FAQ: For requests that have a "Service proceeding" status, why are "Approve & Close" and other links missing?
When you dispatch a request to a Servicer that is actively using their account, the
system expects that the Servicer will declare the job done. Therefore, options allowing you as
the Manager to take action on the Servicer's behalf (e.g. "Completed" and "Work ticket") don't appear. Also, you won't see "Approve & Close", because the system is waiting for the Servicer to complete/declare the job done before giving you the option to "Approve & Close" it. In the below screen shot, the first request has been dispatched to a passive Servicer, and the second to an active Servicer:
For active Servicers who are not being timely in updating their account, we suggest entering a comment into
the request, asking them to
declare the job done. If
the Servicer habitually doesn't respond, please submit a Support ticket, asking for their account to be locked into passive mode. This does not affect the Servicer's functionality at all, but does allow you to act on their behalf if necessary.
If you are adding Servicer accounts to the system, you may lock the account into passive mode yourself, prior to the Servicer using it. Tap
here for more information about passive mode.
Related Articles
Approve & Close and other links missing in "Next Action" column
Please tap here to view the pertinent article.
Expired Requests
When a Manager assigns a request to a Servicer (Vendor, Tech, etc.), there is a modifiable "Timeout" field on the dispatch page. Unless changed, the system default is 720 hours (30 days); tap here for more information. If the Servicer (or a Manager ...
FAQ: My maintenance staff are all under the same organization. Can they reassign requests to each other?
For Standard Servicer Accounts: If the request has not yet been accepted, it can be reassigned as follows: From the Dashboard, tap Review (or tap the link in the new request for service notification email). From the drop down list, select the ...
FAQ: Why is the system sometimes auto-populating the "Dp" date in the "Service schedule" column?
There are two scenarios: When a request is automatically dispatched to a Servicer (either by a fast track or recurring/PM instruction), the expected completion time (DP date) is populated to satisfy internally programmed create and dispatch rules. ...
FAQ: Why did the number of requests appearing on my dashboard drop to only 5 per table?
If there are more than 250 open requests, the system goes into "streamline mode" to enable the pages to load more quickly. To go back to "standard mode", where up to 20 open requests are shown in each table, either close some of the open requests ...