ServiceChannel Administrators may customize the Actionable Landing Page (or Home page) settings to adjust the time thresholds for when metrics appear.
Note: Actionable Landing Page settings affect all corporate users under your Subscriber ID.
Customize Your Homepage Settings
you may customize the following:
- Filters: ALP natively hosts filters for Trades, Categories, Regions, and Districts. You may also include one additional filter from your searchable or private Location Note Headers. For example, you may have a Location Note Header named “Brands” that differentiates your lines of business. You may add “Brands” as a filter, and your users may use selections under “Brands” to filter appropriate work orders.
- Note: Location Note Headers marked as either Searchable or Private will appear in the ALP setting. Also, data in Location Note Header fields should be spelled exactly the same whenever used. Differences in spelling will result in multiples appearing in the list.
- Metric Thresholds: Timings for both Emergency and non-emergency work orders are configurable based on your company's desired workflow and needs. For example, you may set the Dispatch Not Confirmed metric to show emergency work orders not confirmed after 30 minutes, and non-emergency work orders not confirmed after 1 day.
ServiceChannel recommends adjusting these filters and thresholds according to your workflow and business needs.
⦿ How to customize Actionable Landing Page Settings
- On the Actionable Landing Page, click the gear icon to display the Customize Your Homepage Settings.
- (Optional) Under the Filter by, select the desired Location Note Header.
- Under each desired metric, enter the numerical amount of time in the text fields, and choose Min (minutes), Hr (hours), or Days for both Emergencies and Non-Emergencies.
- For Late to Arrive, also choose either before or after.
- Click Save. The metrics will adjust automatically.
Actionable Landing Page Filters and Metrics
The following metrics may be adjusted on the Actionable Landing Page for both emergency and non-emergency work orders and proposals:
- Work Orders
- Dispatch Not Confirmed: The number of work orders in the Open status, yet to be confirmed by the assigned service provider(s).
- You may set this metric to trigger after the work order was sent to the provider, in minutes, hours or days, for both emergency and non-emergency work orders.
Example: You may want to set this metric to trigger 1 hour after an emergency work order has been placed, so you can proactively follow up or reassign it to another provider. You may also want to set this same metric to trigger 1 day after non-emergency work orders were placed, so to take the appropriate actions.
- You may set this metric to trigger after the work order was sent to the provider, in minutes, hours or days, for both emergency and non-emergency work orders.
- Late to Arrive: The number of work orders in the In Progress/Dispatch Confirmed status, for which the assigned provider(s) have not checked in to the appropriate location(s) based on the scheduled date/time.
- You may set this metric to trigger either before the scheduled date/time or after the scheduled date/time, in minutes, hours, or days, for both emergency and non-emergency work orders.
- Example: You may want to set this metric to trigger 30 minutes before the scheduled date/time for emergency work orders, so you can proactively follow up. For non-emergency work orders, however, you may be comfortable with this metric triggering 2 hours after the scheduled date/time, so to take the appropriate actions.
- You may set this metric to trigger either before the scheduled date/time or after the scheduled date/time, in minutes, hours, or days, for both emergency and non-emergency work orders.
- Dispatch Not Confirmed: The number of work orders in the Open status, yet to be confirmed by the assigned service provider(s).
- Proposals
- Waiting for Quote: The number of work orders in the In Progress/Waiting for Quote status that is linked to proposals, for which facility operations are waiting for a service provider to submit the proposal(s) for the related work order(s).
- You may set this metric to trigger after the work order was sent to the provider, in minutes, hours or days, for both emergency and non-emergency work orders.
- Example: You may want to set this metric to trigger 3 days after the provider places the work order in the Waiting for Quote status, so you can proactively follow up.
- You may set this metric to trigger after the work order was sent to the provider, in minutes, hours or days, for both emergency and non-emergency work orders.
- Pending Approval: The number of work orders in the In Progress/Waiting for Approval status that is linked to proposals, for which the assigned service provider(s) are waiting for facility operations to approve the submitted proposal(s).
- You may set this metric to trigger after the work order was sent to the provider, in minutes, hours or days, for both emergency and non-emergency work orders.
- Example: You may want to set this metric to trigger 7 days after the provider submits a quote, so you can follow up with an approval.
- You may set this metric to trigger after the work order was sent to the provider, in minutes, hours or days, for both emergency and non-emergency work orders.
- Waiting for Quote: The number of work orders in the In Progress/Waiting for Quote status that is linked to proposals, for which facility operations are waiting for a service provider to submit the proposal(s) for the related work order(s).
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