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How To Manage Tech at Work

To view Tech at Work

  1. While in Tech Today, click on Appointment Details
    • Note: This will provide an Appointment Status progress bar, the Work to be done, and any customer or tech Notes for the selected appointment.

To check in

  1. Navigate to the Appointment Status section and click Check In.
    • Note: If the Tech uses this option, the Appointment Status bar will indicate the progress.
  2. You can click Yes, Check In, or optionally, click No, I'll Do it Later.

To manage the work-to-be-done

  1. Click Check In, if not already done.
  2. The work to be done is listed and categorized to make it easy for the technician.

To record that the work was completed 

  1. Click the ExpandScreen Shot 2019-03-27 at 11.22.17 AM.png icon of the item completed or to be worked on.
  2. Enter the status in the Status dropdown menu.
    • Note: the status will be specific for the work being done (i.e.; Installed, Not Installed, Removed, Not Removed).
  3. If applicable, enter the zone and zone number into the appropriate fields.
  4. Use the Visit and Inventory Tech dropdown menus accordingly.
    • Note: These fields are auto-filled, by default, but can be changed if necessary.
  5. Click Save.
    • Note: to indicate that work was competed, the grayed-out Check Screen Shot 2019-03-27 at 3.32.30 PM.pngicon will turn greenScreen Shot 2019-03-27 at 3.32.20 PM.png.

To view or record notes

  1. To view all previously entered appointment notes, scroll to the Notes section.
  2. Any and all issues encountered during the visit may be entered into the Tech Notes field.
    • Note: If notes have been entered, the Save button will become active. Click Save to record any updates.

To check out

  1. Once checked in, the button will change to say Check Out.
  2. To complete the work, click Check Out.
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