Presented by, Corrigo and Safeway RFSC

Transcription

1 Training 2010 Presented by, Corrigo and Safeway RFSC

2 Why Corrigo Work Order Network? Provide the best possible service to the 1,755 Safeway retail stores across North America Increase the accuracy and timeliness of information: more online / more real-time Improve communications and relations with you, our Service Providers Process payables more efficiently Significantly reduce paper waste, furthering Safeway s green initiatives 2

3 Example: The Benefit of Fax-to-Attach Complete and attach Work Orders with your Signed & Stamped work ticket via fax You can scan-and-attach too! No mailing of your work ticket t or invoice! i Saves time, postage and paper! 3

4 Overview Look at Work Process 4

5 The Work Order Network Registration Send Work Accept Work Complete CorrigoNet Submit Invoice Verify Work WON Auth# /Pmt Info 5

6 How do I register 6

7 1. Click on link in that you receive after Safeway sets you up as a service provider 2. Use Internet Explorer or Firefox 3. Confirm ID 4. Go to Registration Form Registration 7

8 5. Complete the form, provide payment information and join 6. Your database is created instantly 7. In seconds you re logging-in to your own WorkTrack system and connecting to the WON Registration: Join 8

9 Registration: Common Questions Service Area? Main office address and a radius, in miles, that you ll travel to perform work Service Type? Select from a list the services that t you perform. The list is very highlevel. You can select one or two services. 9

10 Registration: Success You have successfully joined the Work Order Network. Contains: Login Name Password Company Name URL 10

11 Logging In Online Resources, including Safewayspecific topics To Log In: Login Name Password Company Note: You control your contact information in the system with the People button, then Edit Profile 11

12 Provider Views WOs 12

13 Provider Views WOs Locate New WOs in View drop down Waiting on Acceptance When picked up, a work order is moved to Accepted Completed Not Submitted financials not entered yet Submitted Work is Complete with Financials Accept multiple work orders by checking off numbers and click Set Status for desired status 13

14 WorkTrack WO Type The Type field is visible in most views, allowing Providers to easily differentiate between Requests and PMRM work orders. 14

15 WorkTrack Providers are able to accept work on the WON that is in another status on CorrigoNet. Changing the Priority in CorrigoNet will update the priority in WorkTrack and flag the Work Order. Flag generates an alert to the Provider. 15

16 Additional Information Replies Fax-and-Attach Updates & Flags NTE/ Quotes Invoicing and Taxes 16

17 Reply-to-Accept To accept work from anywhere, simply reply to New Request notifications! 17

18 Attach signed/stamped Work Orders via Fax! 1. Print Work Order 2. Use Safeway form or your service ticket to collect store stamp & signature 3. Fax form followed by any additional backup paperwork to 800 number at top right 4. Fax will attach to and complete the Work Order 5. Safeway will also be able to see the docs Fax and Attach 18

19 Updates & New Messages ( flag ) We will flag a request to communicate additional information. (ex: Quote approval) Request will be flagged and you ll receive an alert Read the Messages Cancel flag to remove 19

20 Updates & New Messages ( flag ) flag) Flag will appear once approved by Safeway Cancel Flag and Set Status in work order to continue through your workflow 20

21 Send us a Message Send us a note or a question by creating a Message Click edit to see a list of all messages Click Add a new Message Enter the Message and Add This will flag our system and we ll respond. 21

22 Send us a Message, cont. Flag appears on Safeway side as New Message from Provider Safeway can promptly respond din the system and this will keep all informed of continuing progress of the work order. If you don t receive a reply to your Note/Question within 48 hours, feel free to contact us. 22

23 To Submit Quote/Request NTE Increase NTE amount is listed in the Invoice section To request an increased NTE or supply a quote, click edit Quote Fill out the total, add details with breakdown (attach docs if necessary), press Submit 23

24 To Submit Quote/Request NTE Increase, cont. Quote will change to: Waiting for Approval and automatically ti send us a message On approval you ll receive a notification flag and the NTE will be updated If Quote is Rejected you will receive note If you need to modify your Quote please contact us so changes can be applied 24

25 Add Attachment Manually In work order click add button for Attachments t Note: file size limitation is 2mb To upload click on Browse button to locate scanned document or file name on your computer Choose an Attachment Type and then enter in File Name Click Add button on lower right side to complete upload process 25

26 Warranty work Important: Check Work Request Notes Verify Warranty Issue If covered by warranty, perform work as usual, Submit as N/C If NOT Warranty, call if need NTE increase 26

27 Completion Notes Set status to Complete Work Done section is now open for you to enter completion details Check Done box Enter specific details relating to your completion of specific work order Change Date and Time the actual repair was done on Click Ok located at lower right corner Please note: It is important to attach supporting sign off/stamped documents 27

28 Invoicing & Taxes When work is completed Attach stamped/signed work ticket to WO Charges Click Add Then drop down for Labor or Parts Click Add again for additional line charges Enter Tax amount Press Submit button once you have completed financial entries. ti (Note: Do NOT click Ok button because your financials will not be submitted to Safeway) 28

29 Repair Category and Warranty Once Submitted - Repair information fields pop up for you to select the following information: Repair Category Adjusted Avoidable/No Problem Found Cleaning Only Compressor Replaced No Charge Parts Ordered PM Work Performed Repaired Replaced Temporary Fix Indicate Warranty information No Warranty Service Warranty Mfg Warranty Contract Click Ok button located in lower right corner 29

30 Invoicing & Taxes For non P-Card: Payment information including check number available in details On authorization: (P-Card) An will be sent with Authorization # # can also be found in Messages list 30

31 Invoicing & Taxes Authorized Alert PCard and Canada only Authorized Amount is included in Authorized Note and agrees with CorrigoNet Next up: will also Sync with CorrigoNet Invoice # (we may have corrected for Provider) 31

32 Invoicing & Taxes Option: a service provider may request a flat tax amount rather than using the % calculation Provider should contact Corrigo support 32

33 Disputed Invoice (or Discrepancy) Safeway can change status to Dispute on the invoice if they find discrepancy or if you notify RFSC Sends flag notification Unlocks invoice for editing. Status changes to Not Prepared Edit Invoice Re-Submit Note: If invoice is Disputed due to missing back up, click Submit again after documents are attached. 33

34 Contacts Support (800) RFSC (623) Thanks for shopping Safeway Maintenance and please feel free to contact us anytime! 34