Title: Service Automation Core Modules  
Owner: Chellie Esters
Creator: Jing Tong Sept 04, 2018
Last Changed by: Chellie Esters Jul 06, 2023
Tiny Link: (useful for email) https://servicechannel.atlassian.net/wiki/x/RYDNGg
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SCUniversity | Providers (3)
    Page: Filtering Work Orders
    Page: Formatting Alert: UTF-8 Format Required
    Page: Viewing the COVID-19 Safety Acknowledgement
SCUniversity | Facility Teams (120)
    Page: 2021 R2 Release: Client Webinar
    Page: 2021 R3 Release: Client Webinar
    Page: 2021 R4 Release: Client Webinar
    Page: 2022 R1 Release: Client Webinar
    Page: 2022 R3 Release: Client Webinar
    Page: About Decision Engine and Invoices
    Page: About Proposal Details View
    Page: About Service Provider Check-Ins and Check-Outs
    Page: About the Invoice Module in Dashboard 1.0
    Page: About the Invoices List View
    Page: About the Projects Module
    Page: Accepting Work Orders in SC Provider
    Page: Adding and Editing Users
    Page: Adding and Managing Work Order Labels from the List View
    Page: Adding and Removing Checklists and Checklist Items
    Page: Adding Assets
    Page: Adding Asset’s Meter Reading Data
    Page: Adding Attachments from the List View
    Page: Adding Locations and Assets to a Planned Maintenance Service
    Page: Adding Notes and Media Attachments
    Page: Adding the Audit Type and Uploading the Site Audit Template
    Page: Alerts and Messages
    Page: Analytics
    Page: Approving, Disputing and Rejecting Invoices in Dashboard 1.0
    Page: Assigning Proposals from the List View
    Page: Azure AD Configuration Example
    Page: Canceling a Work Order in Dashboard 2.0
    Page: Changing the Scheduled Date of a Work order
    Page: Company Settings - Reviewing Permissions
    Page: Configuring Invoice Auto-Approval
    Page: Configuring MLI Approval Permissions for a User
    Page: Configuring MLI Rules
    Page: Configuring MLP Approval Permissions for a User
    Page: Configuring Project Types and Categories
    Page: Contact Info and Exclusion Settings
    Page: Creating a RFP Task
    Page: Creating a Service Provider Profile
    Page: Creating a Service Request from the Map View
    Page: Creating Proposals from the List View
    Page: Dashboard Administration
    Page: Decision Engine and Invoice Asset Intelligence
    Page: Details by Location Tab
    Page: Downloading the Accrual Report
    Page: Excel Report on Refrigerant Leak Events
    Page: Exporting Location Note Headers
    Page: Field Tech Manager
    Page: Filtering an Analytics Dashboard
    Page: Filtering and Searching for Payment Batches
    Page: Filtering and Searching for Proposals
    Page: Filtering Invoices Using Auto Approval Toggle Switch
    Page: Generating Planned Maintenance Reports
    Page: Guided Troubleshooting
    Page: Identifying Dashboard 1.0 Segments
    Page: Initiating Work Order Reviews Through Email
    Page: Integrating ServiceChannel Provider with Refrigeration Tracking Management
    Page: Interactive Troubleshooting Questions and Messages in Dashboard 1.0
    Page: Inviting Internal Technicians
    Page: Invoice Reports
    Page: Linked Workorders Tab
    Page: Location Preparation and Compliance for Site Access
    Page: Managing Active Service Providers
    Page: Managing an Inactive Service Provider from the Profile Page
    Page: Managing Attachment Templates on a Work Order
    Page: Managing Attachments for a Location
    Page: Managing Blocked Service Providers
    Page: Managing Business Hours and Holidays for a Location
    Page: Managing Locations
    Page: Managing Priorities
    Page: Managing Proposals from the List View
    Page: Managing Provider Assignments for a Location
    Page: Managing Site Access Rules
    Page: Managing the Wiki for a Location
    Page: MLI Audit Report
    Page: Modifying Proposals from the List View
    Page: MVC Migration - Webinar and FAQ
    Page: Navigating Analytics
    Page: Navigating Invoice Lists in Dashboard 1.0
    Page: Navigating Service Automation
    Page: Operational Report Tab
    Page: Override Tab
    Page: PM Upcoming WO - Details Tab
    Page: Priority Analysis Tab
    Page: Projects Module
    Page: Proposal Acceptance Percentage Report Tab
    Page: Reassigning a Work Order from the Details View
    Page: Refrigerated Asset Charge History
    Page: Refrigeration Administrator Set Up
    Page: Resolution Time Analysis Tab
    Page: Resolving Duplicate Work Orders and Repeated Issues in Dashboard 1.0
    Page: Resolving Invalid Badges and Badge Scans
    Page: Reviewing a Service Provider’s Profile
    Page: Reviewing an Asset's History and an Asset's Repair History
    Page: Searching for and Sorting Agreements
    Page: Searching for Users in the Permissions Module
    Page: Sending Text Messages to Technicians Granted Access
    Page: ServiceChannel Mobile
    Page: ServiceChannel System Requirements
    Page: ServiceChannel-ServiceNow Integration
    Page: Setting Up Planned Maintenance Work Orders for Asset Meter Reading
    Page: Setting Up Single Sign On
    Page: Site Access Administrative Role
    Page: Site Planning Manager Terminology and Scenarios
    Page: Spaces on Dashboard in Dashboard 2.0
    Page: Taking Action on Decision Engine Proposals
    Page: Taking Action on Proposals from the List View or About Proposal List View
    Page: Updating Service Provider Check-In/Out Information
    Page: Using Contractor Match
    Page: Using Decision Engine to Review Service Automation Invoices with Asset Intelligence
    Page: Using MLI Templates
    Page: Using Templates to Create Projects
    Page: Using Templates to Update Information for All Locations
    Page: Validating Assets
    Page: Viewing and Downloading Assets Meter Reading Data
    Page: Viewing Asset Summary
    Page: Viewing Inventory Locations and Parts
    Page: Viewing Refrigerant Leak Event
    Page: Viewing the Invoice History in Dashboard 1.0
    Page: Viewing the Search Results Page
    Page: Viewing Weather Events in the Work Order Map View
    Page: Viewing Work Order Assignments
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  • Only users in group scu-team can edit this page. (set by Chellie Esters at Dec 16, 2020 14:31)
  • Only Chellie Esters can edit this page. (set by Chellie Esters at Dec 16, 2020 14:31)