All or some of a technician's duties can be reassigned to one or more technicians.
For example, you could use this feature to even out workloads among technicians. Or if a technician leaves the company, you could easily reassign the technician's duties to other technicians.
When an appointment is reassigned, its starting time is cleared, or set to 12:00 a.m., and the system verifies that the skill set of the technician being assigned matches the skill level assigned to the appointment. A message displays if the skill levels do not match.
- Choose Microsoft Dynamics GP > Tools > Utilities > Service Management > Tech Reassignment.
- Use the lookup window to choose the Source Technician ID.
- From the drop-down list, choose the duties assigned to the source technician by:
- Location Primary (LP)
- Location Secondary (LS)
- Location Skill (LSK)
- Contract Primary (CP)
- Service Call/Appts (SA)
- Use the lookup to choose the Destination Technician ID.
- The Appointment Status field is enabled when the Service Call/Appts duty is selected. The default status is UNASSIGNED but you can choose a different status by using the lookup.
- In the left scrolling window, select the location fields to be reassigned. Choose Insert >> to insert them one at a time, or choose All >> to insert all the fields.
- Choose Move to reassign the duties.