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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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From pest control to fire and life safety, an effective planned maintenance (PM) program is critical to deliver on customer expectations, so we’re making that easier than ever for you to manage.
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Message Chris Zach
See all your PM services on a new dashboard. The redesigned Planned Maintenance module gives you a simpler and more intuitive experience, starting with a holistic view of your entire PM program on the new dashboard.
Create services with fewer clicks. The streamlined workflow for creating and editing planned maintenance services ensures that nothing stands in the way of your proactive facilities strategy.
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