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The Details Tab provides location and frequency detailsspecifics.  Details goes down to the work order level to provide work order creation, schedule and expiration date, along with NTE and work order service window. Here, you can view all expected planned maintenance work orders from today to 3 months in the future (by default) or by the criteria set in the all-inclusive filters along the top of the report.

You can download the data and email reports to recipients.

Data in the Visualization

The following data is listed in the report, sortable by these column headers:

Service ID is found in “Caller” field which can be used
Section


Column
width50

  • PM ServiceID

  • Location Number
  • State

  • Trade

  • Frequency: Length of work order

  • Category
  • Number of Daily Work Orders
    • Column
    width50

    PM ServiceID 

    Info

    • : Used instead of the tracking number

    each time

    • when contractors use either the

    IVR or GPS

    • ServiceChannel Provider Mobile app or the IVR to check in and check out.

    The Service ID will not change and is beneficial if several work orders are dispatched on weekly or monthly basis for the same trade and location.  This alleviates contractors need to utilize a new tracking number every time they enter a location


    Column
    • Number of Weekly WOs
    • Number of Monthly WOs
    • Created Date
    • Scheduled Date
    • Expiration Date
    • Length of WO
    • NTE Amount



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