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Service Automation Dashboard 2.0 is used to generate and track work orders, provide feedback on services, and view and approve invoices

. In Dashboard 2.0, work orders are managed by location

.

Note that:
  • A user with access to one location can only generate and view work orders for his/her own location.
  • A user with access to multiple locations can generate and view work orders for all assigned locations, one location at a time. Note that it is not possible to generate work orders for multiple locations at one time.

Accessing Service Automation Dashboard 2.0

Depending on your configuration, you may login using either a username/password combination, or through single sign on service.

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Live Search
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Note

Should you be using Dashboard 1.0 and like to upgrade to Dashboard 2.0, contact your SC Account Manager.


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titleHow to Access

Login to your ServiceChannel RepresentativeService Automation account using your username and password, and choose a desired location.


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titlePermissions

For users requiring dashboard access, they should be assigned a dashboard in Service Automation > Admin > Users > Dashboard.

Please contact your internal ServiceChannel Admin to assign a dashboard for you.



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