TechFinder Viewer

Purpose:

The TechFinder Viewer is launched from the New Call screen to enable the dispatcher to assign the call to the optimal technician and best date.

Usage:

This feature works in conjunction the Certifications specified on the Equipment Main tab, Equipment Certification Tab, and the Site Certification Tab. Work Codes may also include Certifications if the Registry to add Work Code Certifications to TechFinder is enabled.

When TechFinder is launched from New Call, all Certifications for the selected Site and Equipment will also be listed. This list is prepended with an ampersand & so that only those Techs with all the Certifications listed appear in TechFinder.

When TechFinder is launched from the Dispatch Board or Work Order Tech tab, all Certifications for the Work Order's Site and from the first piece of Equipment will be listed will also be listed. This list is prepended with an ampersand & so that only those Techs with all the Certifications listed appear in TechFinder.

Important Note: Technician Certifications
In the Technician viewer, the system will allow (default) a blank expiration date.  However, if using Certification filtering in Tech Finder, Technicians with a blank Certification date are considered expired and will not be displayed in Tech Finder.

TechFinder also works in conjunction with Service Zones; a technician must be assigned to the work order site's service zone (or one with a proximity relationship to the service zone) in order to appear on the Tech Finder list.

See How_To_Use the Techfinder for a step-by-step description on using this feature.

Registry:

A registry entry, sys-tech-finder, is used to configure the TechFinder screen for your firm. Click Registry Entry for TechFinder Configuration for details.

Registry to add Work Code Certifications to TechFinder

Identify Unavailable Techs

The word ‘OFF’ will appear on the Technician hours pane if the technician is Unavailable. A Warning will appear saying the Tech is Unavailable if you select an Unavailable date. Techs are flagged as Unavailable in the Technician record’s Unavailable tab. To implement this functionality, the sys-viewer-vdsptchbrd the registry option IdentifyUnavailableTechs must be set to true.

Important Fields: Technician List (Upper left-hand Pane)

Technician Id:
Technician Primary Phone Technician Call Phone Technician Pager
These fields default from the Technician record.

This pane displays the technicians eligible to work on the Equipment specified in the work order. To be eligible Technicians must:

Have ALL the active Certifications that match those in the Equipment's Main or Certifications Tab, AND the Site's Certifications Tab.

If a Certification is not specified, all Technicians will be listed, subject to the Zone constraints)

Be assigned to the Service Zone specified in the Site record, or a Service Zone in proximity to the Site.

Viewing Additional Tech Information

Right-click the selected Tech to display additional information for this Technician (as seen on the Other tab of the Technician viewer: click the CLOSE button when you have viewed this information.

Left double-click the selected Tech to display the full Technician Viewer.

Important Fields: Scheduled Hours (Upper right-hand Pane)

By default, this pane displays a grid showing the hours for which this technician is currently scheduled. This grid is color coded as follows by default – this may be overridden via registry Registry TechFinder Configuration (sys-tech-finder) :

 Green: 2 hours or less currently scheduled

 Yellow: 2.01 - 4 hours currently scheduled

 Red: More than 4 hours currently scheduled

 Gray: weekend day

 White: selected for the new call

Technician OFF: if this feature is implemented (registry option IdentifyUnavailableTechs in sys-viewer-vdsptchbrd is set to true and time off has been entered on the Technician record’s Unavailable tab) the word ‘OFF’ will appear on the Technician hours pane if the technician is Unavailable. A Warning will appear saying the Tech is Unavailable if you select an Unavailable date.

As discussed in the section entitled 'Selecting a Tech and Day', you will simply click on the grid block for the Technician and Date to which you wish to assign the new call.

Alternate WO Count/ Zone View

An alternate view is available via registry (see TechFinder Alternate View - sys-ffv-global-settings registry option ) that displays the following:

W=n Z=n

where W means Work Order and n is the number of work orders for that day and Z means Zone and n is the number of work orders scheduled that day that match the search zone specified. The background colors of Green, Yellow and Red are retained to indicate estimated hour load.

Important Fields: Middle Pane

The middle pane of the TechFinder lets you adjust the parameters used to generate the list of eligible technicians and service dates.

Search Focus:

Service Zone:
When the TechFinder is first opened, the Service Zone defaults to the one specified in the Client Site record, and only those Techs attached to this Zone (with an appropriate Certification) will be listed. You may change the Service Id by entering a valid Id or double-clicking to select from a list.

Proximity:
The Proximity field is initially blank; only Techs (with appropriate Certification) attached to the specified Zone will be listed. To increase the list of eligible Techs, enter a number in this field. All Techs attached to Zones with proximity with this Proximity rating or less will be listed.

Example:
Supposed Cleve-DT (Cleveland Downtown) is selected. The following Zone are related to Cleve-DT with these proximity values:

Cleve-West 1
Cleve-East 1
Cleve-South 2
Euclid  3

If you entered a 2 in the Proximity field, Techs assigned to Cleve-West, Cleve-East and Cleve-South would be listed, but Techs assigned only to Euclid would not be.

Technician Id: Date Scheduled:
These display-only fields display the Technician and Date you selected for the new call by clicking a block in the upper right-hand panel.

Start Date:
This field determines the starting date of the grid in the upper right-hand pane. It defaults from the Date Scheduled in the New Call viewer; today's date will default if the Date Scheduled was blank when the TechFinder button was clicked. This date may be changed by the user; when you tab out of this field, the grid will be updated to reflect the new Start Date.

Original Technician:
This field displays the technician to whom the work order was originally assigned. If the work order was not a assigned to any technician, ‘unassigned’ will appear.

Days:
The number of days of the grid in the upper right-hand pane. This field defaults from the sys-tech-finder registry setting, but may be adjusted by the user. When you tab out of this field, the number of days in the grid will reflect the new value.

Restrict to Techs Already Scheduled to Work in Zone(s)?
If you check this box (by double-clicking on the field or pressing Spacebar), the Technician list will be restricted to those already scheduled to work at Sites in the selected Service Zone or Zones.

Show Additional Techs Already Scheduled to Work in Zone(s)?
This box should be checked (by double-clicking on it or pressing the Spacebar) if you wish the grid to include all technicians that service the selected zones as well as any additional techs that have one or more calls scheduled within the selected zones, regardless of where or not the certification criteria matches.

Service Zone Id Range:
This range is automatically updated when you change the Search Focus Service Zone and Proximity fields. It may be manually set by the user to specify which Service Zones should be queried for eligible Technicians.

Example:

To search for Technicians in Zones A1 through A5:   A1_A5

To search for Technicians in all Zones beginning with A:  A%

To search for Technicians in Zones A1, B2, C5:   A1,B2,C5

Certification Range:
 

This range defaults from the Certifications found in the Equipment's Main and Certifications tab, and the Sites's Certifications Tab.  It will be prepended with an ampersand (&) so that only the active Technicians who have EVERY certification listed (subject to additional filter criteria will appear.  

It may be manually set by the user to specify different or additional Certifications.

If you precede the list of Certification Categories with an ampersand (&), Techfinder will ONLY display the active Technicians who have EVERY certification listed (subject to additional filter criteria).  

Examples:

&CERT1,CERT2,CERT3
This returns only active Technicians that have all three Certifications listed in their Technician record.

CERT1,CERT2,CERT3
This returns all active Technicians that have any or all of the three Certifications listed in their Technician record.

How to Use the TechFinder:

Selecting a Technician and Date:

1. When the TechFinder viewer appears, consult the grid in the upper right-hand pane, and click on the block for the day and technician you want to assign the new call to. Use the hours already scheduled and color coding as a guide to assist in your selection. When you click on a block to select it, it will be displayed in white.

2. When you select a date block, the lower left-hand pane is populated with the new call, followed by a list of the technician's other scheduled work orders for that day (if any). The hourly schedule itself appears in the lower right-hand pane.

3. To schedule the new call, click on the time block in the corresponding new call line that you wish the new call to start.

4. The system displays a confirmation box that also enables you to adjust the Estimated Hours for the call. If the Technician, Date or Time are wrong, click Cancel and try again.

Additional Technician Box:
If you check this box, the technician that you selected will be added to the Tech Tab of the work order, instead of replacing the original technician.

5. Once the information is correct, click Yes to confirm the information.

6. The TechFinder window will close, and the Technician, Date, Time and Estimated Hours you have selected will be returned to the New Call screen. At this point, you can complete the new call; remember to Save the call to actually create the work order.

What if I Need to Rearrange the Technician's Schedule

1. If the technician's schedule needs to be rearranged to accommodate the new call, you can adjust the starting time of the existing calls displayed in the lower right-hand pane, or even change the date schedule or technician. The changes that you make in the TechFinder will be reflected on the Dispatch Board and in the Work Orders themselves.

2. To change the time, date, technician or estimated hours of an existing call displayed in the lower left-hand pane, click on the time that you want it to start in the corresponding line of the lower right-hand pane.

3. The system displays a confirmation box that also enables you to adjust the Technician, Date Schedule, Time Scheduled and Estimated Hours for the call.

4. Once the information is correct, click Yes to confirm the changes.

5. Continue to adjust the existing calls as needed to create a time slot has been created for the new call.

6. Schedule the new call by clicking the time click on the time block in the corresponding new call line that you wish the new call to start.

7. The system displays a confirmation box that enables you to adjust the Estimated Hours for the new call. Once the information is correct, click Yes to confirm the information.

8. The TechFinder window will close, and the Technician, Date, Time and Estimated Hours you have selected will be returned to the New Call screen.

9. Complete the new call; remember to Save the call to actually create the work order.