Set up a preferred technician

You can select any worker as a preferred technician for a service agreement or service order. However, it is a good idea to add the worker to the appropriate dispatch team so that the worker is included on the Dispatch board.

Assign employee to a dispatch team

1. Click Human resources > Workers > Workers. Double-click a worker to open the worker details page. On the Action Pane, click Setup >Dispatch team to open the Dispatch workers form.

2. In the Dispatch team field, select the team to assign the worker to.

Assign a preferred technician to a service agreement

1. Click Service management > Service agreements > Service agreements. Double-click a service agreement to open the details form.

2. On the General tab, select the Preferred technician field, and then select a member of the appropriate dispatch team as the preferred technician for the service agreement.

Assign a preferred technician to a service order

1. Click Service management > Periodic > Dispatch board.

   Note

   In the Dispatch board form, specify a date range for dispatch activities to view. Also, specify whether to display closed activities and whether to limit the dispatch activity list to teams that you belong to or are authorized to monitor. Click OK to open the Dispatch board.

2. Select the line of the service activity to modify.

3. On the Related tab, use the Worker list to assign a member of the appropriate dispatch team as the preferred technician for the service call.

See also

Develop and establish service agreements overview

Create service orders manually

Service agreements (form)