Agent Actions - Reactive, Quote, PPM, Audit

The second way that this can be done is if the engineer's head office calls you to advise that their engineer is at site.  Firstly finding the work order in question.     1. After clicking on Start Job > Admin.  The User will be... Read More

This is a specific action to identify the work associated to the Work Order as Construction Industry Scheme registered. This can only be used if the Resource is already registered as CIS registered. If unsure of the requirements and rules associated... Read More

When Assigning a Work Order to a Resource, the User may be informed that the Resource are unable to carry out the work. To record this, use the Resource Unable to Accept Work Action and then follow these steps:     1. Enter all the relevant details... Read More

Based on the Average Order Values (AOVs) associated to a Work Order, it is possible to override these AOVs and set the accrual to Zero. These rules are bespoke to each Management Company and will need to be checked with the Finance Manager. This is... Read More

Once a Work Order has been accepted by a Resource the User will want to know their reference for any work carried out. If a reference is provided by the Resource the User can update the Work Order via the following steps:     1. Click Agent Actions... Read More

This section of a Work Order is where the User can add any additional information which has been provided to add extra clarity to the requirements of the Work Order. This is done using the Add Notes > Public action. Public notes are notes that can... Read More

It may be the case that a series of Work Orders need to be linked so that they can all be tracked together. If this is the case the User can link a Work Order to an existing Work Order. This will show in the Events page on the helpdesk along with the... Read More

Agent Actions are all accessible through the ‘Agent Action’ button on the helpdesk. The actions available to the Agent are dependent on the status of your Work Order. Once the Work Order has been created and the Resource and schedule set... Read More