Leaving Work Order Reviews through Dashboard 2.0

Leaving Work Order Reviews from the Dashboard

All work orders requiring your review list in the Leave Review page of your dashboard. In addition to adding reviews, from the Leave Review page, you may also add a note or download the work orders.

When you leave review on work orders through the dashboard, your history of reviews is stored. You may view your review history as well as that of other users for service providers assigned to your locations.

Should you need information on the legacy Feedback system, see Providing Feedback on Work Orders.

⦿ How to Leave Review through Dashboard 2.0

On your dashboard, click the # Leave Review tab. All work orders requiring review appear.
Mark a work order’s completion:
1. To mark as Complete:
  1. In the desired work order listing, select Yes in the Is Work Complete? Section. The Select a Star Rating field appears.
  2. Select the appropriate number of stars.
  3. (Suggested) Enter comments describing the quality of service.
  4. Click Send Review. The page refreshes, and a grey check mark appears next to “x Stars chosen”, where x is the number of stars chosen.
2. Mark the work as incomplete:
  1. In the desired work order listing, select No in the Is Work Complete? section. The Leave a comment box appears.
  2. Enter a comment explaining why the work is incomplete and click Send the provider back to complete the work button. The work order moves back to In Progress status and the service provider receives a notification to contact the location, along with information on the status reversal.
Repeat step 2 for all desired work orders.

Adding a Note from the Leave Review Page

Before you leave review on a work order, should you want to add any note to the work order, you may so do from the Leave Review page.

⦿ How To Add a Note from the Leave Review Page

In the list of work orders awaiting review, click Details next to the desired work order. Click Add New Work Order Note. The Add a Note for <Tracking #> pop-up appears, with your name autofilled. If not, enter your full name.
Enter the Note.
In the Choose Recipient field, select the appropriate recipient(s) to email your note. (To select more than one person, hold Shift or the Control key (PC) / Command key (Mac), and then click the desired names.)
(Optional) Enter additional email addresses in the Enter Email Address(es) Here field.
(Optional) Upload attachments and enter appropriate descriptions (if necessary).
Click Submit. The note gets added to the work order.

Downloading Work Orders Awaiting Review

To download an Excel report of the work orders awaiting review, click the Export to Excel button. Work order details such as the tracking number, problem details, NTE, and troubleshooting download to your device.

In this Article

Related Articles

Page:

Feedback for Work Orders (Legacy) through Dashboard 2.0
Page:

Feedback for Work Orders in Dashboard 1.0
Page:

Initiating Work Order Reviews Through Email
Page:

Leaving Feedback on Work Orders in Dashboard 2.0
Page:

Leaving Work Order Review from Dashboard 1.0
Page:

Leaving Work Order Reviews through Dashboard 2.0
Page:

Provider Review History in Dashboard 1.0
Page:

Provider Review History in Dashboard 2.0