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
- 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
- On the Appointment Summary section, click the Expand icon 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 , or click the expand icon of another appointment. See Tech at Work for more details).
To view Tech Today for another day
- Click on the Left-Arrowicon or the Right-Arrow icon to incrementally change the view day.
To view Inventory Needed
- 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.