Service Administrator Assignment

Case Managers handling end to end case management must update their Name, and Direct Phone Number in the Service Administrator fields in ServiceBench to identify their assignment to the job.

Service Administrator Assignment

1. Navigate to the Job in ServiceBench and scroll to the Service Information section. 
   
2. Enter your SA Contact Phone Number, and SA Contact Name in the Service Administrator fields and Save:
   
   
   
   
3. Once assigned, an Alert will display for all agents stating a case manager is assigned to the job, the agent can then advise the customer of your contact information and transfer the caller if needed.
   
   
   
   

If the Job is in a Completed or Cancelled status SA Assignment cannot be updated on the job.

  

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