Scheduling Technicians

Use this work flow to activate and use the Technician Scheduling feature.

1. Create a default company work schedule. This will serve as the default weekly schedule to apply to all technicians, if they are to be scheduled. This also acts as the ‘master’ switch within the system to activate the scheduling features. All times must be in 15 minute increments.

  1. Click Service and Repair>File Maintenances>Static Control F/M (SRF995)>Schedule view.
  2. For Sunday-Monday, check the check boxes for each day of the week to create the default weekly schedule to apply to all technicians, if they are to be scheduled. Completing this screen acts as the ‘master’ switch within the system to activate the scheduling features. All times must be in 15 minute increments.
  3. In the first two fields, specify the times for the first portion of the company work shift, up to the beginning of the meal break. In the last two fields, specify the times for the last portion of the company work shift, from to the end of the meal break to the end of the shift.
  4. Click Save.
 

2. Create the individual work schedules for each technician. Like default company work schedule, technicians marked to schedule will activate the scheduling routines. Having technicians NOT schedule allows you to have a default or to-be scheduled technician, allowing entering of estimated time without concern for double booking.

  1. Click Service and Repair>File Maintenances> Technician F/M (SRF920)>Schedule.
  2. For Monday through Sunday, check the daily check boxes for when the technician is available.
  3. In the four time fields, specify the beginning and ending hours for the technician (first and last fields). In the middle fields, specify the technician's beginning and ending time for a meal break.
  4. Click Save.

3. Create a corporate holiday entry screen. The entries in this table represent dates that are not schedulable for all technicians. These would be federal holidays, scheduled plant closings, and the like. The entry screen should display the dates in descending order;

  1. Click Service and Repair>File Maintenances> Corporate Holiday Entry (SRE995).
  2. For each corporate holiday, specify the date and description.
  3. Click Save.

4. Create a technician holiday entry screen. The entries in this table represent dates that are not schedulable for individual technicians. These would be scheduled vacation days or unscheduled sick days. If entries are made here AFTER service tickets have been scheduled,a window notifying of scheduled conflict should be displayed. The entry screen should display the dates in descending order.

  1. Click Service and Repair>File Maintenances> Technician Holiday Entry (SRE910).
  2. For each entry the technician is unavailable, specify the date and description.
  3. (Optional) If entries are made here after service tickets have been scheduled for a technician,a window notifying of scheduled conflict and the scheduling screen to allow optional rescheduling is displayed.
  4. Click Save.

5. From the Service Ticket Entry (SRC550) or Service Ticket Dispatch (SRI610)screens,

a. Specify the Technician. You can search for a schedule (for a single technician or all technicians).
Click Calendar to display the available time for the selected technician. Specify the schedule Date, estimated Hours.
The program validates the available of the technician’s time and displays a Scheduling Conflict message with any issues.
You can click Schedule to access Schedule Entry to rearrange the scheduling of this service ticket or Cancel to exit without completing the schedule.

-or-
a. Click Schedule from Service Ticket Entry (SRC550) or Service Ticket Dispatch (SRI610) to access Schedule Entry to add techncians to a service ticket.

Using Schedule Entry (SCR570) you can rearrange the scheduling of this service ticket any way needed; splitting days, adding additional technicians, etc. This screen also displays any scheduling conflicts. You can view and manage the schedule for a given technician or all technicians.

Access Schedule Entry from either method.

  1. Click Add.
  2. Specify the technician, the schedule Date, estimated Hours.
  3. (Optional) Specify additional technicians as needed.
  4. Click Save; then click Cancel to end line entry.

  5. The program validates the available of the technician’s time and displays a Scheduling Conflict message with any issues.

  6. (Optional) Click Refresh View to clear any schedule conflicts or any additional schedules made while in this screen.
  7. Click Done.

7. Access Schedule Inquiry (SRI650) from the Service Ticket Entry, Service Schedule screens or the Inquiry menu as needed to view the schedule for a given day for a single technician or all technicians (a complete day view).

  1. Click Service and Repair>Inquiries>Schedule Inquiry.
  2. Specify a technician or all technicians available to schedule are displayed.
  3. Specify the Date.
  4. (Optional) Click Forward and Backward to scroll through dates. The technician, service data, and beginning time to be assigned to the service ticket are displayed. Schedule conflicts are also displayed.
  5. Click Done.

8. Use the Technician Schedule Report to view information about technicians’ schedules. Run this report for currently scheduled service tickets as well as tickets that have no schedule created for them. Scheduled tickets indicate any schedule conflicts that are present.

  1. Click Service and Repair>Reports>Technician Schedule Report (SRR745).
  2. Specify the beginning and ending technician for the report.
  3. Specify the beginning and ending invoice dates
  4. Indicate the Scope for the report: S-Scheduled Tickets or U-Unscheduled Tickets.
  5. Click OK.

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