Be certain that the address entered in the Work E-mail field is valid. This is one of the e-mail addresses used by the system. If the address is invalid, it causes an error for the service, and messages cannot be sent or received.Path: Organization > Repair Center > Technician / Identity Tab
The Identity Tab of the Technician window stores personal and organizational information about employees that are assigned work. Most of the fields on this window are self-evident.
This window is used to establish basic information about the person; however, the login, permissions, and access are added from Admin > User Management > Records. When a new technician record is saved, click the User Account link on the Action Menu. If you click OK on the query popup window, this opens a User record and adds the basic information. Complete the Role and access information on the User window. If a user record exists, click the User Account link to open the record in a separate window.
The Charge Rate is a required field. If you want to use the default rate from the Trade, click the Trade Subtab and select the trade or trades. WebTMA will use the rate for the trade you mark as Preferred. For more information, see Technician Trade Subtab.
The value in the MobileTMA Days field determines how many days forward the system checks for outstanding work. This applies to both mobileTMA and WebTMA GO. The value in this field represents the number of days in the future. If the field shows a value of 3, WebTMA downloads work orders for the current day plus the next three days. For example, if the value is 3 and the current day is the 6th, work orders through the 9th are downloaded. If the field is empty, WebTMA automatically downloads work orders for the current day plus the next two days, as if the value in the field were 2.
The Driver check box applies to the optional Transportation Dispatch module. If you use this module, any technician marked as a driver is eligible to have vehicles assigned from the module.
A valid address in the Work E-mail field is useful if your organization sets up email notification from the Repair Center / WO Email – Schedule Tech Subtab. Using this Repair Center function, the technician receives an email notice when work is assigned to him from the Work Order / Schedule Tab when the record is saved. On the Repair Center / WO Email – Schedule Tech Subtab, you have the option to mark the Suppress Email check box to prevent sending any notices. Or, you can exclude PM Work Order notifications by marking the Exclude Auto Notify Technician for PM Work Order check box on the Repair Center / Identity – Preference Subtab.
If you use a Work Cell or Pager Service, add the information to these fields. When completed, these will also display as an e-mail option when you click the e-mail icon on the Work Order / Schedule Tab or some Quick Post lines (Cost, Time & Labor, Material, or Time & Attendance). For SMS text messages, first go to Organization > Lookups > Messaging Services to set up the cell or pager carrier and address that allow you to send a text message or a page.
When you select a Supervisor ID or Supervisor Name using the down arrows in either field, WebTMA automatically completes the other field for you.
Be certain that the address entered in the Work E-mail field is valid. This is one of the e-mail addresses used by the system. If the address is invalid, it causes an error for the service, and messages cannot be sent or received.