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Technicians who service locations where Site Access has been enabled should be informed by their administrator, or the like, of what to expect. For example, some client locations will require that all technicians that service their locations must have a Username/ Password technician account. This is because only username/password technician accounts come with a technician badge that displays the technicians image.

Site Access is setup by creating a collection of rules for each:

• Location;
• Trade;
• Provider Company/ Technician; and
• Time Period (open hours vs closed hours)

For Example:

• At client location A, technicians are required to:
• Present their electronic badge to the manager upon check in and are required to obtain a manager’s signature upon check-out.

While

• At client location B, technicians who provide janitorial services after hours, are required to:
• Present their electronic badge to the manager upon check in, but are not required to obtain a manager’s signature upon check-out.

And

• At client location C, technicians who service HVAC systems, are permitted to check-in one quarter mile away from the actual store location, because the HVAC units that serve the location are located with the other HVAC systems that serve the mall and are a quarter mile away from the store location. 

Conversely

• At client location D, technicians who service HVAC systems, must be within  the one fifth mile radius of the location before attempting to check-in, because the HVAC systems at that location are contained within the location.

As mentioned earlier, the client will inform their service providers of any Site Access rules they have put in place at their locations. 

Site Access Messages and Warnings

The following are the messages that are generated when a technician is servicing a work order at a location where Site Access is enabled.

Message Type

Message from ServiceChanel Provider

Message Definition

Action Required

Account Required

Image Removed

1. If the technician has a username/password account, they should use that account to log into ServiceChannel Provider

If the technician does not have a username/password account, they can request one by tapping Request Account and completing the subsequent screens.

Check in Outside of Operational Hours

The technician has attempted to check into a location outside of the locations operational hours. 

The message from the client, which appears in black, is a custom message to any technician who attempts to check in outside of the operational hours.

1. If the client has posted a message with instructions as to what to do if the technician arrives outside of operational hours, then the technician should follow those rules.
2. If the client has not posted any rules, then the technician should contact their administrator for further instructions. 
3. If the technician is a sole provider, then the technician should either change the Scheduled Date and Time, if permissioned to do so, or contact the client to have them change the Scheduled Date and time.

Badge Scan Required

The technician has arrived at a location where they are required to have their badge scanned before then can start the work order clock.

Outside of GPS Parameters

The Technician has attempted to check in outside of the preset GPS parameters. 

The Site Access functionality improves the on-site experience between technicians and location staff and increases the transparency of the check-in/out process.

Your clients that use the Site Access feature can enable site access rules for specific locations, trades, or any combination of them. Should a particular rule be triggered at one location, it doesn’t mean that the same rule will apply to other locations. The same is true for trades.

Site access rules that your client sets up may affect the following:

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

Site Access Messages

Below are messages that you may see in ServiceChannel Provider in case the corresponding site access rules set up by the client are triggered.