Portal Experience

Source: This article refers to Portal Experience
location

Seeing it in Action

After setting up the portal, we are now ready to see what it looks like from the customer's perspective.

Let's scan an item and see what it looks like.




QR-Code Scan
Movie

Equipment Landing Page

After scanning a equipment QR-code, you will be directed to the portal page.




From there, you can select the + icon and see which options are available to you.

Movie

Select an Option

Based on the Moment-set we created, the following options will be available to you:



And then we will select the type of problem we are facing:





Read more Moment-Set Management
Movie

Describe the Problem

Now we can enter more information about the issue we are facing:



When we're finished, we can select the ✔ in the top pane.

Moment-Set Management
Location

Provide the Location

Next, we'll enter the location information:



Alternatively, you can select the ¤ option and provide your location using your phone's location service settings.

Location

Selecting a Time

Next, we'll select from an available time slot:



And then we can enter and confirm the contact information:



Location

Request Completed

After confirming the request and selecting send, the request will then receive a new status: Planned



As the technician travels out to the location, starts and then finishes work, the issue status will be updated.

Read more Workflow Assignments
Location

Request Summay

You can then view the request summary by clicking on the request record:



As the technician travels out to the location, starts and then finishes work, the issue status will be updated. You will even be able to view the ETA when the status changes to Travel:



Read more Workflow Assignments
Location

What's Next

After a service request has been created in the self-service portal, it can then be released to a technician using the Workforce Management app:



Read More Workforce Management
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