The Technician Schedule Report is designed to print a listing of Ticket (Service or Inspection) and/or Job scheduled appointments for Technicians and/or Installers. This report may be generated for a single date or a date range.
Once the desired options have been selected on the report options form, click the OK button to display the report in Print Preview mode.
Report Selections
Dates (Appointment Date) - This option will default to the Current date. If a different Date Range is desired, you may enter the From and To dates.
Options - You may select one, multiple or all of the options.
· Print Each Tech on a separate page - Selecting this option will begin a new page for each Technician's Appointments.
· Include Resolved Service Tickets and Installed Jobs - Selecting this option will include Tickets where a resolution code has been selected and saved to the ticket and completed Jobs. Completed Jobs are those where all tasks on the Job Task List have been approved.
· Print Service and Install Lists separately - Selecting this option will print a new page for Ticket and Job appointments for each Technician.
· Include Closed Service Tickets and Installed Jobs - Selecting this option will include Tickets and Jobs that have been closed.
Include Service Appointments - If appointments are to be printed for Service and Inspection Tickets, select this option.
Include Job Appointments - If appointments are to be printed for Jobs, select this option.
Service Companies - The report default is to print data for all active Service Companies. If it is desired to print the data associated with one or multiple Service Companies, you may select the checkbox to the left of each Service Company desired.
Routes - The report default is to print data for all active Route Codes. If it is desired to print the data associated with one or multiple Routes, you may select the checkbox to the left of each Route desired.
Branch - The report default is to print data for all active Branches. If it is desired to print the data associated with one or multiple Branches, you may select the checkbox to the left of each Branch desired.
Technicians - The report default is to print data for all active Technicians and Installers. If it is desired to print the data associated with one or multiple Technicians, you may select the checkbox to the left of each Technician desired.
Display - Employee Code is selected by default; you may select Employee Code or Employee Name to print on the report.
· Employee Code - If this option is selected, the Employee Code field from the Employee Setup will be printed on the report.
· Employee Name - If this option is selected, the Technician name printed will be formatted as: "Last Name, First Name" fields of the Employee Setup.
