How to De-activate a Technician Record

Path: Organization > Repair Center > Technician / Identity Tab

If a technician is laid off or fired but has been used in transactions within the software, the record must be retained. If deleted, the link between the technician record and all the related files would be broken.

To make a technician record inactive:

  1. Open the Technician window.
  2. Locate the desired record.
  3. Click Edit on the WebTMA toolbar.
  4. Clear the Active check box on the window.
  5. Click Save on the WebTMA toolbar.

The record is now inactive, and the technician's name will not display on selection lists. To re-activate a previously inactive record, use the same process and mark the check box again.

See Also

Technician Identity Tab

How to Add Technician Records

How to Store and View a Technician's Picture