Adding Technicians to the Schedule Board

The technicians that are listed in the Resources section depend on the Branch that you have access to. Marking the checkbox to the left of the technician name in the Resource window will update the Schedule Board and the Unscheduled Appointments section with the technicians' appointments. You can select all the displayed technicians by marking the checkbox to the left of the Search box. When you exit out of Schedule, the technicians that you have marked are saved and when you launch Schedule, they will still be marked.

Filtering Technicians

You have the ability to filter the displayed technicians by selecting Branch, Service Area, and/or Team. When you select any of the filter headings, a drop-down displays with options to select. You can clear any filters by selecting the Clear Filter icon.

Searching for Technicians

Use the text box below the Name column header to narrow the list of displayed technicians by entering a few letters. As you are typing the list displays any matching technicians.

Refresh the Resource Section

To refresh the Resource list, select the Refresh icon at the top of the section. This will refresh the list back to its last saved state. Additionally, if technicians have been added or inactivated in Signature, the technician list will be updated. These changes may be visible to you, depending upon the current filtering of the Resources in the Resource panel.