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You may You can set the options for work order feedback from the  Feedback  tab . Note that while other settings in this tab apply immediately, in case your company currently does not have feedback enabled, and you want to enable feedback, in addition to making the necessary change in this tab, you will also need to contact ServiceChannelof your dashboard settings.

Note

The feedback settings may vary based on your company system configuration. To add more setting options that control the feedback workflow, reach out to ServiceChannel.

Managing Feedback Settings

To ensure that your feedback process is running correctly and meets your company business needs, check your feedback settings.

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title⦿ How to modify Feedback settingsto Modify Feedback Settings
  1. Navigate to the Feedback tab of your dashboard settings.
  2. For all desired fields:
    1. Enter the
    desired
    1. necessary details in related text fields
    Check/uncheck the boxes
    1. .
    2. Select or clear checkboxes next to the desired
    options, and/or
    1. settings.
    2. Select
    desired items
    1. the required options from
    a
    1. drop-down
    list as necessary,
    1. lists.

Click Save Changes at the bottom of the

screen

page. A confirmation message appears

at

in the top

-

right corner of

the screen.
Feedback TabImage Removed

the page.

Info

Should you want to cancel all the changes that you’ve made on the Feedback tab, click Discard Changes.


The Feedback tab of the dashboard settingsImage Added

List of Settings Under the Feedback Tab

  • Enable Feedback: Require positive feedback from dashboard users to allow service providers to invoice completed work orders.

    Warning
    titleImportant

    Should you want to enable feedback, also  contact ServiceChannel  in in addition to checking selecting the Enable Feedback box.


  • Email to Location Note: Name of the location note header containing the emails of users to be notified when negative feedback is added to work orders.
  • Custom Unsatisfactory Message: Message to be included in the notification email sent to service providers when negative feedback is added to work orders.
  • Answering Custom Questions Optional: Make custom survey questions either optional or required. While the checkbox is unselected, your colleagues are required to answer all survey questions before submitting a work order review. When the checkbox is selected, employees can skip this step and send a review without answering additional survey questions.

    Info

    To activate custom survey questions, your company needs to submit the list of assessment questions and their answer options to ServiceChannel. Once that’s done and you have the required features enabled, create a location note header (LNH) named Survey, and enter Yes into the Survey LNH field for desired locations. Get hold of ServiceChannel to learn more on how to set up the review process with custom survey questions.


  • Enable Auto-Confirm: In case feedback is not added to a work order within the time limit specified in the Days to Notify box, the work order will automatically move to Completed/Confirmed status, and service providers will be able to invoice.
  • Send Feedback Alert to Created By User: Feedback reminder emails are also sent to the user who created the work order, in addition to the location contact.
  • Days to Notify: Number of days available for dashboard users to leave feedback on work orders; users receive a notification once each day.
  • Custom Notification Message: Message to display in the feedback reminder email sent to dashboard users.
  • Enable Supply Manager Email Confirmation: Provide the ability to use email to confirm receipt of items ordered through Supply Manager.
  • Hours to Notify: Number of hours after the scheduled date when confirmation email for a work order created through Supply Manager is sent.
  • Email Confirmation Custom Message: Message to appear in the confirmation email for work orders created through Supply Manager.
  • Change Status to In Progress/Unsatisfactory for Negative Feedback: Automatically change the work order status to In Progress/Unsatisfactory when negative feedback is provided.
  • Change Status to Completed/Confirmed for Positive Feedback: Automatically change the work order status to Completed/Confirmed when positive feedback is provided.
  • Statuses for Feedback: Dashboard users can add feedback to work orders with the selected statuses.
  • Show Days: Display work orders awaiting feedback for the number of days specified here, starting from the completion date.

    Note

    If you have enabled Auto-confirm, the work orders will only display up to the number of days specified in the Days to Notify field.

  • Show Completed Date: Display the date when the service provider marked the work order as Completed through either the IVR or the GPS app.

  • Enable
  • Resolution Text: Display the resolution text added by service providers.Enable
  • Negative Feedback Notification: Send notifications to the service provider and the location email (from the location note header specified in the Email to Location Note
  •  field
  •  field) when negative feedback is added to a work order.
  • Show Schedule Date: The number of days until the scheduled date appears next
  • to 
  • to Schedule Date
  •  
  • in the
  •  
  • Leave Feedback
  •  
  • screen.
  • Disable Unsatisfactory Alerts to Providers: Stop sending alerts to service providers for unsatisfactory feedback.
  • Warning for Future Schedule Tickets: Display a warning message when a dashboard user attempts to add feedback to a work order with a future Schedule Date.


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