Technician Reassignment

All or some of a technician's duties can be reassigned to one or more technicians. For example, you could use this feature to even out workloads among technicians. Or if a technician leaves the company, you could easily reassign the technician's duties to other technicians. When an appointment is reassigned, its starting time is cleared, or set to 12:00 a.m., and the system verifies that the skill set of the technician being assigned matches the skill level assigned to the appointment. A message displays if the skill levels do not match.

1. Select Microsoft Dynamics GP > Tools > Utilities > Service Management > Tech Reassignment.
2. Use the lookup window to select the Source Technician ID.
3. From the drop-down list, select the duties assigned to the source technician by:
   • Location Primary (LP)
   • Location Secondary (LS)
   • Location Skill (LSK)
   • Contract Primary (CP)
   • Service Call/Appts (SA)
4. Use the lookup to select the Destination Technician ID.
5. The Appointment Status field is enabled when the Service Call/Appts duty is selected. The default status is UNASSIGNED but you can select a different status by using the lookup.
6. In the left scrolling window, select the location fields to be reassigned. Select Insert >> to insert them one at a time, or select All >> to insert all the fields.
7. Select Move to reassign the duties.