Reviewing Work Order Requests Before Submitting

Each service request allows you to review or edit the following information for accuracy and to attach photos and or videos, if permissioned and applicable:

Please, contact your ServiceChannel representative should you need to change the decimal point (.) to decimal comma (,) on non-monetary amounts, such as: 

  • Hours and Duration 
  • Quantity Amounts 
  • Weight. 

  1. Category: The overall classification of a work order (for example: Maintenance, Repair, or CapEx). Most work orders generated in Dashboard 2.0 will fall under the Repair category.
  2. Priority: The number of days from the Call Date the service provider should complete the requested work.
  3. Area / Problem Type / Equipment / Problem Code / Trade / Asset Type: Info associated with the work order. Review for accuracy.
  4. Work Order: Enter a customized work order number that relates to your internal purposes. 
  5. PO Number: Enter a customized purchase order number that relates to your internal purposes. 
  6. Label: Enter a name to associate a label with the work order.
  7. Assignee: Choose a name from the drop down to assign the work order.

  8. Weather Type: Specify a weather type from the drop-down menu to associate with the work order. 

    Dashboard Administrators can enable the features for Work Order, PO Number, Label, and Weather Type. Please see Request Confirm Tab in the Dashboard Administration settings for more information. 

  9. Troubleshooting Questions: Questions answered while creating the work order. Review for accuracy.

  10. Not-to-Exceed Amount: The maximum amount the service provider may charge for the service listed on the work order.

     Should you need to change the decimal point (.) to decimal comma (,) on monetary amounts, contact your ServiceChannel representative. 

  11. Estimated Sch. Date/Time: The approximate date and time the service provider should arrive at your location.
  12. GL Code: Can type in GL code if enabled.
  13. Repair Approval Code: Choose an approval code reason from the drop-down menu.
  14. Internal Work: Choose a code from the drop-down menu.

  15. Service Provider: The company assigned the work order.

    Should you have permission to change the provider, you may find that some companies on the providers drop-down list are grayed out. These providers were flagged as “Do Not Dispatch” by your admin in Compliance Manager and thus cannot be assigned new work orders. Read more about “Do Not Dispatch” providers.

    On the Request Confirm tab of your dashboard settings, as an admin, you can specify whether another service provider can be selected upon creating a new service request.

  16. Select file(s) to upload: The area where you can attach a picture related to the work order.
    • Recommended file extensions are .jpg, .png, .bmp., .gif, and .pdf.
    • The maximum file size of each upload is 30 megabytes (30 MB).
    • Provide a brief title or description of the attachment. (The maximum number of characters is 50.)

Reviewing the Confirmation Page

The confirmation page displays pertinent information about your work order:

  • Service Provider: The service provider assigned to your work order. This provider may need to use your location’s telephone in order to check-in and check-out. (See On Site Service Provider Check-ins and Check-outs for more information.)
  • Tracking #: Every work order is assigned a unique number for tracking and reporting purposes.