Page Comparison

1. Go to the Reviews Required tab. The list of work orders pending your review appears.
2. Find the work order you need to review.

3. Mark whether the work is complete or not.

   1. 
      

      Expand
      title To mark as complete:
      Select Yes next to the Is the work complete and to specifications? question. The section for star rating appears. Image Added Select the suitable number of stars to rate the provider’s work. The field for a comment appears. Enter a comment describing the quality of rendered services. The comment is mandatory if you rate the work with one or two stars. Info If additional survey questions are enabled for your company, the section with these questions shows up under the text field for a comment. Сlick View Additional Survey Questions (Optional) to answer the suggested questions. Image Added If you don’t have this feature, contact your ServiceChannel representative to learn how you can add such questions to the work order review workflow. Click Send Review. The work order moves to the Completed/Confirmed status.

      
      

   2. Anchor
      incompletewo incompletewo

      Expand
      title To mark as incomplete:
      Select No next to the Is the work complete and to specifications? question. The field for a comment appears. Image Added Leave a comment explaining why the work is incomplete. Info If additional survey questions are enabled for your company, the section with these questions shows up under the text field for a comment. Сlick View Additional Survey Questions (Optional) to answer the suggested questions. Image Added If you don’t have this feature, contact your ServiceChannel representative to learn how you can add such questions to the work order review workflow. Click Send the provider back to complete the work

       button

      . The work order moves

      back

      to the In Progress status, and the

      service

      provider receives a notification

      to contact the location, along with information on the

      about the status reversal.

       
4. Repeat step 2 for all desired work orders.

5. 1. 
      

1. On the list of work orders awaiting your review, click  Details  next to the desired work order. The work order details page opens.
2. Click Add New Work Order Note. The Add a Note for <Tracking #> pop-up appears, with your name autofilled. If not, enter your full name.Enter the NoteThe overlay for adding notes appears.
   Image Added
3. Enter a note into the corresponding field.
4. (Optional) Select the Action Required checkbox if you want the note recipients to take further action.

5. In the

    

   Choose Recipient

    field

   field, select

   the appropriate recipient(s) to email your note. (To select more than one person, hold Shift or the Control key (PC) / Command key (Mac)

   a person who should be notified. Their email addresses appear in the text field below.
   

   Tip
   To select several people at once, hold Ctrl for Windows and Command ⌘ for macOS, and then click the desired names.

   )(Optional) Enter additional email addresses in the Enter Email Address(es) Here field

   Should you want to notify more people, enter their email addresses into the text field right under the recipients list.

6. (Optional)  Upload attachments and enter appropriate descriptions (if necessary)Click Choose Pictures and Files to Upload, select the file, and click Open.
7. Click  Submit Add Note.

The note gets added to the work order and appears on the work order details page.