith@email.com |
| Credit Card | The Change column indicates a credit card was captured. |
Last four digits of credit card number and card type Example: Credit Card: 2929 Card Type: visa Credit Card: 4242 Card Type: visa |
| Created At | The date and time the agreement was created. |
Date and time Example: 10/24/2024 1:02 PM |
| Fuel Rate Unit | For newly-created agreements, the Change column indicates the fuel rate applied to the agreement. |
Fuel Rate Example: 10 4 |
| Mileage Rate Unit | The Change column indicates the mileage rate applied to the agreement. |
Mileage Rate Example: 10 4 |
| dailyRateUnit | The Change column indicates the daily rate applied to the agreement. |
Daily Rate Example: 10 4 |
| Repair Orders | The Repair Order information entered on the agreement. |
Employee, Repair Order Number, and Purchase Order Number Example: Employee: STEPHANIE SMITH Repair Order Number: 23498 Purchase Order Number: 9e8wrw9 Employee: STEPHANIE SMITH Repair Order Number: 23498 Purchase Order Number: 9e8wrw9 |
| Agreement Type Info | Agreement Type of the agreement created. |
Currently not in use Example: object Object] |
| tsdDeliveryAndCollection | For locations with TSD's Delivery and Collection module, the delivery and collection address(es), driver(s), and dates and times. |
Delivery and Collection information Example: Delivery address: 1620 Turnpike Street, NORTH ANDOVER, Massachusetts 01845 Delivery date: 10/25/2024 10:40 AM Delivery driver 1 : Angel Sanchez Delivery driver 2 : Carlos Campos Collection address: 1620 Turnpike Street, NORTH ANDOVER, Massachusetts 01845 Collection date: 10/26/2024 2:50 PM Collection driver 1 : Auto588J Driver Collection driver 2 : Benedict Trinidad |
| Delivery and Collection | Delivery and/or Collection was marked on the agreement. |
Yes or No Example: No Yes |
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