The Actionable Landing Page (or "ALP") is designed to bring the most actionable work orders to the forefront to help you be more proactive, such as reassigning work orders, approving proposals, following up with providers who are late to arrive to fix an issue, and work orders awaiting action. The ALP displays metrics in looks, organized by work orders, proposals, invoices, and QuickView (should you configure your ALP with it.)
The metrics on the Actionable Landing Page automatically refresh every 5 minutes.
By default, the Actionable Landing Page shows all non-maintenance work orders/proposals/invoices created within 45 days of the scheduled call date.
Should you need to change the decimal point (.) to decimal comma (,) on monetary amounts, contact your ServiceChannel representative. |
The Actionable Landing Page displays the following metrics:
Work Orders
Work Required |
|
In Progress |
|
Awaiting Action |
|
Proposals
Pending Approval: The number of proposals where service providers are waiting for facility operations to approve the submitted proposal(s).
Invoices
My Invoices: The number of invoices assigned to you, along with the total amount in your configured currency.
Completed Not Invoiced: The number of work orders in the Completed/Confirmed status not invoiced by the provider. Work orders completed by internal technicians are not included in this metric. This metric does not include work orders with a $0 NTE.
Open/Reviewed: The number and the total dollar amount of all open invoices for locations that you have the rights to view.
By clicking a metric, you can drill down into the associated work orders and take appropriate action.
Users with Admin and Super Admin role permissions may adjust the threshold of when work orders and proposals appear on this dashboard. See Configuring the Actionable Landing Page for more information. |
The following work orders and proposals will not appear in the results:
Work orders in the “Maintenance” category are automatically filtered out of Actionable Landing Page (ALP) results. You can turn on the Maintenance filter to include work orders in that category.
Closed locations are excluded from ALP results. "Closed" is defined as any location with a closed date entered, even if that date is in the future. (See Closing or Deleting a Location for more information.)
Proposals not linked to work orders (for example, proposals generated from a standalone RFP) will not appear on the Actionable Landing Page.
Locations not linked to a region will not appear in ALP results. Best practice is to ensure all of your locations are assigned to regions.
Filters to drill down the metrics by trade, category, region, district, location note headers, and/or service provider are now in the Landing Page Settings in the gear icon. |