To support external and internal (FTM) providers rankings, there are context-based label that can be applied to help manage and navigate the provider list for each trade. The Label and Reserve Rank Positions can reduce errors and save time when it comes to assigning providers, ranking them, and selecting a provider when creating work orders. It also helps with ensuring high quality services from your clients and satisfaction on your side. When labels are added and applied, they appear on the Provider Assignment page where each trade and their assigned provider will have the specific label next to it. Label Reserve Ranks are not based on specific providers but rather where they are ranked in the order along with the label reserve ranking order. Label and Reserve Rank Positions can be modified and removed at any time.

Label Reserve Ranks are pre-determined and cannot be created.

Labels added onto work order are not associated with Label and Reserve Rank Position

Searching for Label and Reserve Rank Positions

When using the filter option, there are two specific ways in which label and reserve rank positions can be located and offers a visual of those rankings. The filter options are:

Location page: Select Provider, Trade, or Rank using the drop-down allows you to see the ranking along with the label reserve rank.
Provider Assignment page: The label filter allows you filter the Provider Assignment table by selecting a specific label reserve rank.

⦿ How to Add Label and Reserve Rank Position

Click the Reserved Ranks link to open the modal
Use the drop-down select a ranking

You can select multiple rankings
Use the drop-down arrow to select a label

You can only add one Label Reserve Rank to a ranking
Click the Add button to add the labels and ranks
Click the Save button to finalize

⦿ How to Modify Label and Reserve Rank Position

Click the Reserve Ranks link to open the modal
Optional: Click the X next to specific label reserve rank or all label reserve ranks to remove from the list
Optional: Use the drop-down to add more ranks and labels
Optional: Click the Add button to update the ranks and labels
Click the Save button to finalize

In this Article

Related Articles

Page:

Adding Location-Based Events to a Cloud Calendar
Page:

Assigning Providers from the Locations List
Page:

Designating Label and Reserve Ranks Positions
Page:

Managing Landlord Responsibility Overrides
Page:

Managing Locations Landlord Responsibility Overrides
Page:

Managing Provider Assignment Gaps
Page:

Managing Provider Assignments and Ranks
Page:

Managing Provider Assignments for a Location

Browser not supported