Create a Technician Activity Appointment
- Documentation Reviewer
- Kimberly Onnen
Depending on your company's settings, you can create a technician activity appointment from the calendar. Examples of technician activities: meetings, jury duty, sick days, training, etc.
MobileTech does not perform any conflict resolution for overlapping technician activities. You are able to create more than one activity for the same day/time.
Estimated hours entered cannot be more than 24 hours.
To create a technician activity:
Select the Calendar icon in the left navigation.
Select the Add icon in the top right corner.
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.
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.
Select Save.
Sync your device.