Efficient Work Order Process

This document outlines the process for efficiently managing and completing work orders using Service Channel. Follow these detailed steps to ensure that all aspects of the service are accurately recorded and submitted.

Step 1

Identify the Earliest Work Order

Locate the earliest dated work order by scrolling through Service Channel. Confirm the correct date and ensure that the first four digits of the tracking number are the lowest.

Step 2

Begin the Route and Conduct Service

Once the work order is identified, click on Check In and initiate your route. Conduct a one-hour service within a three-mile radius of the store location.

Step 3

Complete and Submit Service Details

After completing the service, return to Service Channel. Copy your pre-written notes:

Step 4

Go back to ServiceChannel

Go back to ServiceChannel and click Checkout and select Completed.

Step 5

Summarize the Work Performed

Paste your notes into the work summary. Ensure that the correct store number and all relevant information are included. Record the number of carts collected and provide a brief description of their locations.

Step 6

Obtain Store Manager's Signature

Select Capture Signature. Enter the store manager's name, then hand the device to the manager for their signature on the work order.

Step 7

Verify and Submit Information

Verify that all information is correct, then proceed to submit the work order.

Step 8

Confirm Notes and Details

Re-add notes to confirm accuracy. Copy and paste the same notes, ensuring all details are correct.

Step 9

Attach Photos and Send Work Order

Click Attachments, select photos from the service, and ensure they are clear. Click Proceed, then send the completed work order to both the SJC office and the store manager.

Step 10

Finalize Work Order

This concludes the work order process.