Difference between revisions of "How do I make a technician leave?"

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== More Information ==
 
== More Information ==
To show a technician as having left, how you should go about this will depend on how your technicians are set up.
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If you are using Platinum Online or Real Time Labour Recording to record labour, then your technicians will be linked to a Platinum user code.
  
If you are entering the technicians times manually, then please follow this process:
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{{Warning|text=It is important that you do not enter a leaving date on their record until they actually leave else they will be immediately unable to access Platinum or Platinum Online.}}
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Go to {{UserSettings}}.
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* Find the user for that technician.
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* Set the {{DataPrompt|Leaving Date}} to the date that they left.
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* Click {{KeyPress|Done}} and {{Button|Accept}} the changes.
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* The leaving date on the technician record will be auto set to the date entered on their employee code.
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If you record labour by adding it manually to a job, then please follow this process:
  
 
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}}.
* Press {{Button|List}} and find the technician in the list.
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* Click {{Button|List}} and find the technician in the list.
* Highlight this technician and press {{Button|Edit}}.
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* Highlight the technician and click {{Button|Edit}}.
* Move to the {{DataPrompt|Leaving Date:}} and enter the date that the technician left. From this date forward, the technician's hours will be excluded from the available hours in the Diary. Do not change the hours that the technician worked since this will upset historic reporting.
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* Move to the {{DataPrompt|Leaving date:}} and enter the date that the technician left.
{{Note|text=If the {{DataPrompt|Leaving Date:}} is greyed out and you cannot edit it, this is because the technician has a {{DataPrompt|User}} shown against it. See the next paragraph for the process to show them as having left.
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* Click {{KeyPress|Done}} and {{Button|Accept}} the changes.
* Press {{KeyPress|Done}} and {{Button|Accept}} the changes.
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== Available Hours ==
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The diary will adjust the available hours from the leaving date onwards to reflect the fact the technician will not longer be available for work.  
  
If you are using Platinum Online so that the technicians are logging themselves on and off jobs, then they will have a Platinum user set up, and you will have to go to {{Menu|{{RP}}|Maintenance Options|System Administrator|Add or Edit Users}}.
 
* Find the user for that technician.
 
* Set the {{DataPrompt|Leaving Date}} to the date that they left.
 
* Set the {{DataPrompt|Active?}} to {{DataValue|No}}.
 
* Press {{KeyPress|Done}} and {{Button|Accept}} the changes.
 
  
 
== See also ==
 
== See also ==

Latest revision as of 10:28, 30 May 2022

Summary

This article explains how to show that a technician has left so that the hours available for that technician in the workshop diary are reduced giving an accurate amount of available hours, which will help not only in preventing double booking available time, but will also make sure that your productivity and efficiency figures are correct.

More Information

If you are using Platinum Online or Real Time Labour Recording to record labour, then your technicians will be linked to a Platinum user code.

It is important that you do not enter a leaving date on their record until they actually leave else they will be immediately unable to access Platinum or Platinum Online.

Go to " Reports & Settings Maintenance Options System Administrator Add or Edit Users".

  • Find the user for that technician.
  • Set the "Leaving Date" to the date that they left.
  • Click <Done> and [Accept] the changes.
  • The leaving date on the technician record will be auto set to the date entered on their employee code.

If you record labour by adding it manually to a job, then please follow this process:

Go to " Workshop Maintenance Options Technicians Labour Rates Add or Edit Labour Codes".

  • Click [List] and find the technician in the list.
  • Highlight the technician and click [Edit].
  • Move to the "Leaving date:" and enter the date that the technician left.
  • Click <Done> and [Accept] the changes.

Available Hours

The diary will adjust the available hours from the leaving date onwards to reflect the fact the technician will not longer be available for work.


See also


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Keywords AND Misspellings
workshop labour, technician, left, leave, tech, delete, remove