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Daily Process:

Morning Procedure: (Done before you leave your home/office)

  • Log into Alert and Unisys Systems:
  • “Accept” all new calls in Alert
  • Check Unisys System for the following:
    • Parts ETA
    • Parts Depot Address
    • Alt Contact #
    • Inbound Airbill #
  • Attempt to contact End User to setup ETA
  • Update Call in Alert System (everyday)
  • “Schedule” call in Alert with ETA (Date and time)
  • or “Update Call” with the reason you were unable to schedule the call
  • “Print Work Orders”
  • “Just Go Policy” – **Refer to  “Just Go Policy” document for more information

Field Procedure: (Done throughout the day)

  • Head to parts depot and pick up parts (pick up all parts in the morning)
  • Head to Call and complete work
  • Get client’s signature on workorder
  • Leave “Leave Behind” document with End User
  • Follow steps until all calls are complete

Closure Procedure:

  • Log into Alert System
  • Open Call
  • Click on “Work Details” tab
  • Click on hyperlink and Fill out Time Sheet Detail (Closure Screen)
  • Attach Workorder to call:
  • Scan in Completed workorder
  • Click on “Attachments” tab
  • Click on “New”
  • Browse for workorder
  • Put Call # in “Document “Title field
  • Go to Default Tab and Click “Service Complete”
  • Once Parts have been Return: Click “Info Complete” (Parts Return Process)

All service calls must be called in from site upon completion of work. Technicians must call 512-857-7171 option 2.

Please provide the following information:

  • Service Call Number
  • Is service complete or closed
  • SMARTECH Alert tech ID
  • Date and Time Arrived
  • Departure Time
  • Mileage and Travel to site
  • Return Airbill number
  • If part was not returned please explain why
  • Description of service performed
  • Any other information

**All work orders must be held onto for at least 30 days to provide proof that service was completed and parts returned**