Technician Skills

This Help File Page was last Modified on 04/24/2013

Technician Skills

This Help File Page was last Modified on 04/24/2013

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Technician Skills

This Help File Page was last Modified on 04/24/2013

Previous topic Next topic  
When starting theService Tracking System, the Employee Form Skills tab must be completed for each Employee who has been designated as a Technician.
The Employee must be assigned the Type of Technician (or All) in the Employee Form before you enter their Skills.
Before assigning an Employee's Technician Skills, those Technician Skills categories must be predefined


Fully qualified Technicians do better installations and take less time doing them.
Proper Training and Testing, to ensure competency, is invaluable in determining each Technician's Skill Sets, and therefore which Technician to assign to a particular Work Order.
Once you have developed a reliable method to instill and qualify these skills, use this Technician Skills Form to define the Skill Types that are most important to your business.
One or more of these Technician Skills categories will be assigned to each of your Technicians on the Employees Form using the Employee Form Skills tab
The Employees Form's Skills Tab is used to define the Skills of each Technician for the Service Tracking module (see example below).


Once you have determined what Skill Sets you will enter, use the Technician Skills Form to define them and assign them a code.
From the Main Menu Select the Maintenance Menu, Choose the Service Tracking Items sub-menu, then Click Technician Skills.


Technician Skills Form


This Technician Skills 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 Technician Skills Form.



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


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


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



To display a specific Technician Skill 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.



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



Use the Slide Bar at the bottom of the Technician Skills list to see the data listed in all of the columns.
There are three columns of data in this Technician Skills listing:
1)Code - Enter a Code representing one of the various types of Installation and Service Call Tasks that are performed by your Company
2)Description - Enter a general description of the Installation or Service Call Task
3)Time Units - The digital code for a selected Color which will be the background of a Work Order that is displayed on the Technicians Scheduling Form.
To define Technician Skills:
Click the New (/) Icon to start the Technician Skills entry.
Code - Enter up to10 alphanumeric characters (0-9, a-z or A-Z and normal punctuation) for this Technician Skill.
Description - Enter a brief Description (up to 50 characters including upper & lower case letters, numbers and standard punctuation) of this skill type.
Time Units -  Enter the approximate amount of time - based on the hours generally required to perform this Task.
This value may be modified later, if necessary.
Click the Save (<) Icon to record this entry.
Repeat as needed.


Then assign one or more of these Technician Skills to each Technician using the Employees Form Skills tab.



Employee Form - Technician Skills tab


Click Add ("+")
Click the Drop-Down Selection List provided.
Choose the Technician Skill to be added.
Click Save ("ü")


Using the Special Functions on the Navigation Menu at the top of the Technician Skills Form:
Print - Click the Print Icon to View and/or Print a list of the Technician Skills.



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


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.


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 Skills dialog.


Search dialog


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