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ID172 - Tech Status Report - not Dispatched or Arrived Overview & Sample

Tech Status Report sent at start and end of day 

Overview | Samples | Variables | Alert Functionality | Best Practices & Tips |  Related Alerts

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Overview

Overview

A check to see which technicians are missing in action at start and end of day. This alert runs a Tech Status report showing techs either Dispatched, OnSite, Unavailable, or MIA (missing in action) and incorporates the employee Unavailable Entry component within eAutomate. Alert will fire 30 minutes after start of day (per company/branch) hours and 30 minutes before end of day. Tech is considered MIA if not dispatched OR onsite or does not have an entry in the unavailable time on eAuto Employee Record. 

**Send To Tech function does not work.

 Run Schedule: The task fires at the bottom of the hour, every hour. If, at that time, the branch is within one hour past open or one hour until close the alert will fire for techs of that branch. So, if you're open 8-5, expect an e-mail at 8:30a and 4:30p. If you're open 8:30-5, expect emails at 9:30a and 4:30p. If you're open 8-5:30 expect emails at 8:30a and 4:30. Considers all times local to the branch timezone, which there may be more than one of across the company.

Type of Output: Email

 

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Sample

Sample

ID172Sample.jpg

 

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Variables

Variables

ID172Variables.PNG

Variable W: Custom Property assigned in employee record identifying who is Field Tech

 

 

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Alert Functionality

Alert Functionality

Alert Schedule

Alert Schedule

-The task fires at the bottom of the hour, every hour. If, at that time, the branch is within one hour past open or one hour until close the alert will fire for techs of that branch. So, if you're open 8-5, expect an e-mail at 8:30a and 4:30p. If you're open 8:30-5, expect emails at 9:30a and 4:30p. If you're open 8-5:30 expect emails at 8:30a and 4:30. Considers all times local to the branch timezone, which there may be more than one of across the company.

Service Hours:

Found in Tools / Lists & Codes / Service Hours:

 

ID172ServiceHours.PNG

Branch Time Zone:

Found in Accounting / Branches

ID172BranchTimeZone.PNG

If you do not have branches, then Time Zone is listed under Tools / Options / Company:

ID172MainBranchSettings.PNG

eAuto Tech Employee Record:

ID172TechBranch.PNG

 

MIA

MIA/Unavailable Entries

-Tech is considered MIA if not dispatched OR onsite OR does not have an entry in the unavailable time sheet. 

Unavailable entries entered via tech Employee Record or Time Card Entry:

Unavailable Entries:

ID172UnAvailEntry.PNG

-Regarding tech visibility when assisting another tech - if you do a lot of “tech assists”, you will find this alert might report those “assisting” techs as MIA because very few dealerships update the service call as it’s dispatched with that assisting tech. The assisting tech usually updates their info as they are leaving. So just be aware that the timing of when that tech assist entry is actually created & dispatched on the call will impact whether or not this alert can “see” what call the assisting tech is on.

-If you make any changes to unavailable entries today, the alert will not reflect those changes until the next day (nightly table updates required) So, for example, if the alert sees at 8:30AM tech is MIA based on unavailable entry, it will show tech MIA again at 4:30PM (unless he's dispatched or on-site) because the process to update the time card entries runs only overnight.

Subscription Recipients

Subscription Recipients

-Send To Technician DOES NOT work 

-To Technician's Manager is manger assigned on technicians eAuto Employee Record

-To/CC/BCC email recipients will be on copy of Tech Managers email. If To Technician's Manager not selected, the To/CC/BCC email recipients receive one list per branch.

 

ID172Recipients.PNG

 

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Best Practices & Tips

Best Practices & Tips

 

Custom Property Set Up

Custom Property Set Up

Creating ZCJFieldTech

Step 1: Create new Attribute via Tools / Lists & Codes / Attributes

Attribute name: ZCJFieldTech

Description: Is Employee a Field Technician

Data type: Yes/No

ID172Attributes.PNG

Step 2: Add Attribute to Employee Record Configuration via Tools / Lists & Codes / Configurations (custom property)

Select Employee Configration type and use Quick Add feature to add.

 

ID172Config.PNG

 

  

 

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Related Alerts

Related Alerts

ID70 - Reminder to set up Holiday Hours in eAuto

ID376 - Tech MIA

 

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