Setting up CIWO
After your ServiceChannel representative creates your CIWO Dashboard, getting CIWO up and running requires 2 main steps on your part: Creating and Uploading the CIWO Issue List and Creating your CIWO Pricing Template.
Issue List
Step 1
Download the CIWO Issue List here.
Step 2
For the CIWO Issue List, you need to fill out these 7 columns in the Issues tab. You DO NOT need to fill out the Areas or Conditions tab.
- Problem Group: Problem to associate with the work order.
- Equipment: This is going to be the location of the problem you are taking care of. Note: You cannot have dashes in this column.
- Problem Code: Enter the problem here. Be brief.
- Trade: Trade which the Problem Group is mapped to. ServiceChannel will accept only the trades that were pre-defined for the selected location. Admin > WO Properties > Trades/NTEs.
- Priority: Number of days from the Call Date the service provider should complete the requested work. ServiceChannel will accept only the priorities that were pre-defined for the selected location. Admin > WO Properties > Priorities.
- NTE: Payment amount that cannot be exceeded for work orders. ServiceChannel will accept only NTE values that were pre-defined for specific trades of the selected location. Admin > WO Properties > Trades/NTEs.
- Category: Classifications used to group different types of work orders ServiceChannel will accept only categories that were pre-defined for the selected location. Admin > WO Properties > Categories.
Step 3
Once you've filled this out, load this issue list and apply it to the CIWO dashboard. See Modifying an Issue List for further details.
Pricing Template
The CIWO Pricing Template contains all your agreed upon pricing, including taxes, for every location you are using CIWO. Fill out the pricing template and give it back to your ServiceChannel representative to upload.
Step 1
Download the CIWO Pricing Template here.
Step 2
Fill out:
- Subscriber ID: This is your unique customer ID.
- StoreID: Fill in store number for every line item. Repeat for each store that has a CIWO dashboard.
- ProviderID: This is your provider's unique ID. Add in providers who have already been assigned to this trade and location. See Locations and Provider Assignments for further info.
- Trade: Trade associated with the problem. This must be the same as the issue list.
Equipment:This column is comprised of what you put in the IL under Equipment and Problem Code and separated by a dash. Ex: Store Sidewalk is in Equipment column in the Issue List and 2-4 inches is in the Problem Code column in the Issue list. In the Pricing Template, you combine these as Store Side walk - 2-4 inches. Spelling and spacing must be exactly the same here.
- Tax: Add in tax here.
- Price: Put in your negotiated rate and include any taxes.
- Category: Fill in the same category from the Issue List.
- Priority: Fill in the same priority from the Issue List.
Step 3
Give the filled out CIWO Pricing Template to your ServiceChannel Representative to upload.
Every time you modify this pricing list, you need to upload the completely filled out list. It will not simply add to the current list, but will override instead.
Next, adjust your CIWO settings. Check out Managing CIWO Admin Settings.
