Technician schedules window

The Technician Schedules window is used to determine technicians' availability. The window is part of the Advanced Scheduling features. The window can be opened by choosing the Technician schedules button in the Technician ID field from Dispatch Board, Service Call window, and Appointments window. The Service Date field defaults with the date entered in the calling window. If no date was entered, the system date defaults.

Filtering data

The Technician field defaults with the technician from the calling window. The Skill Level field and the Service Area field are used to filter technicians. If a service area is entered as a filter, the technicians list in the sequence established in the Service Area Setup window (Microsoft Dynamics GP > Tools > Setup > Service Management > Lookup Setup > General > Service Area).
Use the Clear button to display all technicians.
The starting time in the Service Call or Appointments window defaults into the Hours reflected as of: field, which we call the Time field. If you click select the clock button in the Time field, the system time defaults. If the Starting Time field in the Service Call or Appointments window is blank, the system time defaults.

Viewing scheduled hours

The scrolling window displays the available, allocated, and MCC hours for each technician. This information assists you in determining which technician to assign to a service call appointment.

Available hours are calculated based on the length of the shift plus extended hours minus any activity appointments and assigned service appointments. Allocated hours are the total of the activity appointments for the technician and all assigned service appointments. MCC hours are the total of all MCC service appointments assigned to the technician.

The available, allocated, and MCC hours are based on the time displaying in the Time field at the top of the window. For example, if a technician's shift was nine hours long (8:00 a.m. - 5:00 p.m.), and no activity appointments or service call appointments were assigned to the technician, and 8:00 a.m. is entered in the Time field, the available hours would be nine. If 11:00 a.m. was entered in the Time field, the available hours would be six.

Viewing unscheduled appointments

To view appointments that haven't been scheduled to a technician, enter Unassigned in the Technician field. The Available row in the scrolling window will always be zero since you can't set up a shift for the Unassigned technician. The Allocated row, however, displays the total unassigned hours. This is useful to dispatchers because it displays the total hours that need to be assigned to technicians. The MCC row displays the total unassigned MCC hours.

Navigating from the technician schedules window

Highlight a technician and select the Select button to return to the Service Call window with the selected technician in the Technician ID field.

The Technician Board – Appointments window opens when you select a row in the Technician Schedules' scrolling window and then zoom on the date heading.