Technician Status

□	The Technician Status Form allows any User (Scheduler, Service Manager, Central Station Manager, etc.) to maintain an up-to-the-minute view of the work status of each of the Technicians on duty, by allowing the appropriate User to make - in real time - updates to each Technicianis work status.

□	There are two ways to open the Technician Status Form:

1.	Select the Tech Status Icon on the Service Tracking Menu's Outlook Bar

2.	Press F5 - The Technician Status Form may be opened at any time by Pressing F5 within MKMS, even while viewing any other Form at the same time.

HelpFilesTechnicianStatusForm

Technician Status Form

•	Auto Refresh - If a Change of Status is to be immediately posted to the Service Request Detail tab, Check this box.

•	As a practical matter, this Technician Status Form may be kept open most of the time and simply moved (Click) back and forth between other tasks and this Form, as needed.

•	The alternate method is to use the quick access method of Pressing the the F5 function key when the Technician Status Form is actually needed.

•	Column Headings on the Technician Status Form:

•	Tech - The Technician's full Name.

•	Status - Technician's current Status.

▪	As their Technician Status changes, the information on the previous Status (that was just changed) is automatically posted to the Service Request Detail tab of the Service Request Form.

•	WO # - Work Order number actively assigned to the Technician.

•	Start Time - The starting time of the last Status Change.

▪	Each User may set the default behavior for data entry of the Start Time field to use a 24 hour clock, AM/PM notation, or your workstation's Windows® default time setting.

HelpFilesTimeFormatOptions

▪	Right-Click the Start Time field and Choose the desired format.

▪	The Technician Status Form will now display the Start Time using this User Defined time format.

•	Subscriber - Full name of the Subscriber (inserted by the system based on the WO#).

•	CSID - Primary CSID of the Subscriber (inserted by the system based on the information in the WO#).

•	Comments - This is not a Rich Text Editor Comment field.

▪	Double-Click the field to activate the Text box.

HelpFilesTechStatusCommentEntry

Edit Text Form

□	Updating the Status of a Technician:

•	The Words following the numbers below represent the column header name on the Technician Status Form:

1. Tech - Locate the Technician whose status is to updated indicating their progress in servicing a Work Order Number entered through the Service Request, the Automatic Recurring Service procedure, the Quick W.O. Form or the Technician Scheduling Form.

▪	A Technician may be assigned to a Work Order on the Technician Status Form, even if they have not been assigned to that Work Order through the Service Request Form or the Technician Scheduling Form.

2. WO# - Assigning a Technician to a Work Order:

▪	The Selected Technician's current Status should be set as Idle.

▪	To assign an Idle Technician to a Work Order, use the Drop-Down Selection List provided and Choose the appropriate WO# (Work Order Number)

▪	All Open Work Orders will be included in the Drop-Down Selection List listing.

3. Subscriber - The Subscriber information will be inserted automatically.

4. CSID - The CSID information will be inserted automatically.

5. Status - Using the Drop-Down Selection List , Choose the Technician's Status (perhaps In Route) in the Status column.

HelpFilesTechnicianStatusOptions

Status Options

▪	See the "Results from an Updated Status Change" section below for more information.

6. Start Time - When the Status is changed, the Start Time field will display the Current Date and Time.

▪	These entries may be changed, if appropriate.

7. Comments - Initially, or at any time this Technician is working on the selected Work Order, a relevant note or comment may be entered.

▪	This is a Rich Text Editor field.

◆	Always Click Save ("ü") to store each Status Change or Comment update.

►	Note: If you want to track the Status of multiple Technicians assigned to the same Work Order:

▪	Enter those additional Technicians on the Labor tab of the Service Request Form.

▪	Identify each Technician's Labor Rate, but enter Zero (0) in the Hours field until the work is completed.

▪	Once the Technician has completed his/her tasks, return and update the Hours based on how long they actually worked.

□	Results from an Updated Status Change:

•	Arrived - The Technician has Arrived at the Subscriber's premises.

•	The Start Time is recorded based on the Current Date and Time.

•	Completed - The Technician has Completed the Service Request.

▪	If Completed is selected, the User must indicate whether or not the requirements for this Work Order have been completed.

HelpFilesTechnicianStatusMarkWorkOrderAsCompleted

Do you wish to mark the work order as completed?

•	If the Technician did not complete the Work Order, Click No,.

▪	No time or cost information will be requested.

▪	Reset the Technician Status to Departed (see Departed below).

▪	The system automatically converts the Technician's Status to Idle.

•	If so, Click Yes and complete the remaining information as requested.

HelpFilesTechnicianStatusHousrs&Costs

Technician Status Form for Completion information

▪	Hours - Enter the Hours the Technician spent on this Service Request.

▪	Rate - Use the Drop-Down Selection List to Choose the appropriate Bill Rate from among those entered for this Technician in the Employee Form's Employee Pay Rates tab.

▪	Cost - The Charges to be billed to the Subscriber for providing these Service Request hours of Service is calculated automatically.

▪	Services Performed - Enter a description of all of the work that was done to complete the Work Order.

▪	Post - Click Post ü to record the entry.

▪	You will get a Reminder to Invoice this Completed Service Request.

HelpFilesInvoiceServiceRequestReminder

▪	The system will automatically convert the Technician's Status to Idle.

•	Departed - The Technician has Departed from the Subscriber's premises.

•	It is assumed that - because you did not select Completed (see Completed above), some additional service will be required at this location to complete the selected Work Order.

•	The system automatically converts the Technician's Status to Idle.

•	Idle - Technician is currently Idle and has no new assignment.

•	In Route - Technician is In Route to the Subscriber's premises.

•	Lunch - Technician is on their Lunch break.

•	They will return to the current Work Order

•	Once they do, their Status should be reset to Arrived.

•	Unavailable - Technician is Unavailable for work at this time.

◆	Always Click Save ("ü") to store a Status Change.

□	Special Tech Status Buttons:

•	Display Scheduling Form - Click to open the Technician Scheduling Form displayed for the Current Date and the selected Technician.

•	No other Technician's schedule may be accessed using this button.

•	If required, use the Calendar to select a different Date to be viewed for this Technician.

•	Display Work Order Detail - Displays a list of all Status entries for this selected Work Order made for all Technicians whose Status has been updated prior to the currently set Technician Status.

HelpFilesTechStatusDisplayWorkOrderDetail

Display Work Order Detail for a Technician Status Form

•	Back - Click the Back button to return to the Technician Status Form.

•	Display Work Order - Click the Display Work Order button to open the Service Request Form for the selected Work Order.

•	Close the Service Request Form to return to the Technician Status Form.

•	Remove Technician - Do not remove a Technician from the Technician Status list until (s)he is permanently terminated.

◆	Should a Technician be removed in error, to re-enter that Technician:

▪	Have an Administrator open the Employee Form.

▪	On the Personal tab, reset the Employee's Type from Technician (or All) to a different Type.

▪	Save the Employee record.

▪	Next, reset the Employee's Type to Technician (or All) as it originally was set.

▪	Save the Employee record, again.

□	Status Changes posted to the Service Request Detail tab on the Service Request Form:

HelpFilesServiceRequestDetailEntries

Service Request Retails tab on the Service Request Form

•	When a Technician is assigned to a Work Order on the Technician Status Form, the assigned Technician, all Status Changes made, and the Start (Date and) Time information is posted to the Service Request Detail tab on the Service Request Form.

•	These Status Changes are inserted into the top of the list in the order they are posted, so the most current Status is always displayed at the top of the list.