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This lesson explains what the Actionable Landing Page (ALP) is and how it helps you to act on work orders, proposals or invoices in need of attention. (2:22 minutes)
Learn more in ServiceChannel University: Home Page - Actionable Landing Page (ALP)
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Before we jump into Service Automation, it's important to know how work orders move through the application. Watch this video to learn about the typical lifecycle of a work order.
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There may come a time when you have to edit work orders in bulk or to link work orders to tie together a scope of work. Watch this video to learn how to use these powerful features. |
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Editing work orders come in handy when you need to reassign to another Provider, change the scheduled date, add a note, or attach an image or file. Watch this video to learn how to do these simple, yet important tasks. |
| title | Mission 2D: Bulk Edit & Linking WOs |
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Learn how to search for the work orders in Service Automation and identify the details of a work order. (5:51 minutes)
Learn more in ServiceChannel University: Taking Actions on Work Orders from the List View
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In this video, you will learn how to communicate with your provider via notes and attachments in Service Automation and view all the notes left on a work order. (3:14 minutes)
Learn more in ServiceChannel University: Taking Actions on Work Orders from the List View
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In this video, you will learn how to update the information that has changed in the current work order in Service Automation, such as:
• Scheduled date
• Not-to-exceed amount (NTE)
• Problem description and more.
(1:58 minutes)
Learn more in ServiceChannel University: Taking Actions on Work Orders from the List View
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