Technician Maintenance

Use Technician Maintenance to maintain information about the technicians who perform the tasks or resolve the problems that prompt customers to call for service.  You can assign specialties, levels of skill, and territories to technicians, as well as, their labor and cost rates.  In addition, you can specify the dates the technician is available in the master schedule.

Tip:  For more information about working with data in fields, see the Data Entry Guidelines.

Directions:

To see directions for...

• Opening Technician Maintenance, click More.

   

  1.  Click Service Management from the Menu Bar.

  2.  Click File Maintenance.

  3. Click Technician.
  
  Tip:  Or, use the keyboard shortcut:  [ALT] [m] [f] [t] [ENTER].

   

  Technician Maintenance Window Example:

  

   

• Creating a New Technician, click More.

   

  Technician Maintenance Prompts Tip:  To see more information about a field, click the hyperlink for the field name.
  Technician Code	Enter the unique code that identifies the technician and click Retrieve , or press [ENTER].  (up to 3 characters) Required Or, enter the new Technician Code and click File from the Menu Bar; next click New. Keyboard shortcut:  [ALT] [f] [n] To indicate that you are building a new Technician record, New  displays near the Technician Code.  Default entries display and the first field is highlighted to let you know you can begin entering information.
  	To update the new or changed information, click Save or press [ENTER]. Keyboard shortcut:  [ALT + s]
  	CAUTION To avoid losing data, you must save new or changed records.
  	To view all of the existing technician records, click Search.  From the Search list you can select the record to change or delete. Keyboard shortcut:  [ALT + r]
  	To display an existing technician, enter the Technician Code and click Retrieve, or press [ENTER]. Keyboard shortcut:  [ALT + t]
  Rates
  Bill Regular	Enter the Regular Billing Rate you will charge for service work performed by the technician. (3.2 numeric)
  Bill Overtime	Enter the Overtime Billing Rate you will charge for service work performed by the technician after the regular business hours. (3.2 numeric)
  Bill Doubletime	Enter the Doubletime Billing Rate you will charge for service work performed by the technician that is considered doubletime. (3.2 numeric)
  Cost Rate Regular	Enter the Regular Time Labor Cost Rate associated with the technician. (3.2 numeric)
  Cost Rate Overtime	Enter the Overtime Labor Cost Rate associated with the technician for worked performed after regular business hours. (3.2 numeric)
  Cost Rate Doubletime	Enter the Doubletime Labor Cost Rate associated with the technician for work that is considered doubletime. (3.2 numeric)
  Information
  Name	Enter the technician's full name by entering the Last Name and then the First Name.  (up to 35 characters)
  Trade Class	Enter the defined Trade Class Code to associate with the technician.  (2 characters) Tip:  The Trade Class Description displays for your reference.
  Trade Level	Enter the defined Trade Level Code to assign to the technician. (2 characters) Tip:  The Trade Level Description displays for your reference.
  Home Phone	Enter the technician's Home Phone Number to use for contacting the technician. (xxx-xxxx)
  Cell Phone	Enter the technician's Cell Phone Number or Beeper Number to use as another method of contacting the technician. (xxx-xxxx)
  Omit From Dispatch	Note:  This field is reserved for future use.  Please maintain the default value for the field.
  P/R Employee #	Enter the technician's payroll employee number. (up to 6 characters)
  Memo Line 1 - 3	Enter up to three lines of text for miscellaneous information pertaining to the technician. (up to 10 characters per line)
  Tester Number	Enter the technician's certification number if they have certifications in certain procedures or for areas of expertise. (up to 20 characters) The system will automatically include the tester number on certain types of test results.
  Codes
  Territory 1 - 5	Enter up to five defined territory codes to specify the technician's service area. (3 characters)
  Specialty 1 - 5	Enter up to five defined specialty codes to indicate the skill areas in which the technician specializes. (up to 3 characters)
  Dispatcher 1 - 5	Enter up to five defined dispatcher codes to assign to the technician. (up to 3 characters)
  Scheduling Color	To assign a color to use for appointments scheduled with this technician, click a choice in the drop-down list. Tip:  To see additional color choices, click Color Picker .
  Technician Color	Displays for your reference the technician color you selected to display during scheduling.
  Availability From	Enter the date the technician starts being available for scheduling appointments. (mmddccyy, slashes and century optional)
  Availability To	Enter the date the technician no longer is available for scheduling appointments. (mmddccyy, slashes and century optional)

   

• Editing an Existing Technician, click More.

   

  CAUTION:  To avoid losing data, you must save new or changed records.

  1.  To display the record to be changed, enter the Technician Code and click Retrieve , or press [ENTER].
  Keyboard shortcut:  [ALT + t]
  
  Tip:  If you do not know the Technician Code, you can click Search  to see a list of Technician Codes.

  2.  To position the pointer to the information that you want to change, press [TAB] or click the field using the mouse.

  3.  Enter the data changes.

  4.  To complete the edit process, click Save , or press [ENTER].
  Keyboard shortcut:  [ALT + s]

   

• Deleting an Existing Technician, click More.

   

  1.  To display the record to be deleted, enter the Technician Code and click Retrieve , or press [ENTER].
  Keyboard shortcut:  [ALT + t]
  Tip:  If you do not know the Technician Code, you can click Search  to see a list of Technician Codes.

  2.  Click File from the Menu Bar, and next click Delete.
  Keyboard shortcut:  [ALT] [f] [d]

  3.  At the Delete Records prompt, click Proceed to delete the record, or click Cancel to escape from the delete routine.

  Example:

  

   

  Note:  After you click Proceed, you will see the following message on the Status Bar.