Create/maintain the list of technicians. This record may be used for employee technicians, subcontractors, sales reps. The Technician Certification tab may be used to attach equipment certifications to your technician record.
Required for Dispatching and TechAnywhere.
See Registry Entry Technician Viewer for details on specifying a custom Technician Evaluation Report.
See Registry Dispatch Board (sys-viewer-vdsptchbrd) for the option to enable Unavailable Techs to be identified on the Dispatch Board, TechFinder, New Call and on the Work Order Tech tab.
The tabs in the upper section of this screen organize the primary Technician information. These fields are listed below under their respective tabs. Click on one of the following buttons to jump to the description.
The tabs on the lower section of this screen display the Technician 'child' tables. Click on the following buttons to see additional information:
Technician Id:
An Id that clearly identifies this technician, subcontractor, or sales rep.
For technicians, this Id will appear on the Dispatch Board. For example, the Id could consist of the technician's initials, last name and first initial, etc. Since this Id must be unique, you could add a number to the Id if two of your technicians had the same initials (jmk and jmk-1). In the case of a subcontractor technician, you might use the business name of the subcontracting firm. This field is required.
Technician Name:
The full name of the technician, subcontracting firm, sales rep or client; this field is optional but highly recommended.
Primary Phone # Cellular Phone#: Pager:
The primary and cellular phone, and pager numbers for this technician. The Primary Phone and Pager will be displayed on the Power Board's Tech Summary. By default, the Pager will appear on the Column Header of the Classic Board (although this may be changed via registry).
Employee Id:
Required for Payroll, Job Costing and Centralized Invoicing. The employee Id for this technician. Press Alt+F7 or double click on this field to select from a list. This field should remain blank if this technician is a subcontractor client and not an employee.
Vendor Id:
If this Technician record is for a subcontractor, enter the appropriate Vendor Id. When a work order is generated for this technician, a purchase order will automatically be generated for the vendor if the web access for this technician (on the Remote Access tab) is also set to Subcontractor.
Technician Start Time: Technician Quit Time:
The regular starting and quitting times for this technician. Enter the times in a 24 hour (military) format. For example, it the technician normally starts at 8:00pm and quits at 5:00pm, you would enter the starting and quitting times as 0800 and 1700 respectively. Alternately, press Alt+F7 to access the Clock viewer to do so. These fields are optional.
Insurance
If this technician holds a certificate of insurance, check this box by double-clicking on it or pressing the Spacebar. This field is primarily applicable to technician/subcontractors.
Special Skills
Check this box (by double-clicking or pressing the Spacebar) if this a Special Skills technician.
Email Address:
Enter the email address for this technician. This field is will be used by the scheduled event manager to email alarms and notifications to this technician.
Email Fax:
If Faxaway is implemented on your system, enter the Email Fax address for this technician.
Email Address 2: (Email Pager in Version 7.3)
When the Email button on the Dispatch Board is clicked, the “To” field in the Email form will default from this field. If this technician is to receive pages for alarms and notifications, enter the appropriate address here.
Notes
Special information concerning this employee, subcontractor or client.
Technician Street Address
City State ZIP
If this technician is an employee, enter his home address. If this technician is a subcontractor, enter the business address.
RAQ Group:
This field is reserved for TechAnywhere use.
Technician User 1-10:
You may use these optional fields to record addition information for TechAnywhere or reporting purposes.
Active Inactive
If the Active option is selected, this record will be considered Active for purposes of active filtering, the Dispatch Board display, and the Client, Remote Tech, and Service Provider (subcontractor) web interfaces. Select the Inactive option if the corresponding Technician or Subcontractor is no longer employed by your firm, or this customer is no longer allowed to access the Client Web interface.
Vendor Name:
If the Vendor field is completed on this subcontractor technician record, the Vendor's Name will be displayed, and the following fields will be completed if applicable.
Insurance Required: Insurance Expired:
The insurance required field defaults from the Insurance Required field in the Vendor record. If this field is checked, the system will check the INS tab in the Vendor record to determine if all insurance is still valid. If not, the Insurance Expired field will also be checked.
Purchases
Payments Blocked:
If this display field is checked, the Vendor’s Insurance is flagged as 'Block Payments' and it is currently expired. A 'Payments Blocked' subcontractor may be selected in New Call, from the Dispatch Board or on a Work Order in Version 9.1.
Purchases Blocked:
If this display field is checked, the Vendor’s Insurance is flagged as 'Block Purchases' and it is currently expired. In Version 9.1, Purchases Blocked Techs may NOT be selected in New Call, from the Dispatch Board or on Work Order.
Labor Rate Id:
This field will default in when the Employee Id is selected on the Main tab.
It is used to provide the default Labor Rate category for this technician to use when entering hours in TechAnywhere, the Work Order Labor tab and WO Time Entry (regular time) for Field hours (as determined by the Employee record or Job Cost Code). The Labor Rate will default from the Employee record (Labor Rate Id field) for Office type hours entered on the Work Order Labor tab and the Work Order Entry function.
Note: Prevailing Wages Jobs – Employee Overrides
If you are entering time for a Prevailing Wages Job, the values found in the Employee Overrides tab of the Job record will override the default employee Labor Rate and Pay Type. These overrides will only be implemented when the cost code type is set to field for the journal entry.
Registry Setting: Office/Field Determined by Job Cost Code
An option of the sys-ffv-global-settings registry entry (Registry Entry Global Settings ) enables the system to determine whether hours should be considered 'office' or 'field' depending on the Job Cost Code's Work Type setting. If this option is implemented, hours charged to a 'Field' Job Cost Code will be considered field hours, regardless of whether the employee is Office or Field.
Pay Type Id:
The default Pay Type for this technician to use when entering hours in the Work Order Labor tab for Job Cost Codes flagged as Field. If the Cost Code is flagged as Office, the Pay Type will default from the Employee record for hours entered on the Work Order Labor tab. The Work Order Entry function always uses the Employee pay type default.
Employee Type Id:
Enter a valid employee type or double-click to select from a list. This field can be used to differentiate between employees and sub-contracting technicians.
Location Id:
Optional for use with advanced inventory. This Technician's truck or default stocking location. Press Alt+F7 or double click on this field to select from a list.
No Escalation?
Flagging this field stops future "Tech Based" escalation events from being generated when this Technician is added to a work order. Typically, this field would be flagged for a "non-tech" (such as a billing agent).
If this field is not flagged, "Tech Based" events (any event where to Notify Id points to the Technician radio button) from the Escalation Profile will continue to be duplicated when a new or additional tech is assigned to a work order.
Overtime:
Pay Type Id: Labor Rate Id:
Enter the default Pay Type and Labor Rate to be used when entering Overtime hours in the Work Order Entry viewer.
Doubletime:
Pay Type Id: Labor Rate Id:
Enter the default Pay Type and Labor Rate to be used when entering Double-time hours in the Work Order Entry viewer.
Charge #1 - #9
Any special (e.g., trip) charges associated with this technician. These fields are designed to be used for informational purposes such as to note subcontractor charges. They could then be displayed on a customized version of the Classic Board, TechFinder, or on custom reports. They are NOT designed as defaults for invoicing or purchase orders.
Web Access: None Technician Subcontractor Client CSR
This field controls which type (if any) of web access is enabled for this record. This field is also used to control the initial setting of work orders created for this technician. If it is set to None, the new work orders will be set to Waiting Service by default. If set to Technician, new work orders will be set to Unacknowledged. These defaults may be overridden by a registry setting; see Registry Entry Web Access for details.
Note - WO Materials Requisitioning Override
If a Work Order is created with Required Resources by one of the following means:
Specifying/checking PM Parts on the Client Site Equipment PM Schedule (DisableReqPMParts is not set to true in sys-start-scrtepmwo)
Specifying PM Parts in Master Contract (DisableReqPMParts is not set to true in sys-start-scrtepmwo)
Attaching Required Resources in New Call
the Technician status will always be is set to Waiting Parts instead of the default status for the type of technician, or the presence of the registry entry referenced above.
None
Select None if remote access is not implemented on your system, or if this technician should not have web access. The default status for these techs in Waiting Service unless overridden via registry.
Subcontractor
If this Technician record is for a subcontractor and you want a purchase order to be automatically generated when a work order is generated, select this option AND set complete the Vendor Id field on the Main tab. This option should also be selected if the this technician will be accessing the software via SubAnywhere. If a PO is linked to a work order for this Subcontractor, the Purchase Order Shipping address can be set to the Technician Address (on the Main tab of the Technician record) by clicking the Service Provider option.
Technician
Select Technician if this technician will be accessing the software via TechAnywhere. The default status for these techs is Unacknowledged unless overridden by registry.
Client
In previous releases, Client was used to identify a customer accessing the software via the Client Web interface. Although this usage is still supported, its use is deprecated in favor of using a Web User Record to enable client access. Note that technicians identified with Client web access will not be displayed when you double-click to select a technician in the New Call, Dispatch Board, or Work Order viewers.
CSR
Select CSR if this individual will be accessing the software via the CSRAnywhere interface. This option is obsolete in Version 9.0 and above.
Remote Device Type
None: Select None Remote Access is set to None. If SubAnywhere is NOT enabled, set the Remote Device Type to None for a SubContractor Tech.
Windows - Android:
If the Tech is using TechAnywhere, select the type of device he or she is using (Windows or Android).
Version 7.3 Update: The 'Windows' option replaces the old option named 'XP'. When an XP-type Technician record is accessed, the Device Type will be switched from ‘XP’ to ‘Windows’ and the user will be requested to save the change.
CE - Web: Custom implementations only. Note that the Remote Pin field must be completed for IVR installations.
SubAnywhere: If SubAnywhere IS enabled and Web Access is set to Subcontractor, set the Remote Device Type to SubAnywhere. This field controls whether PO’s are created as Released (None) or Unreleased (SubAnywhere). If a particular subcontractor should not have access to SubAnywhere, set the Remote Device Type to None.
New Password: Confirm Password:
This field is required if this is a TechAnywhere Technician or Web-Enabled Client (if using the old-style web access). The password must be entered and re-entered (in the Confirm Password box) to be valid. The password is restricted to letters and numbers only.
Web Security Id:
This field is typically completed for a Client record, to limit the equipment he or she has access to on the Client Web Interface. If web access is enabled for this Technician, enter the appropriate Web Security if you want to control which work orders this technician will have access to.
TechAnywhere Prefix
This field is required to facilitate a unique numbering scheme for Purchase Orders created in TechAnywhere. PO numbers will be generated using a 5-digit counter, prefixed by the Tech Prefix ... i.e. JT10001.
Remote Pin:
If Voice Response (IVR) is implemented on your system, enter the 4-digit access code for this user.
Last TA Activity Date: Last TA Activity Time: Last TA Version:
This display-only field shows the most recent TechAnywhere activity and version number used by the selected Technician. This field is updated every time the tech performs a sync.
Contact 1 Contact 2
If this record is for a subcontractor, enter the First Name, Last Name, Salutation, Title, Phone, Cell Phone, Fax and Email address of your primary and secondary contacts at this firm.
Miscellaneous Info1 Miscellaneous Info 2
You may use these optional fields to record additional information.
This tab displays the Technician’s current Evaluation Grade earned on work orders for which he/she was the primary technician. It may also be used to launch the Compute Technician Evaluation function.
Evaluation Grade:
The Evaluation field is computed by the system (when Start Compute Technician Evaluation is run) based on the number of points that were earned divided by the number of points available during the specified time period. The higher the score (out of 100), the better the evaluation. This field may be manually set if the computed evaluation does not actually reflect the technician’s performance, or if your firm employs a different method to establish technician grades.
Evaluation Date:
This field is set by the system when the Compute Technician Evaluation is run for this Technician.
Start Date: End Date:
These fields are set by the system when the Compute Technician Evaluation is run for this Technician. Work Orders that were created within this date range were evaluated to determine the Evaluation Grade.
Comments:
This field is set by the system when the Compute Technician Evaluation is run for this Technician.
Click this button to launch the Compute Technician Evaluation function for this Technician.
Click this button to print the evaluation report that your firm uses. This report is specified via a registry entry.
This Query View tab lists all work orders assigned to this Technician that have a Work Order Status Category of Open. The most recent work orders appear at the top of the list. Double-click on a line to view the Work Order itself.
This Query View tab lists all work orders assigned to this Technician that have a Work Order Status Category that is not set to Open (e.g., Completed, Billed, Ok to Invoice, etc.). The most recent work orders appear at the top of the list. Double-click on a line to view the Work Order itself.