Leaving Work Order Reviews through Dashboard 2.0

1. Go to the Reviews Required tab. The list of work orders pending your review appears.
2. Find the work order you need to review.

3. Mark whether the work is complete or not.

   1.  To mark as complete:

      1. Select Yes next to the Is the work complete and to specifications? question. The section for star rating appears.
         
      2. Select the suitable number of stars to rate the provider’s work. The field for a comment appears.

      3. Enter a comment describing the quality of rendered services. The comment is mandatory if you rate the work with one or two stars.
         

         If additional survey questions are enabled for your company, the section with these questions shows up under the text field for a comment. Сlick View Additional Survey Questions (Optional) to answer the suggested questions.

         

         If you don’t have this feature, contact your ServiceChannel representative to learn how you can add such questions to the work order review workflow.

      4. Click Send Review. The work order moves to the Completed/Confirmed status.
   2.  To mark as incomplete:

      1. Select No next to the Is the work complete and to specifications? question. The field for a comment appears.
         

      2. Leave a comment explaining why the work is incomplete.
         

         If additional survey questions are enabled for your company, the section with these questions shows up under the text field for a comment. Сlick View Additional Survey Questions (Optional) to answer the suggested questions.

         

         If you don’t have this feature, contact your ServiceChannel representative to learn how you can add such questions to the work order review workflow.

      3. Click Send the provider back to complete the work. The work order moves to the In Progress status, and the provider receives a notification about the status reversal.

1. On the list of work orders awaiting your review, click Details next to the desired work order. The work order details page opens.
2. Click Add New Work Order Note. The overlay for adding notes appears.
   
3. Enter a note into the corresponding field.
4. (Optional) Select the Action Required checkbox if you want the note recipients to take further action.

5. In the Choose Recipient field, select a person who should be notified. Their email addresses appear in the text field below.
   

   To select several people at once, hold Ctrl for Windows and Command ⌘ for macOS, and then click the desired names.

   Should you want to notify more people, enter their email addresses into the text field right under the recipients list.

6. (Optional) Click Choose Pictures and Files to Upload, select the file, and click Open.
7. Click Add Note.

The note gets added to the work order and appears on the work order details page.