Technician Employee Record Set Up

In order for many of our Service Processes to work, a Technician's Employee Record MUST to be set correctly, as detailed below:

Address Tab: 

(1) e-automate User Login to be linked

(2) Technician's email address added



Positions Tab: 

(3) Technician box marked

(4) Manager assigned *make sure the manager's employee record has an email listed*

(5) Time card export box check marked (required for ID204/ID205 Tech Activity Reports)

(6) Burden rate assigned (to ensure labor costs accounted for on Profitability Reports)

(7) Technician's Warehouse & Bin assigned (not assigned to MAIN Warehouse)



**Be sure to also add the technician and email address in these highlighted fields on the Warehouse Record:



Custom Properties Tab: 

(8) ZCJFieldTech attribute set to Yes. This needs to be set on field technicians only i.e. a tech with a car stock. We use this on all our tech car stock type alerts, so we can exclude an in-house/shop tech or driver who does not have a car stock.



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