Trades

Path: Organization > Repair Center > Trade / Identity Tab

Trades are used to group technicians who share the same skills and perform the same type of work. Each technician must be associated with a trade. This can be done from the individual technician record or from the trade record.

Information on Trade window Tabs applies to the entire trade. The WO Query field on the Identity Tab applies if your organization uses the optional Technician Login module. The field names a query created from the Work Order / Browse Tab that applies to the WO Queue for a Technician Login.

You can limit the trade to selected repair centers if needed. The Repair Center Tab is used to assign a trade to one or more repair centers. At least one repair center assignment is required.

The read-only Work Orders and Costs Tabs on this window reflect work assigned and accumulated costs related to the shop. Use the standard UDF Tab if you require special user-defined fields. As a rule, the UDF fields are defined in related Lookups windows; however, Trades do not have a type and the UDF labels for both Trades and Technicians are established from the Trades / UDF Tab. The method to add these labels is described in Help > Help Page > Common Functions.

See Also

How to Add Trades

How to Add Repair Centers to a Trade

How to Add Technicians to a Trade