SIR Sheet Attachment

Overview

The SIR Sheet integration automatically attaches a SIR Sheet PDF to a case (when available). The attachment is created in the background, so it may take a short time to appear after the case is created. When a case is created for a PACCAR asset in PSSM, the system automatically attempts to retrieve and attach the SIR sheet to the case. If the SIR service is temporarily unavailable or the asset data doesn’t match the service's expectations, the sheet may not appear immediately, and you will be provided the option to retry this request.

Where to find the SIR Sheet

When available, the SIR Sheet appears as a PDF under the estimate’s Attachments tab.

Timing (background processing)

SIR Sheets are generated and retrieved asynchronously. That means:

• The estimate can be used normally while the SIR Sheet is being prepared.
• The SIR Sheet may not appear immediately.
• The system will check for completion automatically for a short period of time.

If the SIR Sheet does not attach

If the system cannot attach the SIR Sheet, you may see an alert indicator and/or an error message.

Common causes include:

• Eligibility requirements are not met (for example, the dealer is not a PACCAR member)
• A temporary issue occurred while retrieving the SIR Sheet

Retry (manual trigger)

If a SIR Sheet attachment fails, you can manually retry:

1. Open the estimate.
2. Select the Attachments tab.
3. Locate the SIR Sheet message/indicator.
4. Select Retry.

If the retry succeeds, the Attachments tab refreshes, and the SIR Sheet PDF appears.

To help you understand what’s happening and take action when needed, PSSM provides:

• Real-time in-app notifications
• Status indicators for failures on the Attachments tab
• Action buttons to attempt to resolve the problem without leaving the case

Failure Indicator and Notifications

• If the initial retrieval fails, an error icon will display on the Attachments tab

• After selecting the Attachments tab, you will see an error message with a RETRY button

• Upon clicking RETRY, a Loading state will display until a response is received
• Once a response is received, an in-app notification will appear. Common messages include:

Action Buttons

Depending on the type of failure, you may see one or both of the following buttons:

REVIEW ASSET DETAILS

• Appears when the system detects a data mismatch
• Select it to navigate directly to the asset record
• Review and correct the asset information (VIN first, then serial number and chassis ID), then return to the case

RETRY

• Appears when an error has occurred with the SIR service integration
• Select it to immediately resend the retrieval request
• If successful, the SIR sheet will appear automatically in the Attachments tab

Typical Workflow

1. Create a case. The system automatically attempts to retrieve the SIR sheet.

2. A loading indicator appears while retrieval is in progress.

3. If retrieval fails, a notification describes the issue.

4. If you see a data mismatch notification, select REVIEW ASSET DETAILS, correct the asset information, and return to the case.

5. If the service was unavailable, select RETRY.

6. Once retrieval succeeds, the SIR sheet appears automatically in the Attachments tab. No page refresh is needed.

FAQ

Why didn’t my SIR sheet generate automatically?
The SIR service may have been temporarily unavailable, or the asset information may not match what the service expects. Check the notification for details, then use RETRY or REVIEW ASSET DETAILS as appropriate.

Is the Retry button always available?
No. It only appears when no valid SIR sheet exists, and the previous retrieval attempt failed.

Do I need to refresh the page to see the SIR sheet?
No. The Attachments tab updates automatically once the SIR sheet is successfully retrieved.

What asset fields should I check during a data mismatch?
Start with the VIN, as it is the primary identifier the SIR service uses to locate the sheet. Then check the serial number and chassis ID. Correct any discrepancies, save the asset record, then return to the case and select RETRY.

Need Help?

Feel free to contact our Support Team.