Difference between revisions of "Workforce"
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| class="headerMainTitles" colspan="4" | Edit Fields | | class="headerMainTitles" colspan="4" | Edit Fields | ||
|- | |- | ||
| − | | | + | | colspan="4" style="width: 466px;" | |
| − | + | |- | |
| − | | | + | | colspan="4" style="width: 466px;" | |
| − | | | ||
| − | |||
| − | |||
{| border="0" cellpadding="1" cellspacing="1" style="width: 1400px;" | {| border="0" cellpadding="1" cellspacing="1" style="width: 1400px;" | ||
|- | |- | ||
| − | | class="fieldGrayBackgrounds" | + | | class="fieldGrayBackgrounds" style="width: 467px;" | [[Glossary#svr_warehouse|Warehouse]] |
| − | | class="fieldGrayBackgrounds" style="width: | + | | class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#servicer_Number|Servicer No]] |
| − | | class="fieldGrayBackgrounds" style="width: | + | | class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#servicer_Number|Unassigned Servicer]] |
| + | |- | ||
| + | | class="fieldGrayBackgrounds" style="width: 467px;" | [[Glossary#svr_Name|Name]] | ||
| + | | class="fieldGrayBackgrounds" style="width: 466px;" | | ||
| + | | class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#activestatus|Active]] | ||
|- | |- | ||
| − | | class="fieldGrayBackgrounds | + | | class="fieldGrayBackgrounds" style="width: 467px;" | [[Glossary#svr_Address|Address]] |
| − | | class="fieldGrayBackgrounds" style="width: | + | | class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#svr_BillingRate|Billing Rate]] |
| − | | class="fieldGrayBackgrounds" style="width: | + | | class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#svr_Mobile|Mobile]] |
|- | |- | ||
| − | | class="fieldGrayBackgrounds | + | | class="fieldGrayBackgrounds" style="width: 467px;" | [[Glossary#svr_Address|Address]] |
| − | | class="fieldGrayBackgrounds" style="width: | + | | class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#svr_burden|Burden]] |
| − | | class="fieldGrayBackgrounds" style="width: | + | | class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#svr_dispatchBatch|Dispatch Batch]] |
|- | |- | ||
| − | | class="fieldGrayBackgrounds | + | | class="fieldGrayBackgrounds" style="width: 467px;" | [[Glossary#svr_Address|Address]] |
| − | | class="fieldGrayBackgrounds" style="width: | + | | class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#svr_HrlyCost|Hourly Cost]] |
| − | | class="fieldGrayBackgrounds" style="width: | + | | class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#svr_userList|User List]] |
|- | |- | ||
| − | | class="fieldGrayBackgrounds | + | | class="fieldGrayBackgrounds" style="width: 467px;" | [[Glossary#svr_city|City]] |
| − | | class="fieldGrayBackgrounds" style="width: | + | | class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#servicer_employee|Employee No]] |
| − | | class="fieldGrayBackgrounds" style="width: | + | | class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#svr_userMapPin|User Map Pin]] |
| + | |} | ||
| + | |||
| + | {| border="0" cellpadding="1" cellspacing="1" style="width: 1400px;" | ||
|- | |- | ||
| class="fieldGrayBackgrounds" style="width: 233px;" | [[Glossary#svr_State|State]] | | class="fieldGrayBackgrounds" style="width: 233px;" | [[Glossary#svr_State|State]] | ||
| class="fieldGrayBackgrounds" style="width: 233px;" | [[Glossary#svr_Zip|Zip]] | | class="fieldGrayBackgrounds" style="width: 233px;" | [[Glossary#svr_Zip|Zip]] | ||
| class="fieldGrayBackgrounds" style="width: 467px;" | [[Glossary#svr_Email|Email]] | | class="fieldGrayBackgrounds" style="width: 467px;" | [[Glossary#svr_Email|Email]] | ||
| − | | class="fieldGrayBackgrounds" style="width: 467px;" | [[Glossary# | + | | class="fieldGrayBackgrounds" style="width: 467px;" | [[Glossary#svr_tomtom|Tom Tom ID]] |
| + | |} | ||
| + | |||
| + | {| border="0" cellpadding="1" cellspacing="1" style="width: 1400px;" | ||
|- | |- | ||
| − | | class="fieldGrayBackgrounds | + | | class="fieldGrayBackgrounds" style="width: 467px;" | [[Glossary#svr_country|Country]] |
| − | | class="fieldGrayBackgrounds | + | | class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#svr_phone|Phone]] |
| − | + | | class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#svr_estDate|Est Date]] | |
| − | + | |} | |
| − | + | ||
| − | | class="fieldGrayBackgrounds" style="width: | ||
| − | |||
| − | | | ||
| − | |||
| − | |||
| − | |||
|- | |- | ||
| colspan="2" style="width: 466px;" | | | colspan="2" style="width: 466px;" | | ||
| Line 83: | Line 84: | ||
| class="navigationTitles" colspan="4" | Overview | | class="navigationTitles" colspan="4" | Overview | ||
|- | |- | ||
| − | | colspan="4" style="width: 265px;" | | + | | colspan="4" style="width: 265px;" | The Notes tab is used to manage servicer notes. The More drop-list provides a link to the Notes Management form. |
|- | |- | ||
| colspan="2" style="width: 466px;" | | | colspan="2" style="width: 466px;" | | ||
| Line 97: | Line 98: | ||
| class="navigationTitles" colspan="4" | Overview | | class="navigationTitles" colspan="4" | Overview | ||
|- | |- | ||
| − | | colspan="4" style="width: 265px;" | | + | | colspan="4" style="width: 265px;" | The Document tab provides a list of documents uploaded for the servicer. The More drop-list provides a link to upload additional documents for the servicer. |
|- | |- | ||
| colspan="2" style="width: 466px;" | | | colspan="2" style="width: 466px;" | | ||
| Line 111: | Line 112: | ||
| class="navigationTitles" colspan="4" | Overview | | class="navigationTitles" colspan="4" | Overview | ||
|- | |- | ||
| − | | colspan="4" style="width: 265px;" | | + | | colspan="4" style="width: 265px;" | The Jobs tab provides a list of jobs where the servicer has a dispatch record. It can be filtered based on several filter options, including date. |
|- | |- | ||
| colspan="2" style="width: 466px;" | | | colspan="2" style="width: 466px;" | | ||
| Line 123: | Line 124: | ||
| class="navigationTitles" colspan="4" | Overview | | class="navigationTitles" colspan="4" | Overview | ||
|- | |- | ||
| − | | colspan="4" style="width: 265px;" | | + | | colspan="4" style="width: 265px;" | The Dispatch Cards tab provides a list of dispatch cards to which servicer is assigned. It can be filtered based on date. |
|- | |- | ||
| colspan="2" style="width: 466px;" | | | colspan="2" style="width: 466px;" | | ||
| Line 135: | Line 136: | ||
| class="navigationTitles" colspan="4" | Overview | | class="navigationTitles" colspan="4" | Overview | ||
|- | |- | ||
| − | | colspan="4" style="width: 265px;" | | + | | colspan="4" style="width: 265px;" | The Transactions tab provides a list of transactions to which servicer is assigned. It can be filtered based on date. |
|- | |- | ||
| colspan="2" style="width: 466px;" | | | colspan="2" style="width: 466px;" | | ||
| Line 143: | Line 144: | ||
| class="headerMainTitles" colspan="4" | Tech Image Tab | | class="headerMainTitles" colspan="4" | Tech Image Tab | ||
|- | |- | ||
| − | | colspan="4" style="width: 466px;" | [[File: | + | | colspan="4" style="width: 466px;" | [[File:ServicerTechImage.jpg|ServicerTechImage.jpg]] |
|- | |- | ||
| class="navigationTitles" colspan="4" | Overview | | class="navigationTitles" colspan="4" | Overview | ||
|- | |- | ||
| − | | colspan="4" style="width: 265px;" | | + | | colspan="4" style="width: 265px;" | The Tech Image tab displays an image of the servicer, if one has been uploaded. |
|- | |- | ||
| colspan="2" style="width: 466px;" | | | colspan="2" style="width: 466px;" | | ||
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| class="headerMainTitles" colspan="4" | Subcontractor Tab | | class="headerMainTitles" colspan="4" | Subcontractor Tab | ||
|- | |- | ||
| − | | colspan="4" style="width: 466px;" | [[File: | + | | colspan="4" style="width: 466px;" | [[File:ServicerSubcontractor.jpg|ServicerSubcontractor.jpg]] |
|- | |- | ||
| class="navigationTitles" colspan="4" | Overview | | class="navigationTitles" colspan="4" | Overview | ||
|- | |- | ||
| − | | colspan="4" style="width: 265px;" | | + | | colspan="4" style="width: 265px;" | The Subcontractor tab is used to store information related to the servicer when they are a subcontractor. |
|- | |- | ||
| colspan="2" style="width: 466px;" | | | colspan="2" style="width: 466px;" | | ||
| style="width: 467px;" | | | style="width: 467px;" | | ||
| style="width: 467px;" | | | style="width: 467px;" | | ||
| + | |- | ||
| + | | class="fieldGrayBackgrounds" style="width: 350px;" | [[Glossary#servicer_subcontractor|Subcontractor]] | ||
| + | | class="fieldGrayBackgrounds" style="width: 467px;" | [[Glossary#svr_Vendor|Vendor]] | ||
| + | | class="fieldGrayBackgrounds" style="width: 467px;" | [[Glossary#svr_terms|Terms]] | ||
| + | | class="fieldGrayBackgrounds" style="width: 467px;" | [[Glossary#svr_PORequired|PO Required]] | ||
| + | |- | ||
| + | | class="fieldGrayBackgrounds" style="width: 467px;" | [[Glossary#svr_InsCert|Ins certificate on file]] | ||
| + | | class="fieldGrayBackgrounds" style="width: 467px;" | [[Glossary#svr_certFile|Cert File]] | ||
| + | | class="fieldGrayBackgrounds" style="width: 467px;" | | ||
| + | | class="fieldGrayBackgrounds" style="width: 467px;" | | ||
|- | |- | ||
| colspan="2" style="width: 466px;" | [[Setting_Up_SVCONTHEGO|Back to Setting Up SVCONTHEGO]] | | colspan="2" style="width: 466px;" | [[Setting_Up_SVCONTHEGO|Back to Setting Up SVCONTHEGO]] | ||
Latest revision as of 11:56, 13 January 2025
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| Navigation | ||||||||||||||||||||||||||||
| To access Workforce, select the setup COG > Setup > Servicer Setup > Workforce | ||||||||||||||||||||||||||||
| Overview | ||||||||||||||||||||||||||||
| Used to manager the technicians that can be assigned to jobs. | ||||||||||||||||||||||||||||
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| Edit Fields | ||||||||||||||||||||||||||||
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| Qualifications Tab | ||||||||||||||||||||||||||||
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| Overview | ||||||||||||||||||||||||||||
| The Qualifications tab provides a list of the technician's qualifications by type as well as the ability to remove a qualification. To add a new qualification, use the More drop-down list and select the Manage option. This action opens the Qualification Management feature where users can add or remove qualifications by servicer or type. | ||||||||||||||||||||||||||||
| Notes Tab | ||||||||||||||||||||||||||||
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| Overview | ||||||||||||||||||||||||||||
| The Notes tab is used to manage servicer notes. The More drop-list provides a link to the Notes Management form. | ||||||||||||||||||||||||||||
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| Documents Tab | ||||||||||||||||||||||||||||
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| Overview | ||||||||||||||||||||||||||||
| The Document tab provides a list of documents uploaded for the servicer. The More drop-list provides a link to upload additional documents for the servicer. | ||||||||||||||||||||||||||||
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| Jobs Tab | ||||||||||||||||||||||||||||
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| Overview | ||||||||||||||||||||||||||||
| The Jobs tab provides a list of jobs where the servicer has a dispatch record. It can be filtered based on several filter options, including date. | ||||||||||||||||||||||||||||
| Dispatch Cards Tab | ||||||||||||||||||||||||||||
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| Overview | ||||||||||||||||||||||||||||
| The Dispatch Cards tab provides a list of dispatch cards to which servicer is assigned. It can be filtered based on date. | ||||||||||||||||||||||||||||
| Transactions Tab | ||||||||||||||||||||||||||||
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| Overview | ||||||||||||||||||||||||||||
| The Transactions tab provides a list of transactions to which servicer is assigned. It can be filtered based on date. | ||||||||||||||||||||||||||||
| Tech Image Tab | ||||||||||||||||||||||||||||
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| Overview | ||||||||||||||||||||||||||||
| The Tech Image tab displays an image of the servicer, if one has been uploaded. | ||||||||||||||||||||||||||||
| Subcontractor Tab | ||||||||||||||||||||||||||||
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| Overview | ||||||||||||||||||||||||||||
| The Subcontractor tab is used to store information related to the servicer when they are a subcontractor. | ||||||||||||||||||||||||||||
| Subcontractor | Vendor | Terms | PO Required | |||||||||||||||||||||||||
| Ins certificate on file | Cert File | |||||||||||||||||||||||||||
| Back to Setting Up SVCONTHEGO | ||||||||||||||||||||||||||||
