Difference between revisions of "How do I create technicians?"
From Catalyst
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== More Information == | == More Information == | ||
Go to {{Menu|{{WS}}|Maintenance Options|Technicians Labour Rates|Add or Edit Labour Codes}}. | Go to {{Menu|{{WS}}|Maintenance Options|Technicians Labour Rates|Add or Edit Labour Codes}}. | ||
| − | * | + | * If you don't have any Labour codes set up currently, you will be presented with the {{DataPrompt|Labour Code Properties}} window but otherwise |
| + | press {{KeyPress|F6}} or the {{Button|Add}} button to open this window. | ||
| − | {{Note|text=The Labour code must be unique and cannot match any other Labour code or a Parts Stock Code!}} | + | * At {{DataPrompt|Labour code:}}, enter a unique code to represent this technician. |
| − | + | {{Note|text=You could use the technician's initials as the code.}} | |
| − | + | {{Warning|text=The Labour code must be unique and cannot match any other Labour code or a Parts Stock Code!}} | |
| − | * At {{DataPrompt|Labour | + | * At {{DataPrompt|Labour type:}}, choose {{DataValue|Technician}}. |
| − | + | {{Note|text=Choosing {{DataValue|Description}} here would mean that this code is not a true Technician and it could not be used in the {{Menu|{{WS}}|Real Time Labour Logging}} to record time. {{DataValue|Description}} codes simply describe the type of labour undertaken and are used to display this information on invoices for the customer.}} | |
| − | + | * At {{DataPrompt|Labour Name:}}, type the full name of the technician being created. | |
| − | + | * If the Technician is also a user of Platinum, you may enter his user code at {{DataPrompt|User Code:}}. | |
| − | + | * You should generally leave {{DataPrompt|Sales Centre:}} blank unless advised otherwise by your accounts department. There is a system default that should not need to be overridden. | |
| − | * | + | * Again, generally leave {{DataPrompt|V.A.T. Rate:}} at {{DataValue|0 - No default}} and the system default will be used. |
| − | * | + | * {{DataPrompt|Category:}} is yet another one to leave blank under most circumstances! There is also a system default at work here! |
| − | * | + | * If you have multiple depots, at {{DataPrompt|Depot:}}, enter the code for the depot at which this technician works. Otherwise, leave it as the default. |
| − | * | ||
* The {{DataPrompt|Primary Skill}} field is intended to be used as a way of linking the Technician to a particular Workshop Job upon job creation. Enter the Technicians Initials in the Primary Skill field and press {{KeyPress|S+F10}} to create the "skill" and give it a suitable description. | * The {{DataPrompt|Primary Skill}} field is intended to be used as a way of linking the Technician to a particular Workshop Job upon job creation. Enter the Technicians Initials in the Primary Skill field and press {{KeyPress|S+F10}} to create the "skill" and give it a suitable description. | ||
| − | |||
* At {{DataPrompt|Start Date:}}, enter the starting date of the technician. | * At {{DataPrompt|Start Date:}}, enter the starting date of the technician. | ||
| − | * | + | * Assuming the technician is still part of the workforce, you should leave {{DataPrompt|Leaving Date:}} blank. |
| − | + | * At {{DataPrompt|Available Hours}}, enter the specific amount of hours the technician is contracted to work from {{DataPrompt|Sunday}} through to {{DataPrompt|Saturday}}. ''If he is not available on specific days during the week (e.g. Days Off), leave the available hours on that day set to {{DataValue|0}}. | |
| − | + | * Find out how to assign {{DataPrompt|Labour Rates}} [[How do I Create or Change Labour Rates?|HERE]]. | |
| − | + | * Once you have filled out all this information, press {{Button|Done}} and then {{DataValue|Accept}} the changes. | |
== Adding Extra Technicians == | == Adding Extra Technicians == | ||
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=== Copying technicians === | === Copying technicians === | ||
| − | + | On the {{Menu|Add or Edit Labour Codes}} window: | |
| − | * | + | * Press {{Button|List}} to list all the available technicians. |
| − | * | + | * Highlight the technician on the list that you want to copy the details from and press {{Button|Copy}}. |
| − | + | * A new window will popup asking you to enter a new labour code. Enter the code for the new technician here and press {{Button|OK}}. | |
| − | * | + | * You now have the ability to change any information for the new technician. |
| − | * | + | * Once you have finished, press {{Button|Done}} and then {{DataValue|Accept}} the changes in the normal way. |
== See also == | == See also == | ||
Revision as of 11:06, 30 June 2014
Summary
This article explains how to create technicians in the workshop system and assign them the relevant amount of hours for the workshop diary. Once you have created one technician and the labour rates, you can then use this as a template and create other technicians by copying an existing one.
More Information
Go to " Workshop Maintenance Options Technicians Labour Rates Add or Edit Labour Codes".
- If you don't have any Labour codes set up currently, you will be presented with the "Labour Code Properties" window but otherwise
press <F6> or the [Add] button to open this window.
- At "Labour code:", enter a unique code to represent this technician.
 | You could use the technician's initials as the code. |
 | The Labour code must be unique and cannot match any other Labour code or a Parts Stock Code! |
- At "Labour type:", choose 'Technician'.
| Choosing 'Description' here would mean that this code is not a true Technician and it could not be used in the " Workshop Real Time Labour Logging" to record time. 'Description' codes simply describe the type of labour undertaken and are used to display this information on invoices for the customer. |
- At "Labour Name:", type the full name of the technician being created.
- If the Technician is also a user of Platinum, you may enter his user code at "User Code:".
- You should generally leave "Sales Centre:" blank unless advised otherwise by your accounts department. There is a system default that should not need to be overridden.
- Again, generally leave "V.A.T. Rate:" at '0 - No default' and the system default will be used.
- "Category:" is yet another one to leave blank under most circumstances! There is also a system default at work here!
- If you have multiple depots, at "Depot:", enter the code for the depot at which this technician works. Otherwise, leave it as the default.
- The "Primary Skill" field is intended to be used as a way of linking the Technician to a particular Workshop Job upon job creation. Enter the Technicians Initials in the Primary Skill field and press <S+F10> to create the "skill" and give it a suitable description.
- At "Start Date:", enter the starting date of the technician.
- Assuming the technician is still part of the workforce, you should leave "Leaving Date:" blank.
- At "Available Hours", enter the specific amount of hours the technician is contracted to work from "Sunday" through to "Saturday". If he is not available on specific days during the week (e.g. Days Off), leave the available hours on that day set to '0'.
- Find out how to assign "Labour Rates" HERE.
- Once you have filled out all this information, press [Done] and then 'Accept' the changes.
Adding Extra Technicians
Once you have created one technician, you should create any others by copying the details from a suitable existing technician.
Copying technicians
On the " Add or Edit Labour Codes" window:
- Press [List] to list all the available technicians.
- Highlight the technician on the list that you want to copy the details from and press [Copy].
- A new window will popup asking you to enter a new labour code. Enter the code for the new technician here and press [OK].
- You now have the ability to change any information for the new technician.
- Once you have finished, press [Done] and then 'Accept' the changes in the normal way.
See also
- How do I make a technician leave?
- From where do the Workshop available hours come?
- What do I do if a technician is not available for work?
- How do I add Labour to a Workshop Job?
- How do I Create or Change Labour Rates?
