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Create a Technician Activity Appointment
Create a Technician Activity Appointment
- Documentation Reviewer
- Kimberly Onnen
Owned by Documentation Reviewer
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 can 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.