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

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{{Review}}
 
 
== Summary ==
 
== Summary ==
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This article explains how to create a new technician in the workshop system and assign them the relevant amount of hours for the workshop diary.
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This article explains how to create technicians in the workshop system and assign them the relevant amount of hours for the workshop diary.
  
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==Additional Information ==
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== More Information ==
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To create the technician , you will need to go to "Workshop Management" -> Maintenance Options" -> "Technicians Labour Rates" -> "Add or Edit Labour Codes".
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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}} to see your existing technician records.
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* If a suitable record exists, select a record to copy and click {{Button|Copy}} else click {{Button|Add}}.
  
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== Creating a Technician ==
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=== Technicians ===
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This will take you to the "Add or Edit Labour Codes" screen, it is here where you create the technician.
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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.
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* At the {{DataPrompt|Labour code:}} type in the initials of the technician to be created. Press {{KeyPress|Enter}}.
 
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* This will take you down to the {{DataPrompt|User Code:}}. You may attach a labour code to a specific Platinum user. ''If you wish to do this, type in the Platinum user code of that user. ''Else press {{KeyPress|Enter}} to move skip.''
 
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* On {{DataPrompt|Labour Name:}} type the full name of the technician being set-up. Once done press {{KeyPress|Enter}}.
 
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*On the {{DataPrompt|Sales Centre:}}if you wish to use the system default leave this blank else. Enter the cost centre associated with this labour code, or you may wish to attach all labour codes to a specific "Labour Cost Centre", when done {{KeyPress|Enter}}.
 
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* The {{DataPrompt|V.A.T. Rate:}} is default to 0, if you wish for the technician to only use a particular V.A.T. rate enter it here, when done {{KeyPress|Enter}}.
 
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* At {{DataPrompt|Category:}} enter in a Labour Costings Category Code here if you wish not to specify a particular code and wish to use the systems default code leave this section blank and press {{KeyPress|Enter}} to continue.
 
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* At {{DataPrompt|Depot:}} type in the depot of which this technician is to be defaulted too. if you you do not have multiple sites then leave the {{DataPrompt|Depot:}} set to {{DataValue|Stock}}.
 
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* At {{DataPrompt|Primary Skill}} type in a technicians "primary skill", or "speciality". this can show that the technician is specialised in electrics, bodywork, paintwork, welding etc.  ''This is useful when a job is broken down into parts involving specific skills, and the day planning are available, and on what days, in order to perform the job in question.''
 
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* On {{DataPrompt|Available Hours:}} enter in the specific amount of hours the technician is available to work from {{DataPrompt|Sunday}} through to {{DataPrompt|Saturday}}. ''If he is not available on specific days during the week (i.e. Days Off) leave the available hours on that day set to {{DataValue|0}}.
 
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* Entering in the starting date of the technician.  
 
  
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== Labour Rates ==
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* At {{DataPrompt|Labour code}}, enter a unique code to represent this technician e.g. their initials.
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All that is left to be done is to assign labour rates to the technician to do this you will need to [[How do I create or change Labour Rates?|Click Here.]]
 
  
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== See Also ==
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{{Warning|text=The Labour code must be unique and cannot match any other Labour code or a Parts Stock Code!}}
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*[[How do I create or change Labour Rates?]]
 
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*[[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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*[[How do I make a technician leave?]]
 
  
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{{FAQ}}{{KB_Tags|Workshop, labour, technician, create, technicians, how do i, mechanic}}{{KB_WS}}{{ZN_Admin}}
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* At {{DataPrompt|Labour type}}, choose {{DataValue|Technician}}. See [[How do I create technicians?#Descriptive Lines|Descriptive Lines]] for more information on this option.
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* Enter the technician's name.
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* 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.
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* {{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.
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* {{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.
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* {{DataPrompt|Category}} can also be left blank under most circumstances! Labour will be assigned the system default category {{DataValue|LAB}}.
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* 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.
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* 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.
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** Enter the Technician's initials in the Primary Skill field.
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** Press {{KeyPress|S-F10}} and give it a suitable description. Then click {{Button|Done}} and {{Button|Accept}}.
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* At {{DataPrompt|Start Date}}, enter the starting date of the technician. Their code will be active immediately so this is just for your records.
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* {{DataPrompt|Leaving Date}} should only be completed when they leave your employment.
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* At {{DataPrompt|Available Hours}}, enter the default hours the technician usualy works each day.
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* Find out how to assign {{DataPrompt|Labour Rates}} [[How do I create or edit workshop labour rates?|here]].
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* Once you have filled out all this information, press {{Button|Done}} and then {{DataValue|Accept}} the changes.
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== Adding Extra Technicians ==
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Once you have created one technician, you should create any others by copying the details from a suitable existing technician.
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=== Copying technicians ===
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On the {{Menu|Add or Edit Labour Codes}} window:
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* Press {{Button|List}} to list all the available technicians.
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* Highlight the technician on the list that you want to copy the details from and press {{Button|Copy}}.
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* A new window will popup asking you to enter a new labour code. Enter the code for the new technician here and press {{Button|OK}}.
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* You now have the ability to change any information for the new technician.
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* Once you have finished, press {{Button|Done}} and then {{DataValue|Accept}} the changes in the normal way.
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=== Descriptive Lines ===
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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]].
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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.
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* At {{DataPrompt|Labour code:}}, enter a unique code to represent this type of work e.g. {{DataValue|LAB ELEC}}.
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{{Warning|text=The Labour code must be unique and cannot match any other Labour code or a Parts Stock Code!}}
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* At {{DataPrompt|Labour type:}}, choose {{DataValue|Description}}.
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* At {{DataPrompt|Labour Name:}}, type the full description for this code. This will print on the customer's invoice.
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* Leave the {{DataPrompt|User Code:}} blank.
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* 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.
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* Again, generally leave {{DataPrompt|V.A.T. Rate:}} at {{DataValue|0 - No default}} and the system default will be used.
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* {{DataPrompt|Category:}} is yet another one to leave blank under most circumstances! There is also a system default at work here!
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* 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.
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* Leave {{DataPrompt|Primary Skill}}, {{DataPrompt|Start Date:}}, {{DataPrompt|Leaving Date:}} and {{DataPrompt|Available hours}} blank.
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* Find out how to assign {{DataPrompt|Labour Rates}} [[How do I create or edit workshop labour rates?|here]].
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* Once you have filled out all this information, press {{Button|Done}} and then {{DataValue|Accept}} the changes.
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== See also ==
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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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* [[Where do the workshop available hours come from?]]
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* [[What do I do if a technician is not available for work?]]
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* [[How do I schedule a technician for a workshop job?]]
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* [[How do I make a technician leave?]]
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{{KB_Tags|workshop, labour, technician, create, technicians, tech, techs, copy, copying, mechanic, labourer, descriptive, actual, chargeable, efficency, performance, booking, book}}
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{{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


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Keywords AND Misspellings
workshop, labour, technician, create, technicians, tech, techs, copy, copying, mechanic, labourer, descriptive, actual, chargeable, efficency, performance, booking, book
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