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Manage provider work orders ​

Overview ​

Provider work orders are field service records sent by an upstream organization. Provider employees use the portal to list, review, and identify the next owner.

This article covers entry, search, and verification. Related articles cover internal assignment and on-site work.

Before you begin ​

  • The provider portal is active, and your account can access it from web, ShareCRM App, or WeChat.
  • The upstream work order reached this provider or was assigned directly to you.
  • Your connected role can list and view provider work orders.
  • Prepare the bound mobile number or WeChat account.

Procedure ​

Open the provider work order list ​

  1. On the web, open http://jxs.fxiaoke.com/ and sign in with WeChat or a mobile verification code.
  2. In the ShareCRM App, open Provider Portal from the bottom navigation.
  3. In WeChat, open Provider Portal and bind your account when prompted.
  4. Open Provider Work Orders or the customized menu that points to this list.

Find and open a work order ​

  1. In Provider Work Orders, find a record assigned to this provider or your account.
  2. Open its details.
  3. Verify the customer, contact, service content, address, and current node.
  4. Review the provider, provider dispatcher, provider engineer, and assignment time when visible.

Identify the next owner ​

  1. Review process progress and the current owner.
  2. At an internal provider assignment node, a provider or service group dispatcher handles the order.
  3. After engineer assignment, that provider engineer processes the field service task.
  4. For completed or terminated processes, verify the final status and service records before contacting the upstream organization.

Verify work order information ​

  1. Compare the number, customer, address, and problem with the upstream handoff.
  2. Review the node, assignment information, and service history to avoid mixing records.
  3. When handing off, provide the work order number, current node, and displayed owner.

Expected result ​

  • You can open the visible Provider Work Orders list from any supported portal channel.
  • You can review permitted work order details.
  • Process and assignment information identify the next responsible dispatcher or engineer.
  • You can hand off an accurate number, node, and owner.

Troubleshooting ​

Provider Work Orders is unavailable ​

Verify the provider account and correct entry. Ask an administrator to check connected-role permissions and the portal menu.

The list is empty ​

Confirm that the upstream process reached this provider and assigned the provider or engineer. Ask an administrator to check data scope.

You cannot open details ​

The role needs both list and detail permissions. Ask an administrator to check View Details and the details layout.

Provider engineer or assignment information is unavailable ​

The fields might be hidden, or the work order might not have reached that node. Check progress, then ask an administrator to review field permissions.

Completed work orders remain in the list ​

The object list is not a task list. Completed and terminated records can remain available for reference.