The Service Automation Administration module, or Admin, is designed to provide you with self-service functionality to perform system administration tasks. You can use Admin to configure and manage the following features within Service Automation:
Option | Description |
Location Note Headers | Manage configurable fields that are required by your organization. Examples of location note headers include District/Regional Manager contact information, square footage, lease expiration date, brand, etc. |
WO Properties | Manage service categories, work order statuses and priorities and trades/NTEs. |
Accounting | Manage approval codes and GL codes. |
Invoices | Configure invoice date options. |
Permissions | Manage users and their permissions, security options and mobile access. |
Site Audit | Manage audit types and review upload history of the audit type template. |
Providers | Review contractors and manage internal providers. |
Contact your SC agent to help you turn this on.
