Go-Live Activities and Further Support

WEEK OF GO LIVE

Work Order Management

• Check your open WOs to make sure they are being routed to the right providers or internal teams

• Check your Actionable Landing Page daily to keep an eye on work orders, proposals, and invoices that need your attention

• Hear feedback from your locations and FM team for any gaps

• Reach out to ServiceChannel for help.

• Set up a filter assigned to your Internal FM Team to see work orders that are assigned internally

Providers

• Check Compliance Manager to make sure your trusted Providers are in your Network

  • Reach out to them personally if they have not finished their compliance

  • Make sure they are scheduled for free ServiceChannel training. Providers are notified of classes every day for 30 days, and we run 2-3 sessions per day

• Check your Provider Assignments to make sure all of your trades have Providers assigned to them

  • If you do not have a Provider to assign to a Trade, route your work orders to your Internal FM Team

  • If you don’t see a provider in the list, check your Compliance Manager > Invitations to make sure they are accepted into your private network

Admin

• Confirm user credentials and set up all new users

1-2 WEEKS AFTER GO LIVE

• Check work orders submitted by your location users to ensure they are leaving feedback on completed work orders (work orders in the “Pending Confirmation” status)

• Check Compliance Manager for any straggling Providers. Reach out to them personally if they have not finished their compliance

  • Make sure they are scheduled for free ServiceChannel training. Providers are notified of classes every day for 30 days, and we run 2-3 sessions per day

• Make sure the right people

1 MONTH AFTER GO LIVE

• Start looking at your Analytics Insites report to see your R&M spend