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Projects

Technician Allocation

The Technician Allocation screen makes it easier to group projects together per Technician.

Projects that have not yet been allocated to a Technician, are listed in the Unassigned Projects frame on the left.

Allocated projects can be removed from a Technician and can be re-allocated to another Technician.

Important Note: Ensure that you Save the screen before closing or refreshing the screen.

Ribbon Access: Maintenance / Projects   >   Technician Allocation

  1. The Technician Allocation screen will be displayed.
  2. The screen is divided into two panels;
    • The left panel is the Unallocated Projects. A list of all the unallocated projects is displayed in this panel.
    • The right panel is the Technicians' Projects. This panel will list the Technicians and their Availability Status .

Technician Allocation Grids

Columns can be added to, or removed from a data grid. This enables a user to customise the data grid to their own preference.

To navigate to the Projects or Technician's Projects you need to work with, use the search and filter options in the grid area.

Technician Management