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Kimberly Onnen

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To create a technician activity:

  1. Select the Calendar Image Removed icon in the left navigation.
  2. Select the Add Image Removed icon Add icon in the top right corner.
  3. In the Appointment form, complete the following:
    • Technician: Activity: Select the technician activity.
    • Start Date: Auto populates if a date and/or time was selected on the calendar. (Not all devices allow for the date/time selection.)

    • Estimated Hours: Enter the estimated hours for the activity.

    • Description: (Optional) Enter a brief description of the activity.
    • Status: Select the status of the activity.
    • Technician: Auto populates with your technician ID.
  4. Select Save Image Removed.
  5. Sync your device.