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

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{{Review}}
 
 
== Summary ==
 
== Summary ==
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To be able to set a technician to being left so that the hours available for that technician in the workshop diary is reduced giving an accurate amount of available hours, which will help in preventing double booking allocated time.
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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.
  
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==Additional Information ==
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== More Information ==
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* In order to set a technician as being left you will need to go to "Workshop Management" -> Maintenance Options" -> "Technicians Labour Rates" -> "Add or Edit Labour Codes".
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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.
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* This will take you to the "Add or Edit Labour Codes" screen, it is here where you need to bring up the relevant Technician whom you would like to make leave. To do this either:
 
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** Type in the technicians {{DataPrompt|Labour Code:}}.
 
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** Run a Search for the technicians Labour code via pressing {{KeyPress|Crtl+F1}} and then typing in the technicians name or use the {{KeyPress|F1}}/{{KeyPress|S-F1}} keys to advance through the list of technicians.
 
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** With the correct technician listed, go down to the available hours and set {{DataPrompt|Sunday:}} through to {{DataPrompt|Saturday:}}as {{DataValue|0.00}}.
 
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** Next enter the date that the technician left on {{DataPrompt|Leaving Date:}}.
 
  
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* Press {{KeyPress|Esc}} a prompt will pop up asking ''"Do you want to accept or ignore any changes made?"'' click on {{Button|Accept}}.
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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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== See Also ==
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Go to {{UserSettings}}.
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[[How do I create Technicians?]]
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* Find the user for that technician.
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[[What do I do if a technician is not available for work?]]
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* Set the {{DataPrompt|Leaving Date}} to the date that they left.
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[[From where do the Workshop available hours come?]]
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* Click {{KeyPress|Done}} and {{Button|Accept}} the changes.
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[[What do I do if a technician is not available for work?]]
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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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{{FAQ}}{{KB_Tags|Workshop labour, technician, left, leave}}{{KB_WS}}{{ZN_Admin}}
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If you record labour by adding it manually to a job, then please follow this process:
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Go to {{Menu|{{WS}}|Maintenance Options|Technicians Labour Rates|Add or Edit Labour Codes}}.
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* Click {{Button|List}} and find the technician in the list.
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* Highlight the technician and click {{Button|Edit}}.
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* Move to the {{DataPrompt|Leaving date:}} and enter the date that the technician left.
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* Click {{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.
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== See also ==
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* [[How do I create technicians?]]
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* [[What do I do if a technician is not available for work?]]
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* [[Where do the workshop available hours come from?]]
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* [[Creating workshop jobs]]
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* [[How do I add labour to a workshop job?]]
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* [[How do I create or edit workshop labour rates?]]
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{{KB_Tags|workshop labour, technician, left, leave, tech, delete, remove}}
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{{How}}{{Hint}}{{KB_WS}}{{ZN_Admin}}{{ZN_WorkshopManager}}

Latest revision as of 13:57, 8 July 2024

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
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