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Using SC Provider Mobile with Refrigerant Tracking Management

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ServiceChannel Provider, or SC Provider, is a mobile application that is used by external field technicians to receive, view, and record parts usage as well as to check into and out of work orders dispatched through Service Automation.

Setting Up SC Provider for Internal Technicians

SC Provider is available for both iOS and Android devices and can be downloaded from their respective app stores.

Keep the SC Provider mobile app updated. This ensures that any new functionality is available.

External technicians who will be using SC Provider to manage and process work orders must have an account established for them in User Management before they can be assigned work orders, or they can request an account by first downloading the SC Provider application and then requesting access.

Adding Technicians to SC Provider

⦿ How to Create a Technician Account for SC Provider
  1. Navigate to AdministrationUser Management.

  2. Click Invite User.

  3. Complete both the Basic and Access forms, and then click Invite.
    You will receive confirmation that the invitation has been successfully sent.

Each technician needs a ServiceChannel Provider account to receive and process work orders. Technicians are informed by email when they have been invited to set up an account. Each technician has to respond to the invitation by clicking Start Now in the invitation email that they receive. See Being Invited to Use SС Provider for a detailed instruction.

Acknowledging Compliance Statement

When checking out of a Planned Maintenance work order where a leak inspection is conducted, your client can enable an acknowledgement compliance statement that verifies the work that was completed was done in compliance. You must acknowledge the statement in order to complete the process.

⦿ How to Acknowledge Compliance Statement SC Provider Mobile
  1. Check-out of the work order 

  2. Select the leak verification method(s)
  3. Click yes to the leak question
    selecting leak verification

  4. Click the Confirm button to continue
  5. Click the radio button to confirm the Compliance Acknowledgement
    acknowledging compliance statement
  6. Click the Confirm button to proceed

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