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Technician View

Use / Description / Features

Week

  • Allows you to view the calendar for a selected week

  • Toggle between weeks using the arrow icons on each side of the date range above the calendar

  • Click within the technicians grid to add a work order for a selected technician for a given start start date

Day

  • Allows you to view the calendar for a selected day

  • Toggle between days using the arrow icons on each side of the date range above the calendar

  • Click within the technicians grid to add a work order for the selected technician for a given start date and time

  • Click within the As Available area to add a work order for the selected technician for a given day with the As available checkbox pre-selected

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Changes to the following fields will trigger an email message:

  • Technician(s) (multiple technicians assigned or work order reassigned)

  • Start Date / Time

  • End Date / Time

  • Location

  • Address

  • City

  • Work Items

  • Requested By

  • Phone Number

  • Notes for Technician

  • Work Order / Recurrence Number

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Reassigning a work order to a different technician will notify the original technician that the work order has been reassigned.

Pending Field Actions Queues

Upon saving specific field transactions this system may automatically insert a Pending Field Action if future work needs to be performed. These Pending Field Actions display in the Pending Field Actions tab of Scheduling. A Scheduler can create a Work Order based on one or more of these Actions. 

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