Page Comparison

Should you need the information on the legacy feedback system, see Feedback for Work Orders (Legacy) through Dashboard 2.0.

As an admin, you can activate the star review feature for specific statuses through Service Automation. Navigate to Admin > WO Properties > Statuses, and select the checkbox in the AskForReviews column for the desired status. Once the work order moves to the selected status, you or your colleagues need to leave a review on it. Some work orders might be excluded for review depending on the trade, category, or priority. You can set those preferences in the Dashboard Admin Feedback tab.

1. Go to the Reviews Required tab. The list of work orders pending your review appears.
2. Find the work order you need to review.

3. Mark whether the work is complete or not.

   1. 
      

      Expand
      title To mark as complete:
      Select Yes next to the Is the work complete and to specifications? question. The section for star rating appears. Image Modified Select the suitable number of stars to rate the provider’s work. The field for a comment appears. Enter a comment describing the quality of rendered services. The comment is mandatory if you rate the work with one or two stars. Note If additional survey questions are enabled for your company, the section with these questions shows up under the text field for a comment. Сlick View Additional Survey Questions (Optional) to answer the suggested questions. Image Modified Your admin can make answering additional questions mandatory. In this case, the questions appear right after you give a star rating to a work order. You can submit your review only after you answer all the questions. If you don’t have this feature, contact your ServiceChannel representative to learn how you can add such questions to the work order review workflow. Click Send Review. The work order moves to the Completed/Confirmed status.

      
      

   2. 
      

      Expand
      title To mark as incomplete:
      Select No next to the Is the work complete and to specifications? question. The field for a comment appears. Image Modified Leave a comment explaining why the work is incomplete. Note If additional survey questions are enabled for your company and are optional, the section with these questions shows up under the text field for a comment. Сlick View Additional Survey Questions (Optional) to answer the suggested questions. Image Modified Should your admin make these questions mandatory, they don’t show up because the work is not complete. If you don’t have this feature, contact your ServiceChannel representative to learn how you can add such questions to the work order review workflow. Click Send the provider back to complete the work. The work order moves to the In Progress status, and the provider receives a notification about the status reversal.

      
      

1. On the list of work orders awaiting your review, click Details next to the desired work order. The work order details page opens.
2. Click Add New Work Order Note. The overlay for adding notes appears.
   
3. Enter a note into the corresponding field.
4. (Optional) Select the Action Required checkbox if you want the note recipients to take further action.

5. In the Choose Recipient field, select a person who should be notified. Their email addresses appear in the text field below.
   

   Tip
   To select several people at once, hold Ctrl for Windows and Command ⌘ for macOS, and then click the desired names.

   Should you want to notify more people, enter their email addresses into the text field right under the recipients list.

6. (Optional) Click Choose Pictures and Files to Upload, select the file, and click Open.
7. Click Add Note.

The note gets added to the work order and appears on the work order details page.