Location Preparation and Compliance for Site Access

We recommend facility operations communicate with their stores/locations staff to help prepare them to use Site Access with provider partners. 

Location Preparation

To prepare your locations to use Site Access, we recommend the following:

• Locations have ready access to SC Mobile: Especially when locations are experiencing high volume, location users should have a mobile device ready to scan each provider's badge. 

   Click here to learn how to download and access SC Mobile

  
  

  ⦿ How to download the SC Mobile App

  SC Mobile is accessible in both the Apple App Store or Google Play store. It is recommended to have your staff download and start using SC Mobile for work order management even before you actively begin using Site Access.

  1. Search for and download “ServiceChannel” in the App Store (Apple iOS) or the Play Store (Android).  

     

  2. Tap the SC Mobile icon on your device to launch the app. The Login page appears.
  3. Under the User Name tab, enter your ServiceChannel username and password.
     • To login with Single Sign On using a Mobile Access Code : Tap the Access Code tab, and then enter your Mobile Access Code. 
  4. Tap Done (on the keypad) or Login (on the screen). The Home page appears.

  See Navigating SC Mobile Modules Ifor detailed information on using the app.

• SC Mobile is kept up to date on all devices: As new functionality is built, work with your internal IT teams to regularly update SC Mobile for minimal disruption in the badge scan workflow.
• Communicate with your staff on the importance of scanning badges of all technicians, even the "regulars". Companies that use Site Access treat provider access as a part of their security measures. We recommend clear communication and proactive measures are put in place in order to facilitate smooth adoption of Site Access.
• Share with your staff key information to help check-ins run smoothly. The acceptable time frame set in Site Access Rules determines when a provider can check in, based on the Scheduled Date/Time. Give your teams those thresholds, as well as what to do when the Scheduled Date/Time must be moved to allow a provider to check in. 
• Empower your staff to help your providers onsite. There is a delicate balance between repair work and technician compliance with Site Access. While we also teach Site Access to provider partners, we also recommend store/location users become knowledgeable in the workflow in case a technician is stuck, so (s)he can check in as quickly as possible to do the work.

• Timing with turning on Site Access: As soon as the Badge Scanning function is turned on in Admin, scanning rules take effect immediately. Precisely-timed rollout is key so store/location users and provider partners are not caught off-guard.
  
  

  Location Users' Quick Reference Guide

  
  

   Click here to view the Quick Reference Guide

  This guide can be your store users' quick reference while onsite. It even has a QR Code for technicians to scan to receive their own help.

  Download the PDF and give to your store users.