Set up managers to group and filter the service technicians. This is helpful if your service department is split into multiple divisions with separate managers of those divisions - for example, Service Manager, Delivery Manager, and Warehouse Manager. Setting up managers has two benefits:
#1 By default, the Search Schedule screen (Administration > Service and Delivery > Search Schedule - Summary by Tech) is filtered so that managers only see the techs that report to them.
#2 Anyone can use the Manager filter to search for available techs by manager.
You do not have to set up a manager if you only have one service manager.
Step by Step:
Step 1: Open the Managers tab (Administration > Service and Delivery > General Setup > Managers).
Step 2: Click Add. The New Service Manager screen appears.
Step 3: Enter the Name of the management position - for example, Service Manager or Delivery Manager.
- This is the name that will appear on the service schedule.Step 4: Select the employee.
- If the employee does not appear in the list, create a new employee record (Administration > System > Employees > Employees).Step 5: Select the Default Location for this manager. This is where the manager is based.
- Locations are created and maintained using the Locations tab (Administration > Service and Delivery > General Setup > Locations).
Step 6: Select the service techs that report to this manager.
Step 7: Click OK to save the new manager.
Security Permissions Required
|Administration-Service & Delivery||Can Access Service/Delivery Tree Branch|
Unless explicitly stated, this topic documents the most recent version of Evosus Business Enterprise. If you're not using the latest version, go here to download it.
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