Aug 6, 2020 | Service Automation and Provider Automation RNs

Work Orders. Plus one feature for those of you who have the “Power User Lite” role enabled! You can now assign new providers to the WO trade and location combo right from the WOs list or details page. Click the arrow icon next to the Reassign button, and select Assign Provider.

Work Orders. The total amount you see next to the WOs count atop the WOs list is the total amount of invoiced service requests. Just to be sure we’re all on the same page with this number, we now clearly say this on the tabs for all, completed, and invoiced WOs.

Asset Manager. After exporting an Excel report on assets, you may have noticed some twisted facts in the file. Instead of the name of the person who deactivated an asset, you saw the name of the person who created it.

Locations & Provider Assignments. For those who had access to particular regions only, there was an issue with filtering locations by location ID, region, and district. The list of available filter options included those that were out of the permitted regions. We now make sure you see only those locations, regions, or districts that you’re authorized to see.

SC Provider. Some providers couldn’t clock in/out of work orders via the ServiceChannel Provider mobile app — an unspecified error occurred, blocking their work. The app is up and running again.

Supply Manager. Confirming the status of Supply Manager orders via email was a real no-go. After you selected an order status in the email, you faced an error.

Work Orders. No notes could be added to work orders if you opted for the Send a Copy to Myself checkbox and entered your email address when creating a note.

Work Orders. On the WOs list, you can check what FTM techs are assigned to a WO and who accepted it. Nothing new so far. But, with this release, once a technician accepts a WO, the tech’s name no longer disappears from the Tech Assigned section in the WO list view. You see their name in both the Tech Assigned and Tech Accepted sections.

Work Orders. The WO forwarding process was acting up: some work orders weren’t reassigned from one tech to another based on the forwarding rules configured in the Work Order Assignment section. The process is running smoothly again.

Work Orders. You couldn’t add a note to a batch of work orders in case you manually entered the recipient’s email address and opted to notify providers.