spw training part 1 - getting around spw - sms.liebert.com training... · 1 2 1. site links the...
TRANSCRIPT
SERVICE PARTNER
NETWORK TRAINING PART 1:
GETTING AROUND SPWGETTING AROUND SPW
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1. Site LinksThe upper gray link navigation bar at the top of the page contains the navigation links to all pages on the Service Partner Web (SPW). This
SERVICE PARTNER NETWORK HOME PAGE
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pages on the Service Partner Web (SPW). This bar will appear on every page in SPW. To get back to the home page, click on the Home link on the upper left-hand side of the page.
2. Coverage Events Coverage Events consist of site activations/reassignments and site cancellations /deactivations. This is a notification of any unacknowledged coverage events. This will be discussed more in detail in Site Activation instructions.
3. Ticket Summary
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3. Ticket Summary Tickets are classified as in progress, late, or unscheduled. The total number of open tickets is reflected as the last total number in the total row.
4. Communications Scheduling instructions for special Customers, SPW work instructions, and any important reminders or announcements are listed here.
Updating Service Partner Information
To update Contact Information, Click
on Information on the Site Links
Make sure that all the updated Make sure that all the updated
information has been entered here
To receive email notifications,
fill in the contact and email
fields and check what types of
email you want to receive.
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Changing Password
Click on Password to change
your passwordyour password
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If you’re locked out, please emailJEFF MILLER
Click on Active under “Sites” to view the
Viewing Active Sites
Click on Active under “Sites” to view the
sites that are active and are being
maintained by the Service Partner
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This shows site activations sent to you
Site Activations/Reassignments
This shows site activations sent to you
when a Customer enters into a service
contract with Vertiv for tags (equipment) at
a site.
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Site Cancellations/Deactivations
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This page shows the sites that needs to be
cancelled / deactivated due to the
customer’s decision to cancel their contract
with Vertiv.
This page allows you to
look at every site activation
Coverage Event History
look at every site activation
/ cancellation you have
responded to.
To view the details, click on
the Site ID and then the
Event ID.
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This page is one of your main
Open Tickets
This page is one of your main
responsibilities to monitor for
any changes (e.g. PM schedule
To view the ticket details,
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To view the ticket details,
click on the Ticket #. These
are sorted by Target Date,
Most Recent to Oldest.
Closed Tickets
This page shows the completed This page shows the completed
service done to a site after the
service report is filled out upon the
entering of the actual date of service
for the “Complete Date.”
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Click here if you are looking for a
Search for Tickets
Click here if you are looking for a
specific ticket. You may search by
using any of the criteria listed here.
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Manage Invoices
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Here you will see the list of your tickets that are (1)
ready for invoice creation, (2) tickets with invoices
created but are saved for the moment for submission
later and (3) Invoices that have been returned to you
for revision.
NOTE: You need to CLOSE the Ticket first, before it will
appear on this queue.
Pending Invoices
Submitted
invoices will
now appear on
this page of the
website.
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Searching for Invoices
You can look for an Invoice you
created and/or submitted by
clicking here and using any of
these criteria.
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these criteria.
Invoice History
You can see all
of your paid
invoices by
year by clicking
on History.
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Service Process
This page shows the This page shows the
Service Process
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FAQ
If you have questions regarding
the Service Partner Website,
you could check on some of the
Frequently Asked Questions on
this page.
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CONTACTS
Click Here for a list of VERTIV
Contacts
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QUOTE FORMS
To quote for additional work, please
click here.
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