About the Actionable Landing Page

The Actionable Landing Page summarizes requested work orders and proposals that require your attention, or on which you may take action. By highlighting emergency and non-emergency work orders and proposals in need of attention, you may take action and respond to issues faster.

You may filter these work orders and proposals by trade, category, region, and/or district, to hone in on the most crucial areas of attention.

By default, the Actionable Landing Page shows all non-maintenance work orders and proposals created within 45 days of the scheduled call date. The metrics on the Actionable Landing Page automatically refresh every 5 minutes.

You may also search for work orders and create a service request on this page, as well as review Messages from ServiceChannel.

How to access the Actionable Landing Page

  1. (Upon login) The Actionable Landing Page appears immediately after logging into Service Automation.
  2. (From elsewhere in Service Automation) On the top navigation bar, click Home. The Actionable Landing Page appears.

Metrics on the Actionable Landing Page

Actionable Landing Page 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.
  • Proposals
    • Waiting for Quote: The number of work orders in the In Progress/Waiting for Quote status that are linked to proposals, for which facility operations are waiting for a service provider to submit the proposal(s) for the related work order(s).
    • Pending Approval: The number of work orders in the In Progress/Waiting for Approval status that are linked to proposals, for which the assigned service provider(s) are waiting for facility operations to approve the submitted proposal(s).

By clicking a metric, you can drill down into the associated work orders and take appropriate action. See Using Metrics and Filters on the Actionable Landing Page for more information.

Note: 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.

Create New Service Request

On the Actionable Landing Page you may access the Service Request search criteria to locate and use a location Dashboard. See Creating a Service Request from the Actionable Landing Page for more information.

Search

On the Actionable Landing Page you may search for work orders using one of the following criteria:

  • Tracking #: Service Automation automatically assigns a unique number for each generated work order. This field uses the Exact Search criteria.
  • Work Order #: When a work order is generated, the Work Order number is automatically the same as the Tracking number (or Tracking #). Permissioned users may use a custom Work Order number, in line with business practices. This field uses the Starting With Search criteria.
  • Purchase Order #: When a work order is generated, the Purchase Order # is automatically the same as the Tracking number (or Tracking #). Permissioned users may use a custom Purchase Order number, in line with business practices. This field uses the Starting With Search criteria.
  • Closing Authorization #: This number is given to a service provider when (s)he checks out of a work order for the last time using Service Automation’s IVR System. This field uses the Exact Search criteria.
  • Service ID: A static number, generated by the Planned Maintenance module, used by a service provider to check in and check out through the IVR System. This field uses the Exact Search criteria.
  • Location ID: A unique identifier for each location. You may search for work orders in the Open, In Progress, Completed and Invoiced statuses for the past 90 days for the desired Location.
    • While selecting a Location ID you may also elect to exclude maintenance work orders (those work orders generated through the Preventive Maintenance module. Work orders generated through both the Service Automation Dashboard and the Preventive Maintenance module will appear, by default. Typically, Dashboard-generated work orders require any further attention, while Preventive Maintenance-generated ones generally do not.
  • Tag ID: A unique identifier for each piece of equipment, as configured in the Equipment Module. Permissioned users may search for and navigate to the Equipment Module through searching for the Tag ID. This field uses the Exact Search criteria.
  • Proposal #: The unique identifier for each proposal. This number is either automatically generated when a proposal is created (starting with 'prp') or is typically created and manually entered by the service provider. This field uses the Contains criteria.
  • Invoice #: The unique identifier for each invoice. This number is typically created and manually entered by the service provider. This field uses the Contains criteria.

Messages

When ServiceChannel announces new features within Service Automation, we will update you using the Messages modal. When a new feature is announced, a number will appear next to the Messages flag indicating the number of unread announcements. See Messages on ALP for more information.