Set up Technician for Field Service. User Guide

Transcription

1 Set up Technician for Field Service User Guide Davisware 514 Market Loop West Dundee, IL Phone: (847) Fax: (847) Contents are the exclusive property of Davisware. Copyright All Rights Reserved. Published jb/rl

2 Table of Contents Employee Maintenance...4 Salesperson Maintenance...5 User Maintenance...7 Ready to go... 7 Getting Started...8 Navigate remote field service... 8 Davisware 2

3 Setup Technician for Field Service Purpose: Before a technician can log in to Remote Field Service, he must be setup in three places: Salesperson Maintenance, User Maintenance and Employee Maintenance. The User Type in User Maintenance must be default to Field Service. Overview: Davisware recommends setting up Remote Field Service in training mode in order to test and train technicians before rolling it out into your production environment. When ready to go live, switch the environment to Live mode. You will need to complete the following steps in your Live environment as well. Access: Go to the Accounts Receivable Menu, select the AR Setup Menu and then select Salesperson Maintenance. The Salesperson Browse window displays. From this view, you can highlight the salesperson you wish to edit or you can add a new salesperson. Select the salesperson and then click F8-OK. Use F2-New to add a new salesperson. To access User Maintenance, go to System Utilities, select System Setup Menu, and then select User Maintenance. Use [F6-Find] to select and access the Technician setup in User Maintenance. Documentation style In this document, the following writing style is used to describe navigation from a GlobalEdge module to a menu or screen to a tab: Customer > Customer Maintenance > Summary Where: Customer is the module Customer Maintenance is the selection from the Customer module Summary is the tab to select The following table defines the documentation style per function: Function Style documented in this format Button to click or press Click button name or press a keyboard function F8. Tab to select Field entry Select tab name. Enter information in the fieldname. Davisware 3

4 Employee Maintenance The first step in the process is defining an employee record. From Payroll Management, select Payroll Maintenance Menu and then click Employee Maintenance. Result: The Find Payroll Employee search window displays. Click F2-New to create an employee record or search for and select an employee by entering values into the search criteria fields, then click F8-OK. Complete all applicable fields and tabs as related to the employee. Click F8-OK when done. Davisware 4

5 Salesperson Maintenance Next create/modify the salesperson record for the employee. Go to Accounts Receivable, select the AR Setup Menu and then select Salesperson Maintenance. From the Summary tab, enter values such as the salesperson code, name, employee ID, type and address. Davisware 5

6 Next, click the Field Service tab. The field service tab is where you define the default settings for the technician. Assign the tech s warehouse. Select from the browse list those warehouses the tech has access to. If the tech uses a gobox warehouse, then select it from the browse list. In the Available Status Codes field, assign applicable status codes. In the Vendor List, assign those vendor codes the tech is able to create PO s from. Enter * if the tech can create a PO for any vendor. Select from the Menu List those options that will be available on the tech s device. Select from the Security List those feature/function rights applicable to the tech. From the functionality checklist, select the boxes for those features applicable to the tech. For example: o If you want the tech to view all his calls for the day, then select Send All Calls. Unchecked, then only one call at a time displays. o Select Create SO, if you want the tech to create a new service order from his device. o Select Create PO, if you want to allow the tech to create a PO while entering item lines on the service order. Otherwise, all item lines will be added against stock. Hint: Hover your mouse over the checkbox to display the tooltip that describes the feature. Davisware 6

7 User Maintenance The third part of the setup is User Maintenance. Go to System Utilities, select the System Setup Menu and then select User Maintenance. 1. Enter the User ID and Password. 2. Select the User Type choose Both if the tech accesses both GlobalEdge and Remote Field Service. Otherwise select Field Service for tablet use only. 3. Assign the tech s Salesperson code. 4. Select those checkboxes applicable to the tech. Remember to hover over the box to view the description. Ready to go The technician is now setup in Employee Maintenance, Salesperson Maintenance and User Maintenance. The tech is ready to log into Remote Field Service. You can create calls on the dispatch board for the technician and the calls will be available on his/her device. Davisware 7

8 Getting Started Navigate remote field service Once the technician is setup, he can then log into Remote Field Service from his tablet. To log in, locate and select the RFS icon on the tablet. Enter User ID and Password then click Connect. Result: The home screen displays. Banner menu and additional options menu display at the top. This section displays available options such as Acknowledge receipt of a service order, travel, and start. Service order details. Use your finger to scroll and view more information. To log out, select the Additional menu in the upper right-hand corner and then select Log Off and Exit to close. Davisware 8