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Technicians who service locations where Site Access has been enabled should be informed by their administrator, or the like, of what to expect. For example, some client locations will require that all technicians that service their locations must have a Username/ Password technician account. This is because only username/password technician accounts come with a technician badge that displays the technicians image.

Site Access is setup by creating a collection of rules for each:

• Location;
• Trade;
• Provider Company/ Technician; and
• Time Period (open hours vs closed hours)

For Example:

• At client location A, technicians are required to:
• Present their electronic badge to the manager upon check in and are required to obtain a manager’s signature upon check-out.

While

• At client location B, technicians who provide janitorial services after hours, are required to:
• Present their electronic badge to the manager upon check in, but are not required to obtain a manager’s signature upon check-out.

And

• At client location C, technicians who service HVAC systems, are permitted to check-in one quarter mile away from the actual store location, because the HVAC units that serve the location are located with the other HVAC systems that serve the mall and are a quarter mile away from the store location. 

Conversely

• At client location D, technicians who service HVAC systems, must be within  the one fifth mile radius of the location before attempting to check-in, because the HVAC systems at that location are contained within the location.

As mentioned earlier, the client will inform their service providers of any Site Access rules they have put in place at their locations. 

Site Access Messages and Warnings

The following are the messages that are generated when a technician is servicing a work order at a location where Site Access is enabled.

Message Type	Message from ServiceChanel Provider	Message Definition	Action Required
Account Required		When a technician encounters an Account Required message, it means that they have attempted to check into a work order at a location that requires technicians to have a username/password account with a technician Pin account.	If the technician has a username/password account, they should use that account to log into ServiceChannel Provider If the technician does not have a username/password account, they can request one by tapping Request Account and completing the subsequent screens. Note Note: When a technician requests a username/password account from SC Provider, they will have to wait until an administrator from their company approves it, before the account is activated.
Check in Outside of Operational Hours	Image Added	The technician has attempted to check into a location outside of the locations operational hours.  The message from the client, which appears in black, is a custom message to any technician who attempts to check in outside of the operational hours. Note Note: Not all clients will add a customized message for this rule.	If the client has posted a message with instructions as to what to do if the technician arrives outside of operational hours, then the technician should follow those rules. If the client has not posted any rules, then the technician should contact their administrator for further instructions.  If the technician is a sole provider, then the technician should either change the Scheduled Date and Time, if permissioned to do so, or contact the client to have them change the Scheduled Date and time.
Badge Scan Required	Image Removed Image Added	The technician has arrived at a location where they are required to have their badge scanned before then can start the work order clock.	Locate a location representative  Tap ok, on the Badge Scan Required message. Then tap BADGE on the work order screen to display their badge. Image RemovedImage Added Once scanned and verified the badge will display that the technician has been verified and the technician can begin the work order clock. Image RemovedImage Added
Outside of GPS Parameters	Image Removed Image Added	The Technician has attempted to check in outside of the preset GPS parameters.	The technician, if allowed by the client, can check in while they are still outside of the GPS parameters If the client has set the rule to not allow a technician to check in from outside of the GPS parameters, then the technician will have to get closer to the location before they can check in.