Actionable Landing Page Metrics and Filters
The Actionable Landing Page (or "ALP") is designed to bring the most actionable work orders to the forefront to help you be more proactive, such as reassigning work orders, approving proposals, or following up with providers who are late to arrive to fix an issue.
ALP is comprised of:
- Metrics for work orders, proposals, and invoices; and
- Filters to drill down the metrics by trade, category, region, district, location note headers (up to 10), and/or service provider.
The metrics on the Actionable Landing Page automatically refresh every 5 minutes.
Also, by default, the Actionable Landing Page shows all non-maintenance work orders and proposals created within 45 days of the scheduled call date.
Emergency work orders are labeled in red. These are triggered by work orders that are prioritized for 8 hours or less.
Non-emergency work orders are labeled in blue. These are triggered by work orders in any other priority, as listed in the Admin module.
Should you need to change the decimal point (.) to decimal comma (,) on monetary amounts, contact your ServiceChannel representative.
ALP Metrics
The Actionable Landing Page displays the following metrics:
Work Orders
Dispatch Not Confirmed: The number of work orders in the Open status, yet to be confirmed by the assigned contractor(s).
Dispatch Declined: The number of work orders in the Open/Declined status, declined by the assigned contractor(s).
Late to Arrive: The number of work orders in the In Progress/Dispatch Confirmed status, for which the assigned contractor(s) have not checked in to the appropriate location(s) based on the scheduled date/time.
Waiting for Quote: The number of work orders in the In Progress/Waiting for Quote status linked to proposals, for which facility operations are waiting for a service provider to submit the proposal(s) for the related work order(s).
- Parts On Order: The number of work orders in the In Progress/Parts on Order status.
Proposals
Pending Approval: The number of proposals where service providers are waiting for facility operations to approve the submitted proposal(s).
Invoices
My Invoices: The number of invoices assigned to you, along with the total amount in your configured currency.
Open/Reviewed: The number and the total dollar amount of all open invoices for locations that you have the rights to view.
On Hold: The number of invoices currently placed on hold, along with the total amount in your configured currency.
Completed Not Invoiced: The number of work orders in the Completed/Confirmed status not invoiced by the provider. Work orders completed by internal technicians are not included in this metric. This metric does not include work orders with a $0 NTE.
By clicking a metric, you can drill down into the associated work orders and take appropriate action.
Users with Admin and Super Admin role permissions may adjust the threshold of when work orders and proposals appear on this dashboard. See Configuring the Actionable Landing Page for more information.
Exclusions from Actionable Landing Page Results
The following work orders and proposals will not appear in the results:
Work orders in the “Maintenance” category are automatically filtered out of Actionable Landing Page (ALP) results. You can turn on the Maintenance filter to include work orders in that category.
Closed locations are excluded from ALP results. "Closed" is defined as any location with a closed date entered, even if that date is in the future. (See Closing or Deleting a Location for more information.)
Proposals not linked to work orders (for example, proposals generated from a standalone RFP) will not appear on the Actionable Landing Page.
Locations not linked to a region will not appear in ALP results. Best practice is to ensure all of your locations are assigned to regions.
ALP Filters
You may filter work orders that appear on the Actionable Landing Page by the trade, category, region, district, location note headers (up to 10), and/or service providers to which you have access. This is helpful so you can concentrate on those work orders where you need to take even more immediate action.
With respect to the Regions and Districts filters, the ALP metrics will reflect data from the region(s) and district(s) selected. For example, when you select one region, the ALP metrics will reflect data from all districts within that region. To pare the data down, use both the District filter and the Region filter to reflect the appropriate metrics.
You may turn Actionable Landing Page filters on and off at any time. Note that the Maintenance category filter is turned off by default, as depicted. (See Maintenance Work Orders, below.)
Click the desired filter(s) (Trade, Category, Region/District and/or Location Note Header). The selected filter overlays on the page.
Select None to deselect all items.
Select the desired items.
Scroll to the bottom of the list and click Save. The metrics will automatically update with only the work orders that meet the selected criteria.
Click the desired filter(s). The selected filter overlays on the page.
Select one of the following
Select All to select all items, or
Select None to deselect all items, and then select individual metrics.
Scroll to the bottom of the list and click Save. The metrics will automatically update to include all work orders.
Maintenance Work Orders
By default, the Maintenance Category filter is turned off. This is so you can focus on the repair and other categories, while Maintenance work orders are typically thought of as “behind the scenes.”
In the Category filter, check Maintenance to include such work orders in your Actionable Landing Page metrics.
Filters Reset Button
The reset button within each filter remembers the last filters you had selected and saved. Say you began selecting new items to filter, but then you want to go back to the way you had the filters before selecting new items. Simply click Reset and the filters will return to the last saved set.
The reset button is only for that filter. To reset all filters to your last saved selections, you must go into each filter to reset.
