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

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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.
 
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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==More Information ==
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== More Information ==
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* To show a technician as having left, you will need to go to {{Menu|Systems|{{WS}}|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 show as having left. To do this either:
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** Type in the technicians {{DataPrompt|Labour Code:}}.
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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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** Run a Search for the technicians Labour code by pressing {{KeyPress|Crtl+F1}} and then typing in the technician's name or use the {{KeyPress|F1}}/{{KeyPress|S-F1}} keys to advance through the list of technicians.
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** 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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Go to {{UserSettings}}.
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* Press {{KeyPress|Esc}} and click {{Button|Accept}}.
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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:
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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.
  
 
== See also ==
 
== See also ==
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* [[How do I create Technicians?]]
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* [[How do I create technicians?]]
 
* [[What do I do if a technician is not available for work?]]
 
* [[What do I do if a technician is not available for work?]]
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* [[From where do the Workshop available hours come?]]
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* [[Where do the workshop available hours come from?]]
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* [[Creating Workshop Jobs]]
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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 add labour to a workshop job?]]
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* [[How do I Create or Change Labour Rates?]]
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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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{{KB_Tags|workshop labour, technician, left, leave, tech, delete, remove}}
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{{KB_WS}} {{Hint}} {{ZN_Admin}} {{ZN_WorkshopManager}}
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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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