CSI Hub Form - Service Manager (Customer View)

Between now and April 2025, we're working to introduce several "sets" of dashboard/workbench-style forms. These "sets" include two things:

These are the sets we're targeting for April 2025:

Additionally, we're targeting the following sets for delivery between April and October 2025:

The sets are meant to be used in tandem with one another. Here's an example of how a service manager might use them.

Service manager logs into the OS Portal first thing in the morning and their role-based workspace opens.
Workspace identifies and provides the means to address those things that the service manager needs to take action on right away:
1. Team's workload for the day, and progress towards workload; this may result in shifting labor from one area to another to cover the day's requirements.
2. Major service KPIs that may indicate things trending down or up
3. Incident exceptions & escalations/past due incidents & escalations
4. Inspection exceptions/past due inspections
5. Service order exceptions/past due service orders
6. Component shortages for SROs
7. Daily/weekly/monthly labor utilization values for partners (do I need to address anyone's work efficiency?)
8. Service partner scheduling (do I have any new service orders that I need to assign a service partner to?)
9. More
WH manager sees a customer incident escalation on the escalations list and wants to look at the customer information in more detail, so they click a link to open the Service hub form in CSI, where they can review that customer's:
1. Contact information
2. Unposted transactions
3. Service orders to be invoiced
4. Unposted invoices
5. Open appointments
6. Open incidents
7. Open SROs
8. Open Contracts
9. Pricing details
10. Credit limit
11. More
Service manager can perform various quick create actions on the hub form.
Service manager can perform various quick lookup actions on the role-based workspace.

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