Technicians who service locations where Site Access has been enabled should be informed by their administrator, or the like, of what to expect. For example, some client locations will require that all technicians that service their locations must have a Username/ Password technician account. This is because only username/password technician accounts come with a technician badge that displays the technicians image.
Site Access is setup by creating a collection of rules for each:
- Location;
- Trade;
- Provider Company/ Technician; and
- Time Period (open hours vs closed hours)
For Example:
- At client location A, technicians are required to:
- Present their electronic badge to the manager upon check in and are required to obtain a manager’s signature upon check-out.
While
- At client location B, technicians who provide janitorial services after hours, are required to:
- Present their electronic badge to the manager upon check in, but are not required to obtain a manager’s signature upon check-out.
And
- At client location C, technicians who service HVAC systems, are permitted to check-in one quarter mile away from the actual store location, because the HVAC units that serve the location are located with the other HVAC systems that serve the mall and are a quarter mile away from the store location.
Conversely
- At client location D, technicians who service HVAC systems, must be within the one fifth mile radius of the location before attempting to check-in, because the HVAC systems at that location are contained within the location.
As mentioned earlier, the client will inform their service providers of any Site Access rules they have put in place at their locations.
Site Access Messages and Warnings
The following are the messages that are generated when a technician is servicing a work order at a location where Site Access is enabled.
Message Type | Message from ServiceChanel Provider | Message Definition | Action Required |
|---|---|---|---|
Account Required | When a technician encounters an Account Required message, it means that they have attempted to check into a work order at a location that requires technicians to have a username/password account with a technician Pin account. |
If the technician does not have a username/password account, they can request one by tapping Request Account and completing the subsequent screens. Note: When a technician requests a username/password account from SC Provider, they will have to wait until an administrator from their company approves it, before the account is activated. | |
Check in Outside of Operational Hours |
| The technician has attempted to check into a location outside of the locations operational hours. The message from the client, which appears in black, is a custom message to any technician who attempts to check in outside of the operational hours. Note: Not all clients will add a customized message for this rule. |
|
Badge Scan Required |
| The technician has arrived at a location where they are required to have their badge scanned before then can start the work order clock. |
Once scanned and verified the badge will display that the technician has been verified and the technician can begin the work order clock.
|
Outside of GPS Parameters |
| The Technician has attempted to check in outside of the preset GPS parameters. |
|
