Page Comparison

1. Go to the Reviews Required tab. The list of work orders pending your review appears.
2. Find the work order you need to review.

3. Mark whether the work is complete or not.

   1. 
      

      Expand
      title To mark as complete:
      Select Yes next to the Is the work complete and to specifications? question. The section for star rating appears. Image Added Select the suitable number of stars to rate the provider’s work. The field for a comment appears. Enter a comment describing the quality of rendered services. The comment is mandatory if you rate the work with one or two stars. Note If additional survey questions are enabled for your company, the section with these questions shows up under the text field for a comment. Сlick View Additional Survey Questions (Optional) to answer the suggested questions. Image Added Your admin can make answering additional questions mandatory. In this case, the questions appear right after you give a star rating to a work order. You can submit your review only after you answer all the questions. If you don’t have this feature, contact your ServiceChannel representative to learn how you can add such questions to the work order review workflow. Click Send Review. The work order moves to the Completed/Confirmed status.

      
      

   2. 
      

      Expand
      title To mark as incomplete:
      Select No next to the Is the work complete and to specifications? question. The field for a comment appears. Image Added Leave a comment explaining why the work is incomplete

      and click 

      . Note If additional survey questions are enabled for your company and are optional, the section with these questions shows up under the text field for a comment. Сlick View Additional Survey Questions (Optional) to answer the suggested questions. Image Added Should your admin make these questions mandatory, they don’t show up because the work is not complete. If you don’t have this feature, contact your ServiceChannel representative to learn how you can add such questions to the work order review workflow. Click Send the provider back to complete the work

       button

      . The work order moves

      back

      to the In Progress status, and the

      service

      provider receives a notification

      to contact the location, along with information on the

      about the status reversal.

       
   Repeat step 2 for all desired work orders.

   1. 
      

1. On your dashboardthe list of work orders awaiting your review, click the # Leave Review tab. All work orders requiring review appear.
2. Mark a work order’s completion:
   1. To mark as Complete:
      1. In the desired work order listing, select Yes in the Is Work Complete? Section. The Select a Star Rating field appears.
      2. Select the appropriate number of stars.
      3. (Suggested) Enter comments describing the quality of service.
      4. Click Send Review. The page refreshes, and a grey check mark appears next to “x Stars chosen”, where x is the number of stars chosen.

   2. Mark the work as incomplete:

      1. In the desired work order listing, select No in the Is Work Complete? section. The Leave a comment box appears.
      2. Enter a comment explaining why the work is incomplete and click Send the provider back to complete the work button. The work order moves back to In Progress status and the service provider receives a notification to contact the location, along with information on the status reversal. 
3. Repeat step 2 for all desired work orders.

1. Details next to the desired work order. The work order details page opens.
2. Click Add New Work Order Note. The overlay for adding notes appears.
   Image Added
3. Enter a note into the corresponding field.
4. (Optional) Select the Action Required checkbox if you want the note recipients to take further action.

5. In the Choose Recipient field, select a person who should be notified. Their email addresses appear in the text field below.
   

   Tip
   To select several people at once, hold Ctrl for Windows and Command ⌘ for macOS, and then click the desired names.

   Should you want to notify more people, enter their email addresses into the text field right under the recipients list.

6. (Optional) Click Choose Pictures and Files to Upload, select the file, and click Open.
7. Click Add Note.

The note gets added to the work order and appears on the work order details page.