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Field Technician Page Overview

Julie Glass
Modified on: Fri, 17 Dec, 2021 at 2:08 PM

Here you can view all Addresses with Retrieval Type Field Tech.    

   

TABLE OF CONTENTS

Field Technician Page Overview

  1. Stats: The stats act as quick filter for the table. Click any stat to see what Addresses need to be contacted, have already been contacted, are partially scheduled, Scheduled, or Past due as well as Special Handling. 
  2. Table: These are Addresses that have Retrieval Type Field Tech. The Field Tech Scheduling table contains the following information: Address ID (AID), Group Name, Provider Name, Address 1, Address 2, City, State, Zip Code, Phone Number, Fax, Project(s), Address Group(s), Next Appointment Date, Next Call Date, Total Chases, Pends, Retrieval Type, Assigned To, Address Contact Status. All fields can be filtered. Information can be exported.
  3. Access an Address: To access an Address, click the AID number located in the first column of the table
  4. Special Handling: Addresses marked as Special Handling 
  5. Create New View: Create a custom view of your table. Select which columns you want to show or hide.

 

Assign Address

  1. Locate Address ID (AID) on the table
  2. Click the 3-dot action button to the right of the table
  3. Select Assign Address
  4. Select User
  5. To finalize, click Assign
  6. To cancel, click Cancel



Assign Chases

  1. Using the checkbox, select 1 or more Chases
  2. Click Assign Chases
  3. Select User
  4. Select Maximum chases
    1. Recommended for large sites where the work needs to be split up among multiple employees
    2. Maximum Chase Options are: 50, 100, 200, 300, 400, 500. If no maximum is set, all chases will be assigned.
  5. To finalize, click Assign
  6. To cancel, click Cancel


 

Schedule Appointment

  1. Locate Address ID (AID) on the table
  2. Click the 3-dot action button to the right of the table
  3. Select Schedule
  4. Select an available Field Tech
  5. Address Field is pre-populated, can be edited
  6. Select Date, Start Time, and End Time
  7. Optional: Click Add Appointment to add additional appointments for that Address and Field Technician
  8. Add Notes for Field Technician
  9. To finalize, click Save
  10. To cancel, click Cancel



Schedule Tab

  1. The Schedule tab displays all Field Techs that are currently assigned to 1 or more Addresses. Here you can Edit or Cancel On-Site Appointments

 

Schedule Tab Overview

  1. Field Tech Employee table: This table displays all available Field Technicians and when their next appointment date is, total Appointments and total chases we expect to retrieve. Information can be exported.
  2. Field Tech Appointments table: This table displays all scheduled Field Tech appointments. The Field Tech Appointment table contains the following information: Appointment ID, Address ID, Address, Appointment Start Time, Appointment End Time, who is assigned, Total expected chases, and notes. Information can be exported.

 

Edit Appointment

  1. Locate Address ID (AID) on the table
  2. Click the 3-dot action button to the right of the table
  3. Select Edit Appointment
  4. Edit the following: Field Technician, Address, Date, Start Time, End Time, and Notes.
  5. To finalize, click Save
  6. To cancel, click Cancel



Cancel Appointment

  1. Locate Address ID (AID) on the table
  2. Click the 3-dot action button to the right of the table
  3. Select Cancel Appointment
  4. You will be prompted to confirm cancellation
  5. To finalize, click Save
  6. To cancel, click No


 

User Permissions
 Administrator

Lead: Retrieval Lead

Manager: Field Technician Manager

 


 

 

 

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