Details: 

Set up managers to group and filter the service technicians. This is helpful if your service department is split into multiple divisions with separate managers of those divisions - for example, Service Manager, Delivery Manager, and Warehouse Manager. Setting up managers has two benefits:

#1 By default, the Search Schedule screen (Administration > Service and Delivery > Search Schedule - Summary by Tech) is filtered so that managers only see the techs that report to them.

#2 Anyone can use the Manager filter to search for available techs by manager.

You do not have to set up a manager if you only have one service manager.


Step by Step:

Step 1: Open the Managers tab (Administration > Service and Delivery > General Setup > Managers).

Step 2: Click Add. The New Service Manager screen appears.

Step 3: Enter the Name of the management position - for example, Service Manager or Delivery Manager.

 - This is the name that will appear on the service schedule.

Step 4: Select the employee.

 - If the employee does not appear in the list, create a new employee record (Administration > System > Employees > Employees).

Step 5: Select the Default Location for this manager. This is where the manager is based.

 - Locations are created and maintained using the Locations tab (Administration > Service and Delivery > General Setup > Locations).

Step 6: Select the service techs that report to this manager.

Step 7: Click OK to save the new manager.


Security Permissions Required

Category

Function

Administration-Service & Delivery

Can Access Service/Delivery Tree Branch