Difference between revisions of "How do I create technicians?"

From Catalyst
Jump to: navigation, search
(Bulk update)
 
(13 intermediate revisions by 5 users not shown)
Line 1: Line 1:
−
{{Review}}
 
 
== Summary ==
 
== 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.
+
This article explains how to create technicians in the workshop system and assign them the relevant amount of hours for the workshop diary.
  
 
== 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
+
* Click {{Button|List}} to see your existing technician records.
−
press {{KeyPress|F6}} or the {{Button|Add}} button to open this window.
+
* If a suitable record exists, select a record to copy and click {{Button|Copy}} else click {{Button|Add}}.
  
 
=== Technicians ===
 
=== Technicians ===
−
Regardless of the method of recording labour you are using each technician will need a Labour Code creating to allow you to record their time spent on jobs.  
+
Regardless of the method of recording labour you are using, each technician will need a Labour Code to allow you to record their time spent on jobs.
  
−
* At {{DataPrompt|Labour code:}}, enter a unique code to represent this technician.
+
* At {{DataPrompt|Labour code}}, enter a unique code to represent this technician e.g. their initials.
−
{{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 type:}}, choose {{DataValue|Technician}}.
 
−
* 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.
 
−
* 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.
 
  
−
=== Descriptive Lines ===
+
{{Warning|text=The Labour code must be unique and cannot match any other Labour code or a Parts Stock Code!}}
−
If you have chosen to record your technician's time taken against descriptive lines, see [[How do I Record Labour in the Workshop?#Settings|THIS]] article, you will need to create Descriptive Labour Codes for each type of work e.g. Electrical, Bodywork, Service etc.
 
  
−
* At {{DataPrompt|Labour code:}}, enter a unique code to represent this type of work e.g. LAB ELEC.
+
* At {{DataPrompt|Labour type}}, choose {{DataValue|Technician}}. See [[How do I create technicians?#Descriptive Lines|Descriptive Lines]] for more information on this option.
−
{{Warning|text=The Labour code must be unique and cannot match any other Labour code or a Parts Stock Code!}}
+
* Enter the technician's name.
−
* At {{DataPrompt|Labour type:}}, choose {{DataValue|Description}}.
+
* If you intend to use Platinum Online to [[How do I record labour in the workshop using Platinum Online?|record labour]] each technician must also be created as a [[How do technicians connect to Platinum Online?|Platinum user]]. Enter their {{DataPrompt|User code}} if required.
−
* At {{DataPrompt|Labour Name:}}, type the full description for this code. This will print on the customer's invoice.
+
* {{DataPrompt|Sales Centre}} may be left blank unless advised otherwise by your accounts department. There is a system default for sales of labour that should not need to be overridden.
−
* Leave the {{DataPrompt|User Code:}} blank.
+
* {{DataPrompt|V.A.T. Rate:}} may be left at {{DataValue|0 - No default}}. The system default will be applied. A VAT rate override can be specified on a customer record or against a specific labour rate e.g. MOT.
−
* 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.  
+
* {{DataPrompt|Category}} can also be left blank under most circumstances! Labour will be assigned the system default category {{DataValue|LAB}}.
−
* Again, generally leave {{DataPrompt|V.A.T. Rate:}} at {{DataValue|0 - No default}} and the system default will be used.  
+
* If you have multiple sites/depots, at {{DataPrompt|Depot}}, enter the code for the depot at which this technician works. Otherwise, leave it as the default.
−
* {{DataPrompt|Category:}} is yet another one to leave blank under most circumstances! There is also a system default at work here!
+
* 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.
−
* If you have multiple depots, at {{DataPrompt|Depot:}}, enter the code for the depot at which this descriptive line is to be used. Otherwise, leave it as the default.
+
** Enter the Technician's initials in the Primary Skill field.
−
* Leave {{DataPrompt|Primary Skill}}, {{DataPrompt|Start Date:}}, {{DataPrompt|Leaving Date:}} and {{DataPrompt|Available hours}} blank.
+
** Press {{KeyPress|S-F10}} and give it a suitable description. Then click {{Button|Done}} and {{Button|Accept}}.
−
* Find out how to assign {{DataPrompt|Labour Rates}} [[How do I Create or Change Labour Rates?|here]].
+
* At {{DataPrompt|Start Date}}, enter the starting date of the technician. Their code will be active immediately so this is just for your records.
 +
* {{DataPrompt|Leaving Date}} should only be completed when they leave your employment.
 +
* At {{DataPrompt|Available Hours}}, enter the default hours the technician usualy works each day.
 +
* Find out how to assign {{DataPrompt|Labour Rates}} [[How do I create or edit workshop labour rates?|here]].
 
* Once you have filled out all this information, press {{Button|Done}} and then {{DataValue|Accept}} the changes.
 
* Once you have filled out all this information, press {{Button|Done}} and then {{DataValue|Accept}} the changes.
  
 
== Adding Extra Technicians ==
 
== Adding Extra Technicians ==
−
Once you have created one technician, you should create any others by copying the details from a suitable existing technician.  
+
Once you have created one technician, you should create any others by copying the details from a suitable existing technician.
  
 
=== Copying technicians ===
 
=== Copying technicians ===
Line 54: Line 40:
 
* You now have the ability to change any information for the new technician.
 
* 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.
 
* Once you have finished, press {{Button|Done}} and then {{DataValue|Accept}} the changes in the normal way.
 +
 +
=== Descriptive Lines ===
 +
If you have chosen to record your technician's time taken against descriptive lines, see [[How do I record labour in the workshop?#Settings|this article]].
 +
You can create Descriptive Labour Codes for each type of work that you want to show to a customer, e.g. Electrical, Bodywork, Service etc. These would be more like Operation Codes that the technicians can carry out.
 +
 +
* At {{DataPrompt|Labour code:}}, enter a unique code to represent this type of work e.g. {{DataValue|LAB ELEC}}.
 +
{{Warning|text=The Labour code must be unique and cannot match any other Labour code or a Parts Stock Code!}}
 +
* At {{DataPrompt|Labour type:}}, choose {{DataValue|Description}}.
 +
* At {{DataPrompt|Labour Name:}}, type the full description for this code. This will print on the customer's invoice.
 +
* Leave the {{DataPrompt|User Code:}} blank.
 +
* 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 descriptive line is to be used. Otherwise, leave it as the default.
 +
* Leave {{DataPrompt|Primary Skill}}, {{DataPrompt|Start Date:}}, {{DataPrompt|Leaving Date:}} and {{DataPrompt|Available hours}} blank.
 +
* Find out how to assign {{DataPrompt|Labour Rates}} [[How do I create or edit workshop labour rates?|here]].
 +
* Once you have filled out all this information, press {{Button|Done}} and then {{DataValue|Accept}} the changes.
  
 
== See also ==
 
== See also ==
 +
* [[How do I add labour to a workshop job?]]
 +
* [[How do I create or edit workshop labour rates?]]
 +
* [[Where do the workshop available hours come from?]]
 +
* [[What do I do if a technician is not available for work?]]
 +
* [[How do I schedule a technician for a workshop job?]]
 
* [[How do I make a technician leave?]]
 
* [[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?]]
 
−
* [[How do I Schedule a Technician for a Job?]]
 
  
−
{{KB_Tags|Workshop, labour, technician, create, technicians, tech, techs, copy, copying, mechanic, Labourer}}
+
{{KB_Tags|workshop, labour, technician, create, technicians, tech, techs, copy, copying, mechanic, labourer, descriptive, actual, chargeable, efficency, performance, booking, book}}
−
{{FAQ}}{{KB_WS}}{{ZN_Admin}}
+
{{FAQ}}{{How}}{{KB_WS}}{{ZN_Admin}}

Latest revision as of 05:29, 31 March 2022

Summary

This article explains how to create technicians in the workshop system and assign them the relevant amount of hours for the workshop diary.

More Information

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

  • Click [List] to see your existing technician records.
  • If a suitable record exists, select a record to copy and click [Copy] else click [Add].

Technicians

Regardless of the method of recording labour you are using, each technician will need a Labour Code to allow you to record their time spent on jobs.

  • At "Labour code", enter a unique code to represent this technician e.g. their initials.
The Labour code must be unique and cannot match any other Labour code or a Parts Stock Code!
  • At "Labour type", choose 'Technician'. See Descriptive Lines for more information on this option.
  • Enter the technician's name.
  • If you intend to use Platinum Online to record labour each technician must also be created as a Platinum user. Enter their "User code" if required.
  • "Sales Centre" may be left blank unless advised otherwise by your accounts department. There is a system default for sales of labour that should not need to be overridden.
  • "V.A.T. Rate:" may be left at '0 - No default'. The system default will be applied. A VAT rate override can be specified on a customer record or against a specific labour rate e.g. MOT.
  • "Category" can also be left blank under most circumstances! Labour will be assigned the system default category 'LAB'.
  • If you have multiple sites/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 Technician's initials in the Primary Skill field.
    • Press <Shift+F10> and give it a suitable description. Then click [Done] and [Accept].
  • At "Start Date", enter the starting date of the technician. Their code will be active immediately so this is just for your records.
  • "Leaving Date" should only be completed when they leave your employment.
  • At "Available Hours", enter the default hours the technician usualy works each day.
  • 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.

Descriptive Lines

If you have chosen to record your technician's time taken against descriptive lines, see this article. You can create Descriptive Labour Codes for each type of work that you want to show to a customer, e.g. Electrical, Bodywork, Service etc. These would be more like Operation Codes that the technicians can carry out.

  • At "Labour code:", enter a unique code to represent this type of work e.g. 'LAB ELEC'.
The Labour code must be unique and cannot match any other Labour code or a Parts Stock Code!
  • At "Labour type:", choose 'Description'.
  • At "Labour Name:", type the full description for this code. This will print on the customer's invoice.
  • Leave the "User Code:" blank.
  • 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 descriptive line is to be used. Otherwise, leave it as the default.
  • Leave "Primary Skill", "Start Date:", "Leaving Date:" and "Available hours" blank.
  • Find out how to assign "Labour Rates" here.
  • Once you have filled out all this information, press [Done] and then 'Accept' the changes.

See also


Feedback
Thank you for using our Knowledge Base, we value your feedback. Did you find this article useful? 'Yes' or 'No'
Keywords AND Misspellings
workshop, labour, technician, create, technicians, tech, techs, copy, copying, mechanic, labourer, descriptive, actual, chargeable, efficency, performance, booking, book
Retrieved from "https://www.catalyst-uk-support.com/kb/index.php?title=How_do_I_create_technicians%3F&oldid=43449"