Upgrading from Dashboard 1.0 to 2.0
In the coming months, Dashboard 1.0 will sunset, and Dashboard 2.0 will shine its light.
Dashboard 2.0 is a faster, more interactive experience for store employees. With this upgrade your team can:
- enter work orders faster using Keyword Search and find work orders faster with Work Order Search.
- get to the root of the problem with Guided Troubleshooting and save on costs for minor issues using Problem Solved and Analytics.
- review providers while rating their work with Star Ratings and get richer provider feedback with Custom Feedback Questions.
Watch the overview on Dashboard 2.0 below.
Getting Started with Your Upgrade
Dashboard 2.0 gives users a smoother, faster interface to enter and find work orders. This page will help you understand these better so you can work with your Customer Success Manager to upgrade your locations' work order creation experience.
Below, see how basic navigation works, and how to brand your dashboard with your own logos, images, and colors.
Basic Navigation
- Use either the top menu icon or the tabs to access various pages.
- The new tabs allow users to quickly visualize how many counts are in each section (for example: number of open work orders or number of pending confirmations waiting for review).
- The main content display area shows the tab the user clicked.
- Bell icon shows/hides messages such as landlord information or store information.
- Easy drop-down switch to different Dashboards while logged into the same location (for users with access to multiple Dashboards),
- Easy drop-down switch to a different location's Dashboard (for users with access to multiple dashboards).
- Click the X to logout of Dashboard 2.0.
Branding Your Dashboard
We can brand Dashboard 2.0 to show your logo and location images. This image is an example of the layout with notes on the components. Here is what we'll need from you:
- Image Format. The JPG image format works best, but we can also work with PNG, TIFF, and other image formats.
- Your Company Logo. The minimum size is 225 x 50 (width x height). Logos should have a 4:5 ratio.
- Your Banner Image. Dashboards look better with an image than without, but it is optional. The image size accepted is 1920 x 1080. Horizontal images work best.
- Your Brand Colors (Optional). If you have company branding guidelines with the exact colors (RGB/CMYK/HEX) we will take them. If not, no worries — we will use the colors from your logo to brand your Dashboard.
Once we brand your Dashboard, we will proof it with you in our sandbox. Let us know any tweaks you want. When the color scheme is ready and you're ready to roll it out to your locations, we will move it to the main (production) site.
Converting Your Issue List
We will take your existing Issue List and convert it into the new Issue List with Guided Troubleshooting template. Your fields will remain the same, but they will now have the flexibility to add more interactive questions, decision trees, internal problem-solving, and rich media. Your Customer Success Manager will help you with this task.
Custom Menu Links
Your custom links will be updated (where necessary) and transferred over to Dashboard 2.0. Your Customer Success Manager will help you with this task.
Key Features in Dashboard 2.0
Let's take a look at some of the features that are in Dashboard 2.0:
Keyword Search: Enter work orders faster
- Use Keyword Search to assist in work order creation.
- All issues with matching keywords will appear
- Make a selection and all remaining fields will automatically fill the 4 drop-down menus
- Users can still create requests using those drop-down menus
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Work Order Search: Find work orders faster
- Search for work orders from the past 36 months (instead of the past 24 months on Dashboard 1.0)
- Filter results by status, priority, trade, category, and label, and include future work orders generated by the Planned Maintenance module
- Use the Search field to lookup individual work orders by tracking number
Guided Troubleshooting: Get to the root of the problem
Set up interactive questions with media to guide users to add more context to the issue
- Setup overrides by Trade, Category, and/or Priority based on what is selected
- Add more details to areas within the location
🎥 Watch Guided Troubleshooting in action
🎓 Learn more in ServiceChannel University
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Problem Solved and Analytics: Save on costs for minor issues
Set up interactive questions, messages, or media for work orders that require self-troubleshooting first, before submitting a work order
- The Problem Solved button allows user to mark that they have solved the issue internally
- Analytics tracks these Issues and avoided costs/cost savings
Star Ratings: Quality and timelines of service
- Mark the work order for completion and rate the performance of the provider at the same time using a star rating system
- Rate your provider’s work on a five-star scale: anything 2 stars or below flags the work as Unsatisfactory and is sent back to the provider
- Star Ratings is also available in SC Mobile
- Feedback data is available for you to review in Analytics
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Custom Feedback Questions: Get richer provider feedback
- Incorporate your own custom questions as part of the feedback to get richer information on evaluating providers
- Define up to 5 custom questions to ask (e.g. Was the repair completed with high quality? Was the overall experience positive?)
- Responses are available for download by both corporate and location users
- Users can also answer custom questions in SC Mobile
What's Next?
Gather your logo and branded image, and contact your Customer Success Manager to etch out a customized upgrade plan.
