How do I make a technician leave?
 |
This article or section is under review. Be aware: Content may change as the document is reviewed. |
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 not be able to access 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 will be leaving or left on.
- 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.
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.
 | If the "Leaving Date:" is greyed out and you cannot edit it, this is because the technician has a "User" shown against it. See the next paragraph for the process to show them as having left. |
- Press <Done> and [Accept] the changes.
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?
