Having he ability to schedule the Tech upon generation of the work order would be ideal. I'd like to see the "trip" right when you're generating, then they dump right on the dispatch board on those dates. Seems more streamlined....then you don't have to generate, go to the dispatch board and schedule out.
Sara Kaiser
| Company | Tweet Garot mechancial |
| Job Title / Role | Contract manager |
| I need it... | 3 months |
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Any update on this?
It creates a trip and assigns the tech (awesome) but does not populate the scheduled date, which we would want in some work order batches but not others
Currently exists...if the SM Service (work schedule) has an Assigned Technician:
Assigned Tech
Enter the technician for this agreement service (generally the technician most qualified to handle the work associated with this agreement service). If this technician is Active in SM Technicians and PR Employees, the system will **automatically create a single trip on work orders generated** from this agreement service, with this technician designated. In addition, this technician will be assigned as the Lead Tech on the work order.
If you leave this field blank, the system will not automatically create trips for work orders generated from this agreement service. Additionally, it will assign the primary technician designated for the service site as the Lead Tech on the work order.