Managing Technician or Equipment in Service Team
This topic explains about managing the technician and equipment in service team.
Adding Technician or Equipment to Service Team
To add a technician/equipment:
1. Locate the Service Team by searching in the sidebar or from a list view in the Service Teams tab and then click the team name to which you want to add members.
2. In the Technician/Equipment related list, click New. The Service Team name appears.
3. Enter the technician or equipment's full name.
4. Enter the relevant details. See Technician or Equipment Fields for more information about the available fields.
5. Click Save to add the technician or equipment.
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A Service Team can have an unlimited number of members. Repeat the above steps for each member you want to associate with the group. You can also click Save & New after creating a new Service Team member record.
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Editing Technician or Equipment in Service Team
To edit a technician/equipment information:
1. Locate the Service Team by searching in the sidebar or from a list view in the Service Teams tab and click the relevant group name.
2. In the Technician/Equipment related list, click Edit next to the member record.
3. Make necessary changes to the record.
4. Click Save to save the changes.
Deleting Technician or Equipment in Service Team
Since technicians or equipment are referenced in other ServiceMax records such as Work Orders, it is strongly recommended to deactivate the member instead of deleting him or her. If you must delete a technician or equipment record, ensure the record is not referred to in any ServiceMax record.
To delete a technician or equipment record, perform the following steps:
1. Locate the Service Team by searching in the sidebar or from a list view in the Service Teams tab and then click the relevant group name.
2. In the Technical/Equipment related list, Click Del next to the record, and then click OK to confirm the deletion.
Validating a Technician Address
To validate the address:
1. Navigate to the record for which you want to validate the address.
2. Click Validate Address. A popup window appears indicating the validation process.
a. If the address is valid, a message indicating the same is displayed and the Technician record will be refreshed. The Home Latitude and Home Longitude fields are populated on the screen.
b. If the address is invalid, an error message will be displayed and you will be returned to the Technician record.