Rescheduling and Status Updates

Owned by Uma Srinivasan (Unlicensed)
Last updated: Dec 19, 2022 by Anastasia Medovkina
2 min read

You may update the scheduled date/time and make status updates to reflect the progress of the work order using the Edit option.

Work Order Fields for Rescheduling and Status Updates

  • Priority: Should you want to change the priority of a work order, based on your need for a different scheduled date and/or time, you may do so, and notify the service provider. However, note that changing the priority after the work order has been created does not automatically change the scheduled date and time; you need to update them.
  • Status: You may change the status, for example, when the service provider missed to check in/out, or to indicate satisfactory/unsatisfactory completion of the work order.
  • Reassign: You may also reassign the work order by selecting Open/Reassign in the Status drop-down list. Selecting this option opens the Reassign <Work Order #> overlay, from where you can complete reassigning the work order. See Reassigning a Work Order to Another Service Provider for more information.

  • Scheduled Date/Time: You may occasionally need the service provider to service your location either earlier or later than indicated in the original work order, for reasons such as completing the work before a weekend rush or temporary closure of a location for renovation. In such a case, you may change the priority as desired, modify the scheduled date and time, and notify the provider.

    Updating the Scheduled Date/Time does not automatically update the Priority. Should you need to have the Priority update along with the updated Scheduled Date, please contact your ServiceChannel representative.

  • Recall a Work Order: You may recall a work order when problems reoccur within 30 days of the original work order resolution. See How to Mark a Work Order as Recall for more information.
  • Dispatch Avoided: Recommended for internal uses, such as issuing work orders for your internal IT group or for handling the work order internally through other means. Checking this box will place the work order with the Completed/No Charge status and create an invoice with no charge. By doing this, you maintain a record of the work order from opening to invoicing, without dispatching a service provider to your location.

Marking a Work Order as Recall

⦿ How to Mark a Work Order as Recall
  1. In the Edit <Work Order #>page, check the box next to Yes, this is a Recall from Tracking #. TheTracking Numberfield appears.
  2. Enter the tracking number of the original work order, and click outside theTracking Number box. A message displays indicating that the NTE has been changed to 0.
  3. Click Save. The Work Order Details window displays the updated information.

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