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See Viewing technician activities to view a technician's activities.

Activity IDs are assigned in the Appointment Wizard. See Creating activity appointments and job appointments for more information.

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Setting up service areas

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1. Choose Microsoft Dynamics GP > Tools > Setup > Service Management > Lookup Setup > Technicians > Technicians.
2. Select a technician and choose the Skill Set button in the Technician Setup window.
3. Enter a Skill Set ID, then complete the following fields as necessary:
   • System
     Use the lookup to make a selection. You cannot enter information that does not exist in the lookup data. See Setting up system, major, and sub 1, 2, 3, and See About System, Major, Sub 1-4.
   • Major
     Use the lookup to make a selection. You cannot enter information that does not exist in the lookup data. See Setting up system, major, and sub 1, 2, 3, and 4. 
   • Certification Agency, Date Last Certified, Date Certification Expires, and License Number
     Mark the Certified check box if the technician is certified, and use these fields to describe the certification.
4. Choose Save to return to the Technician Setup window.

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1. Choose Microsoft Dynamics GP > Tools > Setup > Service Management > Lookup Setup > Equipment > Equipment Types.
2. Complete the following fields, as necessary.
   • Equipment Type
     Create a name for the equipment type.
   • Equipment Model Number, Manufacturer ID
     You may want to set up equipment types based on the model or manufacturer; if not, these fields are not required.
   • System, Major, Sub 1 - Sub 4
     These fields are used when assigning maintenance tasks to pieces of equipment. Complete these fields if all pieces of equipment belonging to this type share the same components. This information is for reference and sorting only and does not affect the individual tasks making up the task list. See  See About systemSystem, majorMajor, sub 1, 2, 3, and Sub 1-4.
   • Task List ID
     Assign task codes and task lists to be performed on this equipment type. Whenever the equipment type is assigned to a piece of equipment covered by a maintenance contract, the maintenance tasks and task lists go with the equipment record.You can change which tasks are assigned to the equipment type by zooming on the Task List ID field. If tasks change on the master equipment type, however, these changes do not affect equipment types already assigned to a maintenance contract. Similarly, task changes made to equipment at the maintenance contract level are not reflected in the master equipment record.
   • Warranty Days, Extended Warranty Days, Extended Warranty Type
     Complete the warranty information fields if applicable.
   • User-defined
     You may have labeled these fields during setup. See Labeling user-defined fields. If you chose to validate the first and second user-defined fields in the Location window during setup, lookup windows will be attached to the fields and users will be prompted before adding to the lookup data. See Choosing service options.
3. Choose Save.

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