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1. Select Microsoft Dynamics GP > Tools > Setup > Service Management > Lookup Setup > Technicians > Technicians.
2. Complete the following fields, as necessary.
   • Technician ID
     Unassigned is a default technician ID and cannot be deleted.
   • Inactive
     Mark this checkbox to inactivate the technician. Inactive technicians cannot be assigned to new service calls and will not appear on most lookup lists. They only display in Technician Setup and the Source Technician lookup in Technician Mass Reassignment (Microsoft Dynamics GP > Tools > Utilities > Service Management > Tech Reassignment). You can reactivate a technician at any time.

   • Employee ID or Vendor ID
     Link the technician to either an employee ID or a vendor ID. Select the appropriate radio button and enter the corresponding ID. If you have not yet set up the employee or vendor in Microsoft Dynamics GP, you can zoom on the Employee ID or Vendor ID field to do so. An employee ID can only be associated with one Technician ID. 

     Note
     If neither the Employee ID or Vendor ID is selected, the Technician ID is saved as the Technician Long Name.

     
     

   • Primary Skill Level
     When creating appointments, the system checks the technician's primary skill level against the skill level required to perform the task. You are still able to schedule the appointment if the skill levels do not match.
   • Technician Team
     Used with Schedule.
   • Extended Hours
     If you are using the Advanced Scheduling modules, enter the amount of time a technician can work beyond each daily shift. For example, if a technician is assigned to a 7 a.m. – 3 p.m. shift (8 hours) and has two hours of extended time, you can assign the technician to service call appointments for a total of 10 hours. The extended hours can occur at the beginning and/or end of the technician's shift. If an appointment's estimated time exceeds the technician's extended hours, you will receive a message. You can password-protect scheduling a technician past the extended hours.
   • Refrigerant Certification #
     Enter the certification number required to work on refrigeration systems, as specified under Section 608 of the Clean Air Act.
   • Branch Name
     If you are using global filtering, enter branch information. The Affiliate, Region, and Branch fields fill are filled in based on the branch name selected; these fields are not editable.  For information on assigning multiple branches, see Assigning technicians Technicians to multiple branchesMultiple Branches.
3. Additional setup options are available via buttons in this window:
   • Skill Set - see Assigning skill sets Skill Sets to techniciansTechnicians.
   • Labor Plan - see Assigning labor plans Labor Plans to techniciansTechnicians.
   • Shifts - see Assigning shifts Shifts to techniciansTechnicians.
   • Activities - see Viewing technician activitiesTechnician Activities.
   • Service Areas - see Assigning service areas Service Areas to techniciansTechnicians.
   • Inventory Sites - This is used with MobileTech. This determines what inventory sites will be synchronized to the technician's device. Typically, each technician is assigned to a site that equates to their truck. 
4. Select Save.

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