Usage:
Technician Preferences may be set here.
Prerequisites:
•Task should be previously entered in File > Global Settings > Products & Tasks Lists > Production Tasks
•Product should be previously entered in File > Global Settings > Global > Products & Tasks Lists > Products
•Technician should be previously entered in Employees > Employees. Make sure that the entered employee is a Technician.
Navigation: Customer > Settings > Technician Preferences
Customer Settings - Technician Preferences menu
Select the Practice Doctor. Each Practice doctor has it's own list of preferred technicians.
Add Preference Technician record
1.Click on . 2.Input Preferred Technician form displays. 3.Enter Task, Product and Technician. Please note: •Task should be previously entered in File > Global Settings > Products & Tasks Lists > Production Tasks •Product should be previously entered in File > Global Settings > Global > Products & Tasks Lists > Products •Technician should be previously entered in Employees > Employees. Make sure that the entered employee is a Technician 4.Click . 5.Preferred Technician is entered. You can repeat these steps to add multiple records. |
Edit Preference Technician record
1.Click on the Technician that you want to update. 2.Click on . 3.Input Preferred Technician form displays. 4.Make necessary changes. 5.Click . 6.Preferred Technician details are changed. |
Delete Preference Technician record
1.Click on the Technician that you want to remove. 2.Click on . 3.Select Yes when asked for confirmation. 4.Technician details is removed. |
See also: