Creating a Work Order in SC Mobile
Creating a New Work Order
A work order is a ticket that is dispatched to a service provider to perform repair or maintenance services. Generally, a work order details what the issue is, where the issue is, and when to go to a location, as well as the maximum cost allowed. In SC Mobile, you can view, track, and manage work orders to stay informed of their progress.
SC Mobile settings now match your personal dashboard configuration! Images shown here might look different than what you see based on your settings. Check with your dashboard administrator if you need yours configured differently. See Modifying Dashboard Settings for further instructions.
- Use either Locations or WOs to navigate to creating a work order.
- (From Locations):
- On the SC Mobile home screen, tap Locations. The list of locations to which you have access appears.
- Search for and tap the desired location.
- Tap New WO. The Create WO screen appears.
- (From WOs):
- On the SC Mobile home screen, tap WOs. The Work Orders screen appears.
- Tap New WO. The list of locations to which you have access appears.
- Tap the desired location. The Create WO screen appears.
- (From Locations):
- Tap the drop-down menus to choose the appropriate Dashboard, Area, Problem Type, Asset Type, and Problem Code where the problem is occurring.
- Tap Next.
- If the Check for Duplicates screen appears, this means a work order was already entered for the issue you are currently creating. Tap the work order to review the details.
- (When the issue is a duplicate) Tap Cancel WO, and confirm your action. The work order is not created; you are returned to the work order list for that location.
- (When the issue is NOT a duplicate) Tap Next.
- If the Check for Duplicates screen appears, this means a work order was already entered for the issue you are currently creating. Tap the work order to review the details.
- On the Troubleshooting screen, enter the relevant information in the text field. Fully describe the problem so the service provider is as knowledgeable about your request as possible. Tap Next. The Add Comment screen appears.
(Where applicable) Tap Add Attachment to either take a photo or video of the issue or upload a previously captured photo or video.
Review the photo or video you are attaching to the work order. Once the work order is sent, the files can only be removed by a user with administrative rights.
Ensure your name is entered correctly in the first text field. If you see a generic name here, delete that information, and enter your full first and last name to let your facilities team know who exactly submitted the work order.
- (Optional) Enter a phone number in the second text field.
- Add comments to the work order in the third text field, and tap Next.
Review the details of the service request you are submitting.
(Users with Edit permissions) Use the edit pencil to update the Description, Category, Priority, NTE (Not-to-Exceed) Amount, Scheduled Date, and/or Service Provider as needed.Should you need to change the decimal point (.) to decimal comma (,) on monetary amounts, contact your ServiceChannel representative.
When selecting a provider, you may notice that some companies appear grayed out. They were flagged as “Do Not Dispatch” in Compliance Manager and thus cannot take on new work orders. Find more information on “Do Not Dispatch” providers.
- Tap Confirm/Create WO. The work order is generated and dispatched to the assigned service provider. You will see a notification showing the Tracking # and the service provider to which the email about the request was sent.
- Tap Close. The work order list will reload. Your new work order will appear in the list, sorted by the scheduled date.
Creating Work Orders for a Closed Location
Closed locations or locations no longer in operation, are not invisible for users to create work orders. When this happens, a closed date is added or exists on the location details page under Locations & Provider Assignments. If the need to create work orders ever arises for closed locations, there is a feature allowing users to do so. This is where all closed locations become visible under the location search for users to select. It is beneficial for repair such as replacing boarded windows or cutting trees around the location.
This is an optional feature. To enable, please contact your CSM representative.
Scanning an Asset Upon Creating a Work Order
When you need to create a work order to repair or replace a broken asset, you can start generating your work order by scanning an asset tag. Learn more about Scanning Assets via SC Mobile.
