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The Site Access functionality empowers you to improve the on-site experience between technicians and location staff and site technician compliance and increase the transparency of the check-in/out process.Site Access rules for the check-in and check-out flowsImage Removed

Site Access rules for the check-in and check-out flowsImage Added

Info

Please contact ServiceChannel to have the Site Access functionality enabled.

Users with the Site Access Admin secondary role can configure site access rules that affect the following:

  • Whether technicians need to log in to ServiceChannel Provider with their technician account or they can use a PIN instead before checking into work orders
  • If technicians can use the IVR system to perform a check-in
  • Whether a custom message is displayed to those technicians who try to check in outside of the location’s operational hours
  • If technicians can check in or out outside the specified geolocation radius — distance around a facility within which a technician is considered to be on-site
  • Whether technicians are automatically checked out of work orders after the specified number of hours time period in case they didn’t perform a check-out

Should you have the Badge Scanning feature enabled, you may also set up rules that — if triggered — require a location employee to scan a technician's badge before they can check into a work order. Learn more about configuring the badge scanning options.

For more info on how store personnel can view scheduled-to-arrive and checked-in technicians, verify techs, or scan their badges using their mobile device, see Site Access for SC Mobile.


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