Page Comparison

1. Use either Locations or WOs to navigate to creating a work order.
   • (From Locations):
     • On the SC Mobile home pagescreen, tap Locations. The list of Locations locations to which you have access appearappears.
     • Search for and tap your the desired location.
     • Tap New WO. The Create WO page screen appears.
   • (From WOs):
     • On the SC Mobile home pagescreen, tap WOs. The Work Orders page  screen appears.
     • Tap New WO. The list of Locations locations to which you have access appears.
     • Tap the desired location. The Create WO page  screen appears.
2. Tap the drop-down menus to choose the appropriate Dashboard, Area, Problem Type, Asset Type, and Problem Code where the problem is occurring.
   

   Image RemovedImage Added

   Info
   Note: If you are creating a work order for an asset and do not see the specific asset listed, choose Asset Not Listed.

   
   

3. Tap Next.
   • Should If the Check for Duplicatespage appear screen appears, this means a work order was already entered for the issue you are currently creating.Tap the Work Order  Tap the work order to review the details.
     • (When the issue is a duplicate) Tap the back arrow and then tap Cancel WO, and confirm your action. The work order is not created; you are returned to the work order list for that location.
     • (When the issue is NOT a duplicate) Tap Next.
4. On the Troubleshooting page screen, enter the relevant information in the text boxfield. Fully describe the problem so the service provider is as knowledgeable about your request as possible.Tap  Tap Next. The Add Note page Comment screen appears.

5. (Where applicable) Tap Add

   Photo to

   Attachment to either take a photo or video of the issue or upload a previously

   -

   captured photo or video

   of the issue

   .

   Note: Be very careful to review

   Note
   Review the photo or video you are

   appending

   attaching to the work order. Once the work order

   with the photo or video

   is sent,

   it

   the files can only be removed by a user with administrative rights.

   
   

6. Ensure your name is entered correctly in the first text field.

   (Note: Should

   If you see a generic name

   be in the first text field

   here, delete that information, and enter your full

   ,

   first and last name

   , so

   to let your facilities team

   knows

   know who exactly

   who entered

   submitted the work order.

   )

7. (Optional) Enter a phone number in the second text field.
8. Tap Next. The Confirmation WO Information page appears.
9. Review the service request for accuracy, and note the Category, Priority, Not-to-Exceed Amount, Estimated Scheduled Date/Time and Service ProviderAdd comments to the work order in the third text field, and tap Next.

10. Review the details of the service request you are submitting.
    (Users with Edit permissions) Use the edit pencil to update the Description, Category, Priority, NTE (Not-to-Exceed) Amount, Scheduled Date

    and

    , and/or Service Provider as needed.
    
    

    Note
    Should you need to change the decimal point (.) to decimal comma (,) on monetary amounts, contact your ServiceChannel representative.

    
    

    Info
    When selecting a provider,

    as needed

    you may notice that some companies appear grayed out. They were flagged as “Do Not Dispatch” in Compliance Manager and thus cannot take on new work orders. Find more information on “Do Not Dispatch” providers.

    
    

11. Tap Confirm/Create WO. The work order is generated and dispatched to the assigned service provider. You will see a popup indicating notification showing the Tracking # and that the service provider to which the email about the request was sent an email of your request.
12. Tap Close. The work order list will reload. Your new work order will appear in the list, sorted by the scheduled date.

Image RemovedImage Added