Last Updated May 7th, 2018 by Ethan Currah
Upon logging into the Customer Portal, you will be greeted by the Customer Portal Dashboard. From here you are able to see an overview of the open work in the system relating to your account. You may not have all the following widgets depending which package of Officetrax is being used by your Service Provider/Customer.
At the top of the Dashboard you will see the Request Statistics which compare the number of completed requests to the number of created requests in the last 30 and 7 days.
If you have access to the support module, you will see the Ticket Statistics to the right of the Request Statistics which compare the number of resolved incidents and change requests to the number of created ones over the last 30 and 7 days.
On the right-hand side of the Customer Portal Dashboard you will see the General Stats which display the number of Service Requests yet to be resolved, as well as the number of quotes that have been made and are awaiting approval by your Account. If you have the support module you will also see the number of open Incidents and Change Requests in this area.
Below the General Stats you will see a list of the Latest Discussions on any of the records that you are associated with. From here you can click through to view the topic and continue the discussion.
In the middle of the Dashboard you will see a table labeled Open Service Requests. Here you can see a quick view of the latest open Service Requests. Below the table there is also a quick link labeled “View All” that will bring you to the Service Requests Index page where you can further filter and search your Service Requests.
If you have the Support module you will find the Open Tickets table below the Open Service Requests area. Here there are two tabs that switch between the most recent open Change Requests and Incidents created for your account. Below the Open Tickets table there will be a quick link labeled “View All” that will take you to the Tickets Index where you can further filter and search your Tickets.
Located in the Open Maintenance Module, you have the ability to select the Proposals button that will show you all submitted proposals from your service provider that are in an open status. This section will give you all of the basic information in regards to the submitted proposal (I.E. Proposal number, total submitted amount, status of proposal, submitted date of the proposal and Work Order number). You have the ability to view the quote by clicking on the proposal number hyperlink. You also have the ability to open up a copy of the Work order by clicking on the Work Order number hyperlink.
Located in the Open Maintenance Module, you have the ability to select the Invoices button that will show you all submitted invoices from your service provider that are in an open status. This section will give you all of the basic information in regards to the submitted invoice (I.E. Invoice number, total submitted amount, status of invoice, submitted date of the invoice and Work Order number). You have the ability to view the quote by clicking on the proposal number hyperlink. You also have the ability to open up a copy of the Work order by clicking on the Work Order number hyperlink
