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Note

Note

Your permissions determine access to these segments, as set by your ServiceChannel administrator.

The Dashboard is divided into the following segments:

4 Sections to Dashboard

I. Left Navigation Panel: Links that steer you to the appropriate pages in the Dashboard, as follows:

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⦿ How to <replace this text>
Note

Note

You may see additional links that navigate to more information, such as user guides, company information, classes, or dashboard administrative privileges.


Left Navigation Panel

Description

Summary

Provides a calendar view of each Location’s scheduled work orders; work orders that were completed within the past day; work orders that require your feedback; and work orders waiting for invoice approval.

Request Service

Authorizes a user to create and submit work orders.

View Open Tickets

Provides details on all work orders in both the Open and In Progress statuses.

View Work History

Provides details of all work orders in any status from the past 12 months.

View Invoice History

Provides details of all invoices from the past 12 months.

Approve Invoices

Allows a user to review and take action on Open, On-Hold / Disputed, and Reviewedinvoices.

Leave Feedback

Allows a user to submit feedback about a service provider’s level of service while working on a work order.

Mobile Access Code

Authorizes mobile users with single-sign on (SSO) access to generate an access code for use with the Service Automation Mobile App.


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Heading 2 looks like this - choose Heading 2 and then change the color to the top row, 5th from the left.

and Heading 3 should look like this - choose Heading 3 and then change the color to the top row, 5th from the left.


Tip



Section

Live Search
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Filter by label (Content by label)
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