How to Defer Open Recalls & Campaigns and Recalls During Check-In – myKaarma Support

What is this feature?

Service advisors can manage open Nissan campaigns and recalls directly in the check-in tool. If a recall cannot be completed, they can defer it by selecting a reason, such as unavailable parts or customer refusal, ensuring accurate records before saving the appointment.

Why it Matters

The Problem(s)	The Impact(s)
Advisors cannot bypass open recalls during check-in without taking action, delaying the process when parts are unavailable or customers decline service.	Advisors can document why a recall was skipped, supporting compliance and accurate records while advancing the check-in process.
Missing or inaccurate details about skipped recalls can lead to poor follow-up and confusion about a vehicle’s service history.	Providing a structured dropdown of deferment reasons ensures consistent data capture and easier follow-up during future service visits.

How to Use It

Step 1: Open the customer's appointment in the mobile app and tap 2. CHECK-IN.

Step at 20s

Step 2: Scroll to OPEN CAMPAIGNS to view active vehicle recalls. To defer a campaign, uncheck the box next to its number. The SAVE APPOINTMENT button will then be disabled.

Step at 50s

Step 3: Under the unchecked campaign, tap REASON FOR DEFERMENT and select the most appropriate option (e.g., "Parts or remedy not currently available from the manufacturer").

Step at 60s

Step 4: After selecting a deferment reason, the SAVE APPOINTMENT button reactivates. Tap it to save the check-in details.

Step at 70s

FAQ

1. What happens if I uncheck a campaign without selecting a reason?

A deferment reason is required for every unchecked campaign. The SAVE APPOINTMENT button stays disabled until you select a valid reason.

2. Can I defer multiple campaigns at once?

Yes. Uncheck multiple campaigns on the same screen, then select a valid deferment reason for each one before saving.

3. What if I want to complete all open campaigns today?

Leave all campaign boxes checked, as they are by default. No deferment reason is needed, and you can tap SAVE APPOINTMENT.