OVSC at A Playbook. User Guide. Service Provider Guide. Manager Guide

Transcription

1 OVSC at A Playbook User Guide 1. Login to OVSC 2. Submit a New Request 3. Track Requests 4. Add Location 5. Change User Information 6. Terminology Additional Information: Click Here for OVSC Mobile s Quick Reference Guide or Click Here for FAQs Service Provider Guide 1. View assigned Requests 2. Complete a Request 3. Complete a Group of Requests 4. Click here for OVSC Advanced Guide Manager Guide 1. View Requests 2. Run Report 3. Click here for OVSC Advanced Guide Rev

2 Login to OVSC From the OVSC Login Page enter your username and password and select Login. First Time User select the Click Here link to Register. Page 2 of 13

3 Submit a New Request The New Request option will allow you submit a new request to be sent instantly to the Service Provider(s). You have the ability to note the specific location (i.e. Office Number, Break room, etc.) of where the work is to be performed as well as a brief description of the problem. After logging in, to submit a new work order, select New Request. Note: After your request has been submitted, it will be made visible for tracking under My Service Requests. Page 3 of 13

4 Submit a New Request Cont. Entering the Service Location is required. Please be as specific as possible. Also indicate whether your request is Safety Related or not. From top to bottom, select which Work Type, Category and Common Problem best describe the problem you are experiencing. Entering a Description is also required. Please be specific as possible. Select the Add File button to attach any documents/pictures. Then select Start Upload. When all fields are complete, select Submit Request. Page 4 of 13

5 Track Requests Now that your request is opened you can Track your Requests from the home page. You can check if any edit details or notes were made by the Service Provider. You can also see who your request was assigned to. Once a request is completed an will be sent to your address detailing the outcome of your request. You can track your request by selecting the Request Number of your request from the Home Page. Page 5 of 13

6 Add Location If you move to a new location or frequently travel between sites, the Add location feature provides a convenient way to change your location so that the Requests you submit are sent to the appropriate Service Provider. Select Add Location from your Home Menu to change your location. Specify which Country, State, City, Building, and Location (Floor) your new location is located. Select the box Add as Primary Location to make this location your default location when submitting requests. Page 6 of 13 Select Save Changes when you are finished.

7 Change User Information In order to change your user information such as your Password, Phone Number, Title, or Name select My Account from the main page. You will then be given options to change all User Information associated with your user profile. Select My Account from the main page. You will then be given options to change all User Information associated with your user profile, including your Password. Page 7 of 13

8 Terminology Service Request a general request that occupants create requesting facility or maintenance work. Work Order an extension of a service request that is more specific to the requested work. (Multiple work orders can be created from one Service Request.) Work type - Indicates a general type of service requested. Example: building interior or building exterior. Category Indicates further delineation of the type. Example: plumbing or electrical. Service Level The assigned service level is pre-determined during the implementation process, depending upon the problem code. Page 8 of 13

9 View Assigned Requests Once logged in as a Service Provider, you will only be able to Complete Requests that are assigned to your group. Ensure that your Provider Group is selected after logging in. This is required in order to view and complete Requests that are assigned to your group. To close out a Request, or update details, select the Request Number in the Request Number Column. Page 9 of 13

10 Complete Request Once logged in as a Service Provider, you will only be able to Complete Requests that are assigned to your group. To close out a request select Complete to enter completion details. To edit details of the request select Edit Request Page 10 of 13

11 Complete a Group of Requests Once logged in as a Service Provider, you will only be able to Complete Requests that are assigned to your group. You will also be able to complete a group of requests. Select Complete from the main page to show all requests assigned to the Location category selected. You are required to input Completion Date, Time and notes. Select Apply to Selected to apply changes. Select the check box next to the requests you would like to complete with the Date, Time, and Completion Notes you entered. Page 11 of 13

12 View Requests As a Manager of a Site, once you are logged in, you will be able to View Requests that are assigned to your site. As a manager, you can complete any requests from this view pane as long as your provider group is selected in the Location dropdown highlighted below. Ensure that the Mgmt profile for your site is selected in the Location drop down. All requests dispatched to your group will be made visible. Page 12 of 13

13 Run Report As a Manager of a Site, once you are logged in, you will be also be able to Run Reports. To do so, select the grey Reports tab at the main menu. From there you have a drop down list available of prepared reports to run. You can also run custom reports for your site by selecting filters to search for in the drop downs provided. The Reports tab is located next to the complete tab on the main menu. From the Reports menu you will have prepared reports to run for your site. Select Call Center Activity Report. Select the columns listed here to run a basic report of all requests at your site, you can then download the file and filter as needed.. Page 13 of 13