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- Select Microsoft Dynamics GP > Tools > Setup > Service Management > Lookup Setup > Technicians > Technicians.
- 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. - 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 checkbox. - 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.
- Technician ID
- Additional setup options are 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 Typically, each technician is assigned to a site that equates to their truck.
- Select Save.
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Once shifts are set up, you can assign one or more shifts to a technician. You would use more than one shift if the technician's working schedule temporarily changes, for example, from days to nights. To be scheduled, the technician must be assigned to a shift.
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Service areas define customer locations classified by geographical area. The technician entered in the first line is considered the primary technician. The technician entered in the second line is considered the secondary technician.
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