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SecurityTrax

How to Manage Tech Today

Tech Today provides the Technician with a view of their appointments for the day and list of inventory needed to complete all appointments for the day.

To view Tech Today

  1. While on the User Home in SecurityTrax, click Technician in the left menu.
    • Note: The user must have the Technician role to see Tech Today.

To view Tech at Work

  1. On the Appointment Summary section, click the Expand icon Screen Shot 2019-07-08 at 3.01.04 PM.png on an appointment row.
    • Note: This will provide a read-only view of any appointment notes and work summary for the selected appointment. To close this view, click the Collapse icon Screen Shot 2019-07-08 at 3.00.40 PM.png, or click the expand icon of another appointment. See Tech at Work for more details).

To view Tech Today for another day

  1. Click on the Left-ArrowScreen Shot 2019-03-27 at 11.22.08 AM.pngicon or the Right-ArrowScreen Shot 2019-03-27 at 11.22.17 AM.png icon to incrementally change the view day.

To view Inventory Needed

  1. To view all the inventory required for the day, scroll down to the Inventory Needed section.
    • Note: This will provide a categorized listing of the entire day's inventory needs with the associated model numbers.
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