Technician

A technician is a user role that is assigned to individuals who are responsible for installation and maintenance of devices within a fleet.

A reseller can create a technician for the company.

On the Dashboard, there are different widgets which give users an insight on the information of what activities the technicians are performing.

To get started 

• Login to your account.
• Go to  Settings > Technician > Technician.

To upload records

• Click on the ➕ button on the taskbar.
  
  

Navigate to General

• • Select Reseller under which you want to add a technician from the dropdown menu.

• • Enter the First, Middle and Last name as asked.
  • Enter the Technician number, if any.
  • Select Gender of the technician.
    
  • Select the verification method.
    
    • OTP: Select OTP for verification using OTP.
      
      
      • Select OTP Via.

• • • Password: Select Password for verification using password.

• • • • Enter the Password and then Retype Password.
  • Enter Email.

• • Enter Mobile Number.
    
    

• • Enter Emergency Contact.
  • Enter Date of Join.
  • Enter Date of Birth.
  • By checking the box against Create task rights, one can provide rights to the technician to use the Technician application.

Navigate to Address

• • Enter the Address details of the technician.

• • Enter the Time Zone of the technician.
    
  • Enter the Mediclaim details of the technician.
  • Enter the Geo Location of the technician.

Navigate to Leave

• • Click on Leave Link ➕.
    
  • • Add Leave Type from the dropdown list.
    • Add Number of Days.

• • • You can Delete the Document details by clicking on .
    • Click on save 💾 button.

To download these technician details, click here.

These technicians are appointed tasks by the resellers which are called technician tasks. There are two types of tasks - maintenance tasks and installation tasks.

Users can upload technician task details and can also download technician task details.