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Authorization Process
SP Verification Verify the SP calling in by following the CXone Screen Pop verification. Reason for Call Pre-Approval: When the technician calls in advising that they need a travel fee, additional diagnostic time, and/or need to perform a diagnostic ...
Entering A Service Report
In order to enter a Service Report, the Service Job Status must be in Accepted status. In some cases, the Service Job Status may show as New. If this happens, the Authorization Agent will need to advise the Service Professional to change the status ...
When To Call A Specialist
When calling the Authorizations Specialist Line or a Supervisor, please have all required information and have a decision made on the direction you want to go with the job. Authorizations Specialist Line Agents are required to call the Specialist ...
Create Claim Process
Follow the create claim process when the Service Job is ready to be invoiced. Scroll to the Products section of the Edit/View Service Job screen. Click the Create Claim button. The Warranty Administration screen will open. Scroll down to the Unit ...
Dispatch Note Templates
To streamline our Job Notes and improve the status updates provided to SPs and Customers, use the following Dispatch note templates. Please only include relevant data elements in your notes. The template is a guide and if you do not have information ...