Create Service Technician

This application is the preferred tool for creating a new service technician or user. The wizard collects all mandatory and optional information required to set up a new service technician or user and provides notifications if any errors or issues occur during the process.

A user represents a person in the system used for identification and contact purposes. Users can be associated with work permits as contacts or administrative roles, but they do not perform on-site work.

A service technician is a specialized role linked to a user that represents a person who performs on-site work. Service technicians can be assigned to work permits, are subject to risk and safety requirements, can check-in and check-out, and must meet qualification and certification requirements.

In summary, a user represents a person in the system for identification and contact purposes, while a service technician represents a user who is authorized to perform work, be assigned to work permits, and check-in and check-out at check-in stations.

Create Service Technician

• Select Company, Service Zone, Certificates

• Set Full Name, Phone, Email, Description (optional), Username (Shortname)

• Click “Create”

The recommended format for the Username (Shortname) is the first two letters of the first name, the first two letters of the surname, and two letters of either the country name or primary location name.

John Smith, United Kingdom -> JOSMUK

Mary Jones, Warehouse -> MAJOWH

Create User

• Select Company

• Set Full Name, Phone, Email, Description (optional), Username (Shortname)

• Check “Set user for contact purpose only”

• Click “Create”