Servus Request States and Groupings

ServusConnect is built on a workflow engine that improves the speed of work order execution as well as the quality of data collected for each Servus Request.

Here is a quick overview of states and groupings found within the ServusConnect workflow engine, for both Property Manager and Service Professional users. Whether users are on a computer web browser or using the SP native app for mobile phones, the goal is to keep Servus Requests organized.

Groupings

Active: Sum of New, Open, & Complete SRs

New: Drafted, Requested, Documented, Recommended, Pended, Declined, Denied, and Held states

Open: Accepted state

Complete: Completed state

On Hold: Available for Requested, Accepted, and Completed states

Archive: Archived state

States

Drafted: (PM Only) Notification not sent to Service Professional (SP) nor can be seen by a SP user. Used as a work-in-progress placeholder for a Request.

Requested: Notification sent to SP. Waiting to be accepted by SP, or can be claimed by SP team member.

Documented: (SP Only) Notification not sent to Property Manager (PM) nor can be seen by PM user. Used as a work-in-progress placeholder for a Recommendation.

Recommendation: Notification sent to PM. Waiting to be Approved (as is) or Edited and Requested by the PM. Enables SP users to be pro-active and open new SRs for the Property.

Pended: (Projects Only) Notification sent to SP, but unable to Accept until officially Requested.

Accepted: SP has set a Target Date to complete the SR.

Completed: SP has marked the SR as Complete. Waiting for Property Manager to review or can be re-opened.

Reviewed and Archived: PM has verified the quality of work performed by the SP user and marked the SR as Reviewed (and automatically Archived).

On Hold: PM has marked the SR as On Hold. Waiting for Property Manager to remove On Hold status. Service cycle timer is paused while the SR is in this state.

Archived: Long term SR storage. Available for historical reference.