Technician Activity

This Help File Page was last Modified on 04/01/2017

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Technician Activity

This Help File Page was last Modified on 04/01/2017

The Technician Activity Report will list all of the Status Changes of one, or all, of your Company's Technicians within a specified Date Range.

The Technician Status Form allows you to continually update the changes in each Technician's Work Status as their Status changes throughout their workday.

Each change of Technician Status causes the last completed change of Work Status of a Technician to be posted automatically to the Technician Activity tab on the Work Order Form.

Note: You may also use the Technician Activity tab on the Work Order Form to manually record the Tech Status of each Technician assigned to that Work Order, but those entries will not update the information in the Technician Status Form.

To review the overall activity (i.e., changes in Work Status) of one, or all active Technicians for a selected Date Range, print the Technician Activity Report.

 

To print the Technician Activity Report:

a)From the Backstage Menu System Select Reports and Choose Service Tracking and Select the Technician Activity option, or

b)From the Quick Access Menu, Select Reports and Choose Service Tracking and Select the Technician Activity option

 

Technician Activity Report - There are three tabs on the Technician Activity dialog.

Options - Initially only the Options tab is shown (until you make your Options selections and Select Print).

 

HelpFilesTechnicianActivityReportDefaultDialog

Technician Activity Report - Options tab

 

Technician(s) - Specify either a specific one, or to include all of your Technician(s) in this Technician Activity Report.

All - The default, All Technicians' Status Changes will be listed.

One - Only one Technician's Status Changes is to be listed.  

oIf One is selected, use the Drop-Down Selection List to Choose the appropriate Technician.

 

HelpFilesTechnicianActivityReportDialogOneTechnician

Technician Activity Report - Options tab

One Technician

 

Report Dates - Specify the Date Range for this report.

Beginning - By default, 30 days ago.

o Use the Drop-Down Calendar/Date Entry field to Choose the appropriate Beginning Date.

Ending - By default, Today.  

oUse the Drop-Down Calendar/Date Entry field to Choose the appropriate Ending Date.

Print - Click the Print button HelpFilesPrintButton to Preview and optionally Print (to a File or a Printer) this Technician Activity report.

To Exit this Report dialog, Click the Close button HelpFilesReportDialogCloseButton toward the bottom of the Options tab.

 

Preview - The Preview tab presents the report which resulted from the Options you've selected.

Technician Activity Report Column information:

Date - The Date of the Status Change.

Status - The Status itself.

Work Order - The Service Request Number for which this Status Update was entered.

Subscriber - The Account Name for whom the Service Request was issued.

Comment - The Comment entered (when available) as the Technician's Status change was recorded.

Up Arrow/Down Arrow - hi - Moves the report one line up, or one line down, respectively.

Page Up/Page Down - Moves the report to the previous or next page, respectively.

 

HelpFilesTechniciansActivityReportSample

Technician Activity Report - Preview tab

Home - HelpFilesHomeKey- Using either the screen Icon or your Keyboard's Home key, moves the report to the top of the first page.

End - HelpFilesEndKey- Using either the screen Icon or your Keyboard's End key, moves the report to the bottom of the last page.

Arrows - The arrows allow you to move back and forth, from page to page.

Number - Indicates the page number you are viewing.

You may also type in a specific page number, Press 8 Enter and that page will be displayed immediately.

If you enter an invalid page number, it will be ignored.

Fit To Page - Click the first button after the arrows to size a full page of the report to fit the screen.

Zoom To 100% - Click the second button after the arrows to display the page at 100% (of the printed view).

Fit To Page Width - Click the third button after the arrows to size the page of the report to fit the full width of the screen.

Zoom To Percentage - Click the fourth button after the arrows to re-size the page of the report by percentage.

 

HelpFilesPercentageOfViewAdjuster

When you Click the Zoom To Percentage button, the Percentage selector will be displayed.

You may then Click the Up  or Down arrows to set the exact amount of Zoom you want.

Print - Click the Print button to Print (to a File or a Printer) HelpFilesPrintIconthe displayed Technician Activity report.

Email - Click the Email HelpFilesEmailButtonbutton to send this report to an Email address of your choosing.

To Exit the Preview tab and Close this Report dialog Form, Click the Close box HelpFilesCloseBoxon the right at the top of the Preview tab.

 

Data View - This view provides a tabular (spreadsheet style) presentation of the selected data.

 

HelpFilesTechnicianActivityReportDataView

Technician Activity report - Data View tab

 

Arrows - Click the arrows to move through the record.

Export - Exporting the data from this Data View tab (note the "fly-over" help available on these buttons):

Export to CSV - Click the first button after the arrows to export the data to a Comma Separated Values (CSV) file format.

Export To Excel - Click the second button after the arrows to export the data to an Excel (.xls) file format.

Export To Html - Click the third button after the arrows to export the data to an HTML formatted file.

To To Exit the Data View tab and Close this Report dialog Form, Click the Close box HelpFilesCloseBoxon the right at the top of the Data View tab.