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Service Provider Tasks

Task email notifications are automatically sent to Service Providers when maintenance services are selected on the schedule request form. Once the Service Provider receives the email, they can log in to FSDirect to complete the task. To set up when the task emails are generated and sent, see the Email Event Notifications section on the Account Settings page.

 

     The Dude Says:

Tasks are typically assigned to users that are listed as Service Providers. Depending on the needs of your organization, tasks can also be assigned to anyone in the role of Administrator.

How to Complete the Task

  • In the Upcoming Events section on the home page, select the Location from the drop down menu, then click on the Refresh button.
  • Find the event date for which you need to complete the task. Click on Next 10 to see more events.
  • Click on the Complete button when you are finished with the task.

 

In addition to the Upcoming Events section, you will also see your assigned tasks on the right side of the home page in the To Do Tasks section.

  • Click on Done to complete the task from this section.

How to Reassign a Task

  • Click on the task description displayed in red in the Upcoming Events section on the home page.
  • Select the person you would like to reassign the task to from the Assigned To drop down list.
  • Click Submit to Save.

How to Create a Work Order or Incident

If you currently use MaintenanceDirect or Incident, a Service Provider has the option to create a work order or incident from FSDirect. In order for the Service Provider to have this option, they will need to be an Administrator, Supervisor, or Technician in MaintenanceDirect or Incident.

  • In the Upcoming Events section on the home page, select the Location from the drop down menu, then click on the Refresh button.
  • Find the event date for which you need to create a work order or incident. Click on Next 10 to see more events.
  • Click on the Create Work Order or Create Incident button. The system will open another window which will display the work request in MaintenanceDirect or Incident.

 

The FS Schedule section on the work order will contain the schedule details from FSDirect.

 

  • If no additional information needs to be added to the work order, either minimize or close out the window.
  • You can now mark the task Complete in FSDirect. *Note: If the task is marked complete in FSDirect, it will also mark the work order or incident complete.

 

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