Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
Comment: Reverted from v. 11

When locations enter multiple repair requests for the same trade within a 30-day time period, Service Automation flags the associated work orders as Excessive Calls. Knowing this information can help your facilities team research the root cause: Location Users may require additional training, the issue list may need an update, an asset may need to be replaced, or any other matter.

Info

When gone unnoticed or unaddressed, excessive calls typically result in accrued trip charges and other fees charged by the provider, which has a direct impact on your repair and maintenance spend.

You can view a Locations/Trade matrix of excessive calls within Service Automation, as well as receive a daily summary e-mail listing this matrix.

Accessing and Using Excessive Calls from the Work Order List View

Panel
bgColor#F9F9F9
titleColor#0e3367
titleBGColor#EAEAEA
borderStylenone
title⦿ How to access and use Excessive Calls from the List View
  1. On the top navigation bar, click Work Orders. The Work Orders List View appears.
  2. On the top-left of the list, click Additional WO Views > Excessive Calls. The Excessive Calls modal appears.
  3. In the Select at Least # Calls textbox, enter a number that corresponds to the minimum number of work orders you would consider excessive.
  4. Click OK. The list of Locations and Trades with Excessive Calls appear.
    • Click the breadcrumbs along the top of the list to navigate between the Excessive Calls list, Locations, and Trades.
    • Click the number in blue to change the minimum number of calls.
Tip

Use the filters to refine the data in this list; for example, to hone in on specific categories, or to separate work orders assigned to internal technicians versus third-party service providers.

Image RemovedImage Added



Live Search
spaceKeySCU
additionalpage excerpt
placeholderSearch our Knowledge Base
typepage

Panel
titleColor#ffffff
titleBGColor#5fa7d0
borderStylegroove
titleIn this Article

Table of Contents
maxLevel3
minLevel2
indent20px

Panel
titleColorwhite
titleBGColor#75a346
titleRelated Articles

Filter by label (Content by label)
showLabelsfalse
max8
showSpacefalse
sorttitle
cqllabel in ( "excessivecalls" , "excessive" , "workorders" , "reports" , "download" , "tripcharge" ) and space = currentSpace ( )