Difference between revisions of "How do I make a technician leave?"
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== Summary == | == 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. | 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 == | == 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 | + | 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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| + | {{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.}} | ||
Go to {{UserSettings}}. | Go to {{UserSettings}}. | ||
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* Set the {{DataPrompt|Leaving Date}} to the date that they left. | * Set the {{DataPrompt|Leaving Date}} to the date that they left. | ||
* Click {{KeyPress|Done}} and {{Button|Accept}} the changes. | * Click {{KeyPress|Done}} and {{Button|Accept}} the changes. | ||
| − | * The leaving date on the technician record will be auto set to the date entered on their employee code. | + | * 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: | If you record labour by adding it manually to a job, then please follow this process: | ||
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* Click {{Button|List}} and find the technician in the list. | * Click {{Button|List}} and find the technician in the list. | ||
* Highlight the technician and click {{Button|Edit}}. | * Highlight the technician and click {{Button|Edit}}. | ||
| − | * Move to the {{DataPrompt|Leaving date:}} and enter the date that the technician | + | * Move to the {{DataPrompt|Leaving date:}} and enter the date that the technician left. |
* Click {{KeyPress|Done}} and {{Button|Accept}} the changes. | * Click {{KeyPress|Done}} and {{Button|Accept}} the changes. | ||
== Available Hours == | == 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. | + | 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 == | == See also == | ||
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
- How do I create technicians?
- What do I do if a technician is not available for work?
- Where do the workshop available hours come from?
- Creating workshop jobs
- How do I add labour to a workshop job?
- How do I create or edit workshop labour rates?
