Assign a Tech
As a technician manager you have the ability to assign
material to a field technician for pick-up.
Navigate to Assign a Technician
Click on “Assign a Technician” from the home menu.
Play Video
Select material to assign
- You also have the ability to search available kits by Site ID
- Select the kit(s) you would like to assign to a field technician
- Packing slip details can be viewed by selecting a kit SAP
- Select the ‘Assign’ button to continue in the assignment process
- Select the ‘Deny’ button to remove material from all Tech views (Upon ‘deny’ material will exit the Tech Bucket and a notification will go to your PM indicating this is not a ‘Tech order’)
Confirm assignment
- Select a technician from the dropdown (Only Techs with active accounts in the market will populate the dropdown)
- Confirm material assignment
*Missing Techs will need to request an account.
Assignment Confirmation
After confirming the assignment information, you are taken back to the home page.
You will receive a confirmation toast at the bottom of the screen stating that ‘Material has been assigned to the selected Tech for pick-up’
You will receive a confirmation toast at the bottom of the screen stating that ‘Material has been assigned to the selected Tech for pick-up’
