The portal assists you in obtaining a brief overview on jobs, assets or sites relevant to the customer portal, thereby, enabling you to keep yourself up-to-date on the progress of the required services. Based on the access permissions granted to the portal account, you can browse through a list of jobs, assets and sites in addition to reporting a problem initiating a job creation with the reported details.
Item you'll need at hand to help with accessing the portal account:
- Login username and password
STEP 1 Enter the credentials to log into the portal account.
TIP: We recommend that you type in the username and password rather than pasting the copied values.
STEP 2 View and filter through jobs and assets/sites, or only jobs and only assets/sites, as defined by the access permissions given to you.
Viewing assets and sites
Get an overview of any of the assets and sites.
Narrow down your view using the filters Class, Status, Last Updated, Site and Parent Asset.
For example, you can derive a list of all assets at a site using the Site filter as shown below:
In case, you have the permission to directly report a problem for asset/site, you'll be able to do that from the asset/site inspector.
On each asset/site you can view the maintenance history and attachments.
Get an overview of any of jobs.
Narrow down your view using the filters Status and Last Updated.
For example, you can view jobs for which the technicians are driving to site by selecting En Route in the Status filter as shown below: