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We’re committed to delivering the tools you need so proactive provider management can become a seamless part of your organization’s standard operating procedures. Here is how we are helping you manage key actions with this release.]
Action 1: Measure performance
Establish clear performance metrics and use data to objectively assess provider service quality.
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Get started by setting the due date for each provider review. Then record your notes from each review to see trends and ensure issues are promptly addressed.
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Action 2: Identify areas to improve
Benchmark provider performance against industry standards. Provide a scorecard and feedback for improvement. Consider replacements if necessary.
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Note: On July 24, 2024, the original Scorecard 1.0 will be discontinued. Be sure to set up scheduled reports in the updated Scorecard to gain insights for your regularly scheduled business reviews.
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Action 3: Test new providers
Onboard new providers regularly and evaluate their initial performance to ensure they meet your organization’s standards.
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Go to menu > Locations & Provider Assignments
Option 1: Click on Assign Providers on one of the provider cards in the Unassigned Provider Waitlist.
Option 2: Click on the + (plus sign) button to assign providers
Quickly find providers by typing their name.
Then, select the correct locations for each trade to easily switch your provider assignments.
Action 4: Expand on Success
Grow relationships with high-performing providers while ensuring backups are prepared and dependable.
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To create a compliance PM service, first contact your CSM or Support to have this feature enabled. Then go to menu > click on Planned Maintenance > click on Create Service > and select Compliance from the Planned Maintenance Type menu.
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Automatically resolve issues with real-time asset monitoring
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Reduce asset downtime with automation. Create work orders automatically in ServiceChannel based on your customizable rules for alarms and thresholds in Observe, so you can troubleshoot and get providers onsite faster.
Verify that equipment is operational. After an alarm in Observe automatically creates a work order in ServiceChannel, you can prevent the work order from being closed until the alarm is cleared and the asset is operational again.
Contact your CSM or AM to learn more about connecting your asset sensors to ServiceChannel.
Stay compliant with changing refrigerant regulations
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If you’re interested in learning more about refrigerant tracking, connect with your AM to learn more. If you’re already a user, reach out to your CSM for more information.
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Require technicians to complete checklists before check-in
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Avoid paying for landlord responsibilities
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To get started, go to the Locations & Provider Assignments page > select a location > click on the new Landlord tab. To edit landlord responsibilities, users need the Location Admin role.
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Move assets between locations on mobile
To improve the accuracy of your asset data, authorized users can now move assets between locations using the ServiceChannel Mobile or ServiceChannel Provider apps. Using either the asset search or validation scan functions, the app will now search your entire asset register to locate the correct asset. Your authorized employees and providers can then confirm the asset location change, automatically updating your asset records and saving you time.
Connect with your CSM or AM to learn more about the Asset Validation add-on.
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Easily configure multi-level proposal approval rules
It’s now easier than ever to create and edit multi-level proposal approval rules. We’ve supplemented the template process with a new, intuitive web experience that saves you time and avoids errors when configuring levels and rules. You can continue to use the template process if preferred.
To get started, go to menu > Admin > New MLP Configurationunder Proposals.
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Make proposal decisions with the full picture
When there are multiple proposals related to a work order, it helps to understand what actions have already been taken. Now, when taking action on a proposal, you will see a Reason column with explanations of past proposal actions. Additionally, you can now click the tracking number, which will open a tab with more detail about the associated work order. With all the relevant information at your fingertips, you can make faster, better informed decisions when authorizing new work.
To see these changes, click Approve or take another action on a proposal for a work order with multiple proposals.
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Automatically link location attachments to new work orders
You can now automatically link location attachments to work orders at the time of creation, so you don’t have to manually attach them later. This saves time and equips your providers with all of the information they need to get started immediately.
To get started, upload the desired location attachments and then add the filenames to the Attachment Name column in your issue list template.
Learn more from the experts
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