Technician Employee Record Set Up

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

Address Tab: 

EA User Login to be linked

Technicians email address added


Positions Tab: 

Technician box marked,

Manager assigned,

TimeCard Export box marked (required for ID204/ID205 tech activity Reports)

Technicians Warehouse & Bin assigned (not assigned to MAIN Warehouse)


Custom Properties Tab: 

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


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