Page Comparison

The Site Access functionality improves the on-site experience between technicians and location staff and increases the transparency of the check-in/out process. With Site Access, store users know exactly which technicians will arrive on-site or have already checked in and what services they are performing.

Location employees with the Site Access Mobile permission can use the Site Access module in ServiceChannel Mobile, where they can do the following:

• View scheduled-to-arrive and checked-in technicians
• Verify technicians on-site
• When the badge scanning feature is enabled, scan a technician’s badge to allow them access to a location

The screen you land on depends on whether you have access to one or multiple locations:

• (Users with access to one location)

• You get to the Scheduled tab of the location’s Site Access screen.
• (Users with access to multiple locations) Choose the desired location from the list or on the map. You get to the Scheduled tab of the location’s Site Access screen.

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Viewing Scheduled-to

From here, you can grant access to providers and view a list of providers with granted access.

If your company has the Badge Scanning feature enabled, you can also view the badges of technicians who are scheduled to perform work at a location or issue a temporary badge to a provider or visitor.

-Arrive and Checked-In Technicians

Once you land on the Site Access screen of a specific location, you see the following tabs:

• Scheduled: Lists work orders where the scheduled date is within the next 24 hours as well as assigned technicians (if any). Here, you can see who exactly is supposed to arrive at your location before they get on-site. Once a technician checks in, the work order is moved to the Checked-In tab.
• Checked-In: Contains service requests to which technicians are currently checked in.

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On each tab, you can see the following info for each work order:

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Verifying Technicians

Verifying technicians allows you to confirm that they are those people who were supposed to arrive on-site to service the request and not someone else.

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Scanning a Technician’s Badge

If your company has the badge scanning feature enabled, your admin may set up rules that require you to verify a technician by scanning their badge before they can start servicing the request. Should the badge scanning rule be triggered, a technician cannot check into a work order before having their badge scanned by a designated store employee.

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Your admin configures rules that trigger the badge scanning requirement. For example, you may need to scan a technician’s badge when they attempt to check in outside of the acceptable check-in time frame or outside the allowed GPS radius.

When you see that the work order status on the Scheduled tab is Badge Scan Required, it means you need to verify a technician by scanning their badge before they can get to work.