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The ALP has two sets of settings now: User Settings and Company Settings. ServiceChannel Administrators will customize the ALP settings to adjust the time thresholds for when metrics appear, but you get to customize which filtered metrics are a priority for you to see and whether you would like up to 3 of your QuickViews to display in the ALP.

ALP Settings are located in the gear icon which is now towards the top of the page under Create Request. Click on the gear to open up the settings.

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ALP_Filters ALP_Filters

User Settings

You can filter work orders that appear on the Actionable Landing Page by the Trade, Category, Region, District, Providers, and QuickView. This is helpful so you can concentrate on those work orders where you need to take even more immediate action. These settings are unique to you and will not affect others users under the Subscriber ID.Image Added

QuickView

Regions and District Filters

ALP metrics for Regions and Districts filters, the ALP metrics will reflect data from the region(s) and district(s) selected. For example, when you select one region, the ALP metrics will reflect data from all districts within that region. To pare the data down, use both the District filter and the Region filter to reflect the appropriate metrics.

You may turn Actionable Landing Page filters on and off at any time. Note that the Maintenance category filter is turned off by default, as depicted. (See Maintenance Work Orders, below.)

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Maintenance Work Orders

By default, the Maintenance Category filter is turned off. This is so you can focus on the repair and other categories, while . While Maintenance work orders are typically thought of as “behind the scenes.”In scenes”, you can turn them on in the Category filter , checkby checking Maintenance to include such maintenance work orders in your Actionable Landing Page ALP metrics.

Filters Reset Button

The reset button within each filter remembers the last filters you had selected and saved. Say you began selecting new items to filter, but then you want to go back to the way you had the filters before selecting new items. Simply click Reset and the filters will return to the last saved set.

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ALP_CompanySettings ALP_CompanySettings

Company Settings

Your ServiceChannel administrator will set the filters for all users under the Subscriber ID. We recommend adjusting these filters and thresholds according to your workflow and business needs.

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Location Note Headers

You can include up to 10 additional filters from your searchable or private Location Note Headers. For example, you may have a Location Note Header named “Brands” that differentiates your lines of business. You may add “Brands” as a filter, and your users may use selections under “Brands” to filter appropriate work orders.

Filtering by Service Provider is currently in Limited Availability. Contact your ServiceChannel representative to turn this on.

Metric Thresholds

Timings for both Emergency and non-emergency work orders are configurable based on your company's desired workflow and needs. For example, you may set the Dispatch Not Confirmed metric to show emergency work orders not confirmed after 30 minutes, and non-emergency work orders not confirmed after 1 day. You can set metric thresholds for:

• Dispatch Not Confirmed
• Late to Arrive
• Waiting for Quote
• Pending Approval
• Parts on Order

• Complete Not Invoiced

ServiceChannel recommends adjusting these filters and thresholds according to your workflow and business needs.

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bgColor #F9F9F9 titleColor #2970CA titleBGColor #EAEAEA borderStyle none title ⦿ How to customize Actionable Landing Page Customize ALP Settings
On the Actionable Landing Page, click the gear icon on the lower-right. The Customize Your Homepage Settings page appears. Image Removed (Optional) Under Filter by, select the desired Location Note Headers. Note You can set a maximum of 10 Location Note Headers as filters. Under each desired metric, enter Click the desired filter(s) and/or QuickView from their respective dropdowns under User Settings. Select Select All to deselect all items. Select the desired items. (Optional) Select the desired Location Note Headers under Corporate Settings. Enter the numerical amount of time in the text fields, and choose Min (minutes), Hr (hours), or Days for both Emergencies and Non-Emergencies.  For Late to Arrive, also choose either before or after. Note Completed Not Invoiced  does  does not have an emergencies an emergencies/non-emergencies setting. Click Scroll to the bottom of the list and click Save. The metrics will adjust automaticallyautomatically update with only the work orders/proposals/invoices that meet the selected criteria. Clicking cancel or the X at the top right hand corner reverses any changes made to the ALP Settings.

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Changes to ALP settings affect Company Settings affects all corporate users under the Subscriber ID.