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The Actionable Landing Page (or ALP) helps you see the emergency and non-emergency work orders that you need to take the quickest action, like emergency work orders that were declined by providers, or work orders where providers are late to arrive onsite. (5 minutes)

Once work orders are entered, learn here how to search for and review them. (5 minutes)

Learn how to add notes and attachments to the work orders when needed in Service Automation. 

Learn how to edit work orders in Service Automation, so you can keep your facilities team informed of the changes. 

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Mission 2A: Actionable Landing Page (ALP)
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titleMission 2B: Searching and Reviewing WOs
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titleMission 2C : Adding Notes and Attachments
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titleMission 2D : Editing Work Orders
3A: Reviewing Proposals

This lesson teaches you how to use proposals in Service Automation to increase the not-to-exceed amount (NTE) or expand services on a work order. (3:34 minutes)

Learn more in ServiceChannel University: Managing Proposals from the List View


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title3B: Completed WOs and Invoicing

You are going to learn how to invoice completed work orders, how to approve or reject the invoices, and then pay invoices through Service Automation. (6:47 minutes)

Learn more in ServiceChannel University: Invoices


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