Technicians must be set up before they can be assigned service work.

Setting up the technicians

1. Choose 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 check box 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.
   • MobileTech Password
     If you are a registered user of the MobileTech module, you can monitor two types of field technicians: those who use MobileTech communication and those who do not. Register each MobileTech technician by inserting a password - or leaving the password empty - and marking the MobileTech User check box.
   • 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 in based on the branch name selected; these fields are not editable.  For information on assigning multiple branches, see Assigning technicians to multiple branches.
3. Additional setup options available via buttons in this window:
   • Skill Set - see Assigning skill sets to technicians.
   • Labor Plan - see Assigning labor plans to technicians.
   • Shifts - see Assigning shifts to technicians.
   • Activities - see Viewing technician activities.
   • Service Areas - see Assigning service areas to technicians.
   • 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. Choose Save.

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For skill level setup information, see Setting up skill levelsUp Skill Levels.

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Assigning labor plans to technicians

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For shift setup information, see Setting up technician shiftsUp Technician Shifts.

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Viewing technician activities

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For activity ID setup information, see Setting up technician activity Up Technician Activity IDs.

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Assigning service areas to technicians

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1. Choose Microsoft Dynamics GP > Tools > Setup > Service Management > Lookup Setup > Technicians > Technicians.
2. Select a technician and choose the Service Area button.
3. The Service Area Setup window opens. See Setting up service areasUp Service Areas for information about this window.

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For branch setup information, see Setting up branchesUp Branches.