{"type":"doc","content":[{"type":"mediaSingle","attrs":{"layout":"center","width":30.0},"content":[{"type":"media","attrs":{"width":4131,"id":"339bc3f9-7c34-47ba-b25d-8afd89bfd518","collection":"contentId-2463793358","type":"file","height":638}}]},{"type":"paragraph","marks":[{"type":"alignment","attrs":{"align":"center"}}],"content":[{"text":"We’re excited to bring you these new features and enhancements to ring in the new year.","type":"text","marks":[{"type":"strong"}]}]},{"type":"paragraph","marks":[{"type":"alignment","attrs":{"align":"center"}}],"content":[{"text":"🗝","type":"text","marks":[{"type":"textColor","attrs":{"color":"#0747a6"}},{"type":"strong"}]},{"text":" = Contact your Customer Success Manager to unlock this feature.","type":"text","marks":[{"type":"strong"}]}]},{"type":"rule"},{"type":"rule"},{"type":"extension","attrs":{"layout":"default","extensionType":"com.atlassian.confluence.macro.core","extensionKey":"html-macro","parameters":{"macroParams":{"__bodyContent":{"value":"\n\n\n \n\n\n\n \n\n\n\n

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Filter Work Orders Without Recent Activity

Quickly identify work orders that have not been updated recently

Work Order Manager

To avoid disappointing customers, it’s important to accelerate aging work orders that aren’t getting resolved promptly. You now have the option to filter work orders based on a lack of recent activity. By doing so, you can ensure that neglected work orders get the attention they need—and that customers are not left waiting. \n

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No Work Order Activity

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Capture Duplicate WO Avoidance

Save time and money by identifying duplicate WOs

Dashboard

The Service Request Dashboard helps you avoid creating duplicate work orders by showing similar work orders during the request process. Now the dashboard has been improved to provide more visibility into potential duplicate work orders. You can stop the work order creation process when a duplicate is identified, which avoids the wasted time and cost of an extra dispatch. You can also track and report on savings from avoided work orders in the Problem Solved Dashboard.

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\n $\"Duplicate$ \n

Duplicate Work Order Avoidance

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🗝 Reassign Providers with Critical Alerts

Keep things moving by automatically reassigning work orders to other providers

Notifications & Collaboration

Critical Alerts are a powerful tool for automatically getting notified and taking action when operations are at risk. Now you can use the Critical Alerts business rules to specify situations when you want to automatically reassign a work order’s provider. For example, if high-priority work orders sit idle without confirmed dispatch, you can automatically reassign them to the next ranked provider or to your FM team. With Critical Alerts, you can be confident that critical work orders aren’t slipping through the cracks and impacting your business.

Contact your CSM for assistance with this feature.

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Improved Performance in Analytics

Make faster decisions with faster reporting

Analytics

When you need answers, you go to Analytics to find them in your data. We’re making major improvements to the performance of reporting on March 8, so you can get your answers with less waiting. This does not affect the appearance or results of reports or dashboards.

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New Navigation Bar in Analytics

Easier access to standard and custom dashboards

Analytics

We’re making it easier for you to access the dashboards you use most often. The Browse menu item currently at the top of the screen will move to the left-side navigation starting February 23. With the Boards section in the new left navigation, you can save shortcuts to your favorite reports, including pre-filtered dashboards and custom dashboards. If you have questions, please ask your CSM.

View the images below to compare the current, legacy look and the new look:

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\n $\"Here$ \n

Here is the current legacy look.

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\n $\"Here$ \n

Here is the new navigation as you first login. The quickest way to view your Standard Dashboards menu is to click on the Standard Dashboards menu under Boards. Additionally, it is possible to find the Standard Dashboards in the Folder Menu.\n

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Once expanded under Boards, the Standard Dashboard menu is available as shown.

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Note that it is possible to create and add your own boards to the navigation menu. Boards may consist of any combination of Standard Dashboards, Custom Dashboards and/or Reports. You can also add links to pre-filtered Dashboards to your boards - reach out to your CSM for details.

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🗝 Negative Amounts on Required Line Item Invoices

More accurate, transparent invoicing from providers

Invoice Manager

For detailed visibility into your costs, you can require providers to enter line items on their invoices, such as labor and material. With this update, the line item amount can now be negative, such as a credit, to handle more billing situations.

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\n $\"Negative$ \n

Negative Amount on Invoice for Labor, Travel, Material and/or Other

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Planned Maintenance Template: Additional Approval Code Field

Save time by specifying additional approval codes before bulk work orders are generated

Planned Maintenance & Contracted Services

By using the Planned Maintenance template, you can save time by creating PM work orders in bulk. Now you can save even more time by specifying additional approval codes in the Planned Maintenance template prior to work order creation. This ensures that the correct codes are added to work orders before they’re generated, rather than having to enter them manually afterward.

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🗝 Refrigerant Tracking Dashboard

Improve sustainability by proactively monitoring refrigerant assets and open leak events

Refrigerant Tracking Manager

Refrigerant open leak events are extremely costly for your brand and add to the dangers of global warming. Decrease costs and improve your facilities’ compliance by closely monitoring every refrigerant asset, open leak event, and your corporate leak rate of greenhouse gases in one place.

Refrigerant Tracking Dashboard is in Limited Availability. Want to be among the first to test it out? Contact your CSM to take a test drive.

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\n $\"Refrigerant$ \n

Refrigerant Tracking Dashboard

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Refrigerant Tracking Dashboard

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Automatically Disable Inactive Accounts

Improve security by locking dormant user accounts

Admin

User accounts that have been inactive on the ServiceChannel platform will now become automatically disabled as inactive accounts. While you can set a custom time limit for accounts to be disabled, the system will default to 6 months of inactivity. The inactivity clock will start counting after the release of this feature.

This is a system-wide setting for all subscriber users and cannot be disabled.

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Retrieve the Inventory Picking List

Save time during inventory item transfer with a downloadable inventory parts picking list.

Admin

Getting ready to transfer inventory items to another location? You can download or print the list of parts to be picked off the shelves — right from the Transactions tab of Inventory Manager.

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🗝 Planned Maintenance Service: Equipment Type Field

Track PM spend based on the equipment or asset being serviced

Planned Maintenance & Contracted Services

Your front-line team can now specify an equipment type when creating or editing a Planned Maintenance service. When a work order is generated from a PM service, the specified equipment type will be automatically populated, so that you can easily report on spend related to assets like parking lots, roofs, or landscaping.

Contact your CSM for assistance with this feature.

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Calendar Integration for Work Orders by Location

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Keep track of upcoming work orders on your location’s calendar

Admin

Do you use a digital calendar to plan your location schedules? With Location Work Order Calendar Integration, you can sync a location’s work orders to your calendar of choice (iCalendar format or Google Calendar). This gives staff at each of your locations increased visibility into upcoming work orders as they balance day-to-day schedules and help prevent disruption to the customer experience.

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Filter by Module

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Filter by Package

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Filter by Need

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