Session 1: Lifecycle of a Work Order (WO)Mission 2A: Searching and Reviewing WOs
Before we jump into Service Automation, it's important to know how work orders move through the application. Watch this video to learn about the typical lifecycle of a work order.
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Session 3: Searching WOs
Once work orders are entered through the Dashboard, you may search for these work orders and review their details
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Session 2: Entering WOs
Now that you know the lifecycle of a work order, learn how to enter work orders through the Dashboard module of Service Automation.
Mission 2B: Adding Notes & Attachments
There may come a time when you have to edit work orders in bulk or to link work orders to tie together a scope of work. Watch this video to learn how to search for work orders, as well as the details of a work order in Service Automationuse these powerful features.
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Session 4Mission 2C: Editing WOs
Editing work orders come in handy when you need to reassign to another Provider, change the scheduled date, add a note, or attach an image or file. Watch this video to learn how to do these simple, yet important tasks.
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Session 5Mission 2D: Editing Bulk WOs and Linking WOs
There may come a time when you have to edit work orders in bulk or to link work orders to tie together a scope of work. Watch this video to learn how to use these powerful features.
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Session 6: Reviewing ProposalsEdit & Linking WOs
There are times when a Provider may submit an invoice: to raise the NTE or to increase the scope of work while onsite. Learn how to take action on those proposals.
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Session 7: Completed WOs and Invoicing
Once the job is complete, work orders must be marked as Satisfactory in order for the Provider to submit an invoice. Watch this video for important information so your Providers get paid faster.
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Session 8: QuickView
QuickView is an easy way to keep an eye on the work orders that fit the criteria that best suits your facility operations. Watch this video to learn how to set it up quickly and easily.
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Session 9: ALP
The Actionable Landing Page (or ALP) shows you powerful metrics that help you take action on certain work orders, like when Providers are late to arrive onsite, or work orders that were completed but not yet invoiced. Learn how this powerful tool can help you keep your facility operations running smoothly.
