Managing default technicians
Teresa Bui avatar
Written by Teresa Bui
Updated over a week ago

Assign default technicians

Setting a default technician on a property will save your scheduler's time as it will mean routine maintenance tasks get automatically assigned to that technician. It takes into account the Service Group applied to the service so you can have a different default technician per Service Group on a property.

To add/edit a default technician on a property

Step 1: Go to the relevant property and click on the 'Routines' tab.

Step 2: Select the white button Allocate Default Technicians.

Screen_Shot_2020-11-17_at_9.49.24_am.png

Step 3: Click on the Edit default technicians button.

Screen_Shot_2020-11-17_at_9.51.25_am.png

Step 4: Add a default technician for every service group you wish to have a specific tech assigned. Any routine maintenance with that service group applied will automatically apply this technician when tasks are created for it. You can also add a default technician without a service group. By doing this, that technician will be assigned to any routine maintenance tasks which don't have a service group or a service group which doesn't have a specific default technician assigned to it above.

Click on Save default technicians.



Bulk assign default technicians

Step 1: Go to the task page and then click on the Programmme Maintenance dropdown button and then the Default technician allocator.

Screen_Shot_2020-11-17_at_9.52.15_am.png

a) Select the service group applicable to what you are working on and use the filters to your advantage.

b) Select the selector widget.

Screen_Shot_2019-08-02_at_11.44.34_am.png

c) Using the widget, select the relevant pins on the map to select the properties you wish to allocate a default technician to.

d) Select the technician you want to allocate to those selected properties for the selected Service Group by using the 'Assign Technician' drop down.

e) Click the Assign button.

Bulk remove default technicians

  1. Go to Tasks > Programme maintenance > Default tech allocator.

  2. Select one or more technicians to remove default assignment.

  3. Use the shape widget to create a selection area around the appropriate properties on the map, making sure to click the last point a second time to complete the shape.

  4. Under the Assign technician field, select Remove currently assigned technician

  5. Click Assign to finish.

Replacing default technician

This may be used when an individual leaves your organisation and you need to re-assign their work.

Step 1: Go to the task page and then click on the Programme Maintenance dropdown button and then the Default technician allocator

Step 2: Download the current default technician's work. Go to ‘View allocations’ and add the technician you are looking for. Press search and download.

Step 3: In the downloaded spreadsheet, replace the technicians name with the email address of the technician who will be taking over their work.

Step 4: Import the data into the server via the Data Importer to replace the default technicians.

Did this answer your question?