Service Provider Review

The work orders listed on the Provider Review page are invoices that have been saved (in the status of Provider Review Pending) and rejected (in the status of Rejected) and require review by the service provider.

• When a work order reaches the status of Service Complete, the invoice is raised then saved, and the status will change to Provider Review Pending.
• When a work order is reviewed by the Client's financial team and rejected, the status will change to Rejected.

Screenshot 1: Provider Review table with Reject Reason pop-up displayed

You can access this page through Services tab > WO Outstanding> Provider Review.

Screen details

This screen displays work orders in Provider Review Pending (P. Rvw. Pend.) and Rejected statuses (Screenshot 1). This smart table has the following columns:

Columns	Description
WO #	Displays the work order number. The fields in this column are clickable and send the user to the Invoice Summary page for that invoice.
Status	Displays the work order status (either Rejected or P. Rvw. Pend.). P. Rvw. Pend.: The invoice has been saved but has not yet been submitted Rejected: The invoice has been submitted and has been rejected from awaiting for approval or WO Reject. The invoice will be moved here to the "Provider Review" page as rejected work orders. If the status is Rejected, the cell may be clicked and generates a pop-up providing information on by whom and for what reason the invoice was rejected (Screenshot 1).
Invoice #	Invoice number used by the provider when creating the invoice.
Date Opened	The date the work order was created
Site Name	Displays the site name
Site Description	Description of the site (location (e.g., Minneapolis) or org level (e.g., HQ))
WO Type	Displays the type of work order (Estimate, Normal, PPM, or Quote)
Warranty Status	Status (Yes or No) of the warranty
Priority	Priority connected to the work order (e.g., Category SLA, PPM, Emergency, etc.)
Service Provider	Name of the service provider associated to the invoice WO
Work Order Name	Brief name of the work order, usually describing the problem

Configuration of functionality

The Provider Review page is configurable by role.

Other notes

The number of work orders in these statuses can be seen on the main Provider Summary. By clicking on the link from the Provider Summary page, the user will be navigated to the Provider Review page.

The provider will also receive an automated email notification if the work order invoice is rejected.