Assigning a Technician

Assign or Remove a Technician

Once your day is routed, you will need to assign a technician to each schedule.

1. Assign a Primary Technician
2. Assign a Secondary Technician
3. Remove a Technician

1. Assign a Primary Technician

Click on the red "No technicians" button.

Search for the technician that you want to assign to that schedule and click Primary. For this schedule we will select David Blaney as the Primary technician.

David is now the technician on Schedule 1.

Continue adding technicians for each schedule.

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2. Assign a Secondary Technician

If you would like to add a secondary technician to the schedule, for example a trainee or a helper, click the technician's name.

Search for the technician and click Secondary.

Schedule 1 now has two technicians assigned.

Note: It now shows both technicians names.

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3. Remove a Technician

To remove a technician from a schedule, click the technicians name.

Click Remove Technician.

David has now been removed from Schedule 1.

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