Page Comparison

Setting up site access rules allows you to improve the on-site technician compliance.

Users with the Site Access Admin secondary role can configure site access rules and add exceptions to them.

Anchor
ConfigureRules ConfigureRules

Configuring Site Access Rules

On the Site Access Rules page, admins can configure rules that affect how technicians check in and check out. Read below for detailed information on each rule.

Below are Site Access rules that you can configure.

Anchor
CheckInMethodsOptions CheckInMethodsOptions

Check-In Methods and Options

In the Check-In Methods and Check-In Options sections, you can adjust rules for the technicians’ check-in process, such as whether techs need to have a technician account to check into work orders, if the IVR system is enabled for check-in, whether techs can clock in outside the acceptable GPS radius, and more.

Anchor
CheckInMethods CheckInMethods

Check-In Methods

Anchor
RequireAccountForCheckIn RequireAccountForCheckIn

Require Account for Check-In

Сhoose whether you want to allow technicians to check into work orders only after signing in to ServiceChannel Provider with their technician account and not a PIN.

Anchor
DisableIVRCheckIn DisableIVRCheckIn

Disable IVR Check-In

Decide whether you want to disable the option to check into work orders via the IVR system for technicians.

Anchor
CheckInOptions CheckInOptions

Check-In Options

Anchor
DisplayOutsideHours DisplayOutsideHours

Display Outside Operational Hours Text

Choose whether you want to display a predefined message to technicians in ServiceChannel Provider when they try to check in outside of the location’s operational hours.

Anchor
GeolocationRadius GeolocationRadius

Geolocation Radius

Specify how close a technician should be to a store to be able to check in or out. Geolocation radius is an acceptable distance around a location within which a technician is considered to be on-site. When a technician clocks in or out via the ServiceChannel Provider mobile app, their location is determined relative to the work order’s location through the GPS service.

Whether or not a tech can check in or check out outside the set radius depends on how you configure the corresponding rules.

To set the acceptable radius, enter a value between 0.1 and 99.9 in the Miles field.

Anchor
PreventCheckIn PreventCheckIn

Prevent Check-In Outside Geolocation Radius

Decide whether you want to prevent technicians from checking in outside the specified geolocation radius using ServiceChannel Provider.

Anchor
AcceptableCheckInTimeframe AcceptableCheckInTimeframe

Acceptable Check-In Timeframe

Set the acceptable check-in time frame around the scheduled time of a work order to notify store employees when technicians check in too early or late:

• Under Early, set the earliest time in minutes or hours prior to the scheduled time.
• Under Late, specify the latest time in minutes or hours after the scheduled time.

To set the time, pick either Minutes or Hours in the dropdown, and then enter a value in the field.

• Minutes: Enter a number between 1 and 59.
• Hours: Enter a number between 1 and 24.

Anchor
CheckOutOptions CheckOutOptions

Check-Out Options

Under Check-Out Options, you can configure rules that determine the check-out flow:

• If techs get automatically checked out of work orders after the specified period of time
• Whether they can check out outside the acceptable GPS radius

Anchor
AutomaticCheckout AutomaticCheckout

Automatic Checkout

Choose whether you want technicians to be automatically checked out of work orders after being checked in for the number of hours you specify. Enabling this option allows you to avoid situations when a technician stays checked in for too long because they forgot to perform a check-out.

Anchor
ElectronicSignature ElectronicSignature

Requiring Electronic Signature

During the check-out process of completing a work order, you can decide on whether you want FTMs and/or Non-FTMs to add a Required Electronic Signature. Enabling this option allows you to provide an additional way for technicians to verify completion. You do have the option for making the Electronic Signature an optional step or disabling the step from the completion check-out process. When the Required Electronic Signature is enabled, there is the ability to add FTMs and Non-FTMs to an exception list, which means, they are not required to add the signature during the check-out completion process. Optional Electronic Signature allows the technician the choice to provide a signature while Disable Electronic Signature means they are not required to add one.

You can create a custom style exception list for your work order signatures. You can do so by:

1. Location
2. Provider
3. Trades
4. Categories
5. Priorities

The drop-down menu for each section allows you to select an exception to add work orders that will not require a signature. At any time, exceptions can be modified and removed.

Anchor
PreventCheckOut PreventCheckOut

Prevent Checkout Outside Geolocation Radius

Choose whether you want to prevent technicians from checking out of work orders outside the acceptable GPS radius via the ServiceChannel Provider mobile app.

Anchor
BadgeScanning BadgeScanning

Badge Scanning Options

A badge is a unique QR code generated for a technician’s work order in the ServiceChannel Provider mobile app that a location employee can scan to verify a technician’s identity before they can check in. You may empower location personnel to verify technicians by scanning their badges via the ServiceChannel Mobile app before granting techs access to a location. Learn more information in Site Access for SC Mobile.

Anchor
RequireBadgeScanOnCheckIn RequireBadgeScanOnCheckIn

Require Badge Scan on Check-In

Decide whether you want store personnel to verify a technician on-site by scanning their badges before they can start work on the service request.

Anchor
RescanExistingCheckIns RescanExistingCheckIns

Rescan Existing Check-Ins

Choose whether you want employees to rescan a badge of a technician who has recently checked into the same or another work order at the same location.

Anchor
RescanRepeatVisitors RescanRepeatVisitors

Rescan Repeat Visitors

Decide whether you want employees to rescan a badge of a technician who has previously checked in at the same location.

Anchor
OutsideOperationalHoursCheckIns OutsideOperationalHoursCheckIns

Outside Operational Hours Check-Ins

Select whether badge scanning is required for a technician who tries to check in outside of a store’s business hours.

Anchor
OutsideAcceptableTimeframeCheckIns OutsideAcceptableTimeframeCheckIns

Outside Acceptable Timeframe Check-Ins

Decide whether badge scanning is required for a technician who attempts to check in outside of a work order’s acceptable check-in time frame — the period of time around the scheduled time when a technician can clock in.

Anchor
OutsideGeolocationCheckIns OutsideGeolocationCheckIns

Outside Geolocation Check-Ins

Choose whether badge scanning is required for technicians who attempt to check in outside the acceptable GPS radius using the ServiceChannel Provider mobile app.

Anchor
AddExceptions AddExceptions

Adding Exceptions to Site Access Rules

When configuring site access rules for technicians, you may create exceptions to each rule and exclude specific locations, providers, trades, or any combination of them from the rule.