Content Comparison

At any point during the life cycle of a work order, permissioned users may enter notes to augment details of requests in the Open Work Orders, Late to Arrive, and Work Order History pages. For information on adding notes to work orders that await review, see Adding a Note to Work Orders Awaiting Your Review.

It is extremely important to add detailed notes to all service requests. This ensures the service provider has as much information as possible, which may help expedite the response time.

Viewing Work Order Notes

The default filter selection is the All Notes tab which shows both system and user created notes. Click on the System Created tab to only view notes that were system created. Click on User Created to only view notes your users have created.

The following information displays in the list of notes at the bottom of the page:

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details details

Viewing Work Order Details

When you need more information on a work order, the work order details page comes in especially handy. It contains all the data relevant to a service request and also allows you to add notes.

In Dashboard 2.0, you can access the detailed information on a work order from the Open Work Orders, Late to Arrive, Reviews Required, or Work Order History page.

To quickly find the required work order, we recommend you to conduct searching from the Work Order History page since it contains multiple filter options as well as the search box.

The information on this page can be divided into four sections:

1. Section 1. Displays the work order identification details.
   
   This section is subdivided into three columns:
   1. Column 1. Shows the work order status, priority, trade, and category.

   2. Column 2. Lists the work order age, scheduled date, call date, projected completion date, caller details, and more.

      Info
      The projected completion date appears only if your company requires service providers to enter a projected completion date.

      
      

   3. Column 3. Contains the service provider company name, phone number, and the work order NTE amount.

2. Section 2. Includes the problem description and attachments as well as custom feedback responses and star rating of a reviewed work order.
   

   Info

   Custom feedback responses appear on the work order details page after you or your colleagues submit a review for a work order by star rating the provider performance. To embed custom feedback questions, also known as additional survey questions, to your work order review process, your company needs to submit the questions and their answer options to ServiceChannel first as well as ask ServiceChannel to set up the star review for you. Contact ServiceChannel for more details.

   
   

3. Section 3. Displays the problem resolution.
4. Section 4. Contains the list of work order notes.

Adding Work Order Notes