Designating Label and Reserve Ranks Positions

Owned by Lamont Eddins
Last updated: Jul 24, 2024

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:

  1. Location page: Select Provider, Trade, or Rank using the drop-down allows you to see the ranking along with the label reserve rank.
  2. 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
  1. Click the Reserved Ranks link to open the modal
    Reserved Ranks link

  2. Use the drop-down select a ranking

    You can select multiple rankings

  3. Use the drop-down arrow to select a label

    You can only add one Label Reserve Rank to a ranking

  4. Click the Add button to add the labels and ranks
  5. Click the Save button to finalize
⦿ How to Modify Label and Reserve Rank Position
  1. Click the Reserve Ranks link to open the modal
  2. Optional: Click the X next to specific label reserve rank or all label reserve ranks to remove from the list
  3. Optional: Use the drop-down to add more ranks and labels
  4. Optional: Click the Add button to update the ranks and labels
  5. Click the Save button to finalize

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