Service Manager - How to add a Technician/setup a new Technician

Service Manager - How to add a Technician/setup a new Technician

To Manage your employee or add a new technician to your current employee list, open the Administration menu, select User Accounts, and then select Employee Manager.

To add a “New Employee/Technician”, click on the green plus ‘New Employee' button at the top of the screen right over the 'Search' button. In the pop-up window, you will be required to put in the technician’s Employee number, Last name and Start Date as those are mandatory fields(fields with the asterisk * ) to create the technician profile. The other fields are optional and data can be populated into those fields if deemed necessary by the Service Manager.

Existing employees are also displayed in the list on the left-hand side, and details for the selected employee is displayed on the right-hand side.

Note: For the Employee Number, the general naming convention would be to either use the first name and the first letter of the Technician’s last name together with no spaces (eg. Rusty Adams - RUSTYA) or a set of 3 - 6 digit numbers (eg. 005 or 111500 or 2356 or 00569)

Once the Technician profile is created, ensure it is highlighted on the left-hand side, click on the ‘Security’ Tab on the right-hand side and then click on the ‘Add Software' button to add the technician’s license.

Once you have assigned a license, click on the ‘Details’ Tab, where your Technician’s contact information can be updated by clicking the Edit button and the other tabs below: Addresses, Driver Licenses, Contacts, Phones, Types and Locations.

All of these details are just pure information, and have no impact on the functionality of the employee, except for the Types and Locations Tabs.

The Employee Type needs to be set appropriately if the employee is a technician to type Mechanic. If this is not set, the technician will not be able to issue out parts on a Repair order. To add employee type, click on the ‘Types' tab, then click the ‘Add Type’ button and enter an effective date and select a type before clicking the 'Add’ button.

Technician locations need to be added to grant mechanics/technicians access to perform work out of a repair facility/location. If no locations are listed, the technician will have access to all locations. If a technician performs work at more than one location, each location needs to be added to this list.

To add locations, click the ‘Add Location’ button, select a location from the drop down list, enter the from and to dates and then click the ‘Add’ button.

Note: The ‘To Date’ field can be set to any date in the future provided the date is less than or equal to December 31, 2049.

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