Site Access

The Site Access functionality empowers you to improve the on-site technician compliance and increase the transparency of the check-in/out process.

Users with the Site Access Admin secondary role can configure site access rules that affect the following:

• Whether technicians need to log in to ServiceChannel Provider with their technician account or they can use a PIN instead before checking into work orders
• If technicians can use the IVR system to perform a check-in
• Whether a custom message is displayed to those technicians who try to check in outside of the location’s operational hours
• If technicians can check in or out outside the specified geolocation radius — distance around a facility within which a technician is considered to be on-site
• Whether technicians are automatically checked out of work orders after the specified time period in case they didn’t perform a check-out

Should you have the Badge Scanning feature enabled, you may also set up rules that — if triggered — require a location employee to scan a technician's badge before they can check into a work order. Learn more about configuring the badge scanning options.

For more info on how store personnel can view scheduled-to-arrive and checked-in technicians, verify techs, or scan their badges using their mobile device, see Site Access for SC Mobile.