Technician Groups

□	Technician Groups - What are they?

•	There are specific groups of Technicians who:

•	Have expertise and/or specialized training,

•	Are skilled at working on special system types (UL® versus non-UL),

•	Only work on certain Dealers Accounts,

•	Have a general set of service locations they always cover,

•	Work for a defined Company Division, etc. - and

•	Within each of these groups, the same Technicians are generally used to complete those group's Service Requests.

•	To more clearly (and consistently) these groups of Employees, Technicians may be identified as Members of one or more of these Technician Groups (sometimes also referred to as Service Groups).

•	A Technician's assignment to a Technician Group may be based on:

▪	His or her Skills,

▪	The general service Location in which they usually are assigned,

▪	By the Languages they speak,

▪	The Company Division in which they work -

▪	Or any combination of these, or any other (Company important) factors, as appropriate.

•	Once these Technician Groups are defined, and it's Members identified, a Technician Group may (should) also be assign to each Subscriber (the field is titled as Tech Group) in the Service Information tab of the Subscriber Form.

•	Once a Technician Group is assigned to each Subscriber, Technician Groups may also be used to limit the Open Work Orders displayed in the Technician Scheduling Form.

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Tech Group field in the Service Information tab on the Subscribers Form

□	Defining the Technician Groups:

•	To define Technician Groups, on the Main Menu Select Maintenance then Choose Service Tracking and Click Technician Groups.

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Technician Groups Form

•	This Technician Groups Form may be Re-sized by Dragging the Top and/or Bottom up or down, and/or the Right side in or out.

•	Navigation Menu - The Navigation Menu is located at the top of the Service Types Form.

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•	This Navigation Menu provides the normal Record Movement, New, Edit, Delete, Cancel, Save, and Refresh options; as well as a Print and Search function.

•	Record Editing section - The details of the currently selected record are displayed below the Navigation Menu at the center (Main Body) of the Technician Groups Form.

•	Table View tab - A tabular (spreadsheet style) Table View of the currently defined Technician Group records is accessible by Clicking the Table View tab at the bottom of the Technician Groups Form.

•	To display a specific Technician Group record in the Record Editing section, Click on that record within the Table View section, or use the Search Icon (see the "Using the Special Functions" section later in this chapter).

•	This Table View information may be Pinned in Place by Clicking the Pin Icon on the right.

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Technician Groups Form - with Table View tab Pinned Open

▪	You may Un-Pin this Table View by Clicking the Pin Icon again.

▪	Click on any listed record to display that information in the center (Main Body) of the Form.

•	Each data column's Header Name describes the data contained in that column.

▪	Clicking on a Header Name will set the order in which the (Technician Groups) data will be listed.

▪	Clicking on the same Header Name will set the order in the opposite direction (ascending vs. descending).

▪	The Header Name that is determining the Order of the (Technician Groups) data, will have an Icon - indicating the Order in which it is displayed - to the right of that Header Name.

•	There are three columns of data in this Technician Groups listing:

1)	ID - This field is sequentially numbered by the system when the record is initially saved.

2)	Group Name - The name for this Technician Group.

3)	Note - A brief Description of this Technician Group.

•	To define Technician Groups, Click the New (/) Icon to start the Technician Group entry.

•	ID - This field is sequentially numbered by the system when the record is initially saved.

•	Group - Enter up to 40 alphanumeric characters (0-9, a-z or A-Z and normal punctuation) as the name for this Group.

•	Notes - Enter a brief Description (up to 200 characters including upper & lower case letters, numbers and standard punctuation) of this Technician Group.

•	Click the Save (<) Icon to record this entry.

•	Repeat as needed.

□	Assigning the Members of a Technician Group:

•	Use the Search Icon on the Navigation Menu to locate the Technician Group to which you want to Assign Members.

•	Select the Members tab on the Technician Groups Form.

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Members tab on Technician Groups Form

•	Technicians - Based on the Selected Technician Group, the Technician list displays only those that are not a Member of this Group

•	Members - Based on the Selected Technician Group, the Members list displays only those that already are a Member of this Group

□	Moving the Technicians - Use the arrows to Move Technicians into and out of the Members list for the Selected Technician Group.

•	You may Move one or more Technicians into the Members list at the same time.

•	You may Remove one or more Technicians from the Members list at the same time.

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•	Check the Technician(s) to be moved to the Members list.

•	Use the right pointing Arrows to Move Technicians into the Members list for the Selected Technician Group.

•	You may Check one or more Technicians then Click the right arrow (">") to move those Technicians to the Members list.

•	You may also Click the double right arrow (">>") to move All listed Technicians into the Members list.

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Assigning all available Technicians requires a confirmation

•	Use the left pointing Arrows to Move Technicians from the Members list for the Selected Technician Group.

•	You may Ctrl+Click on one or more Technicians then Click the left arrow ("<") to move those Technicians out of the Members list.

•	You may also Click the double left arrow ("<<") to move All listed Technicians out of the Members list.

HelpFilesTechnicianGroupsUnassignAllMesage

Unassigning all the Technicians requires a confirmation

□	Assigning a Subscriber to a Technician Group:

•	As noted above, a Technician Group may be assign - one at a time - to each Subscriber (the field is titled as Tech Group) in the Service Information tab of the Subscriber Form.

•	However, a Technician Group may be assigned to any number of (a selected set of) Subscribers - all at once - using the Service Group Maintenance Form.

•	Any number of Technician Groups may be created.

•	Technicians may be assigned as Members (see Selecting the Members of a Technician Group below) of more than one of these Technician Groups.

•	Throughout MKMS, a Technician Group may be referred to as a Service Group, Tech Group, as well as a Technician Group.

•	Consider these terms to be interchangeable.

□	Using the Special Functions on the Navigation Menu at the top of the Technician Groups Form:

•	Print - Click the Print Icon to View and/or Print a list of the Technician Groups.

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•	Yes - Click the Yes button to View a copy of the report.

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•	No - Click the No button to open the Windows® Print dialog where a copy of the report may be sent to a selected Printer, or Printed to a File.

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•	Cancel - Click the Cancel button to close this Print question and return to the Form.

•	Search - Click the Search Icon to open the Search Technician Groups dialog.

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Search Technician Groups dialog

•	See the "Using the Generic Search dialog" section in the Advanced Search Dialog chapter for more information about this Search dialog.