Configuring Mobile Apps Settings

Owned by Jing Tong (Unlicensed)
Last updated: Jun 10, 2020 by Anastasia Troichuk (Unlicensed)
3 min read

In the Mobile section, you can configure the following settings for the ServiceChannel mobile apps:

Managing Mobile Access Codes for SC Mobile

People who connect to Service Automation via their company intranet can sign in to the ServiceChannel Mobile app using our mobile access code system. But before that, admins should specify what type of employees can generate mobile access codes: all users without exceptions or all users excluding dashboard users.

Alternatively, admins can disable mobile access codes for SC Mobile.

Single sign-on settings for SC Mobile in admin settings

⦿ How to Activate Mobile Access
  1. Click the menu icon in the upper-left corner, and select Admin > Permissions > Mobile. The page with the mobile apps settings is displayed.
  2. In the ServiceChannel Mobile section, select who should be allowed to use the mobile access code system:

    1. All Users Excluding Dashboard Only Users: Only corporate users can generate mobile access codes. Dashboard only users won’t have this option available.

      Corporate users are people who land on the Actionable Landing Page (ALP) upon login.
      Dashboard only users are those who go directly to their Dashboard once logged in and don’t have access to Service Automation as corporate users.

    2. All Users: Both corporate and dashboard only users will have the option to generate mobile access codes.
  3. Click Save under the ServiceChannel Mobile section.

When corporate users are allowed to generate their own access code, they can find the Mobile Access Code item in the upper-right menu. They can get a code there and use it to log into the ServiceChannel Mobile app.

Section for generating mobile access codes in Service Automation

As for dashboard users, they can find the Mobile Access Code section in the hamburger menu of their dashboard — provided that their admin granted this permission to them.

Learn more on how to generate mobile access codes for both corporate and dashboard users.

⦿ How to Deactivate Mobile Access
  1. Click the menu icon in the upper-left corner, and select Admin > Permissions > Mobile. The page with the mobile apps settings is displayed.
  2. In the ServiceChannel Mobile section, select the No Users radio button. Neither corporate nor dashboard users will be able to generate mobile access codes.

Requesting Digital Signatures Upon Check-Out

When technicians check out of a work order via SC Provider, you can prompt them to obtain a digital signature of a staff member that works at the service location. That may be required to confirm the job is done or the check-out information is correct.

Digital signature settings for SC Provider in admin settings

⦿ How to Manage Digital Signatures
  1. Click the menu icon in the upper-left corner, and select Admin > Permissions > Mobile. The page with the mobile apps settings is displayed.
  2. In the GPS Check-In section, select one of the following radio buttons:
    1. Use This Message if you want a technician to request a digital signature from the location staff when checking out.
      In SC Provider, the Capture Signature? toggle is set to Yes when providers check out of a work order.
      Capture Signature toggle set to Yes on the check-out screen of SC Provider

      The captured signature is added to a work order as an attachment. You can open the file either from the work order list view or from the detailed view in Service Automation.

    2. Do Not Use This Message if requesting a digital signature is not mandatory.
      In SC Provider, the Capture Signature? toggle is set to No when providers check out of a work order.
  3. Click Save under the GPS Check-In section.

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