Assign Engineers Screen - Version 4
20/06/17 - Ref A1417
With the new enhanced assign engineer feature, when assigning engineers, you can see from a glance all relevant details such as – Comments regarding their service and costs, their skills & qualifications and now you can assign and view a star rating which is both visual and informative. You can select subcontractors or engineers that are based in the area of the work or alternatively select those that cover a specific geographical area.
In order to add Comments, Ratings, Covered areas and Skills & Qualifications to your Engineers/Staff/Sub Contractors,open Job Tracker Professional and click on ‘Staff Members’ displayed at the top left of the home screen.
Click the ‘Save’ button displayed in the bottom left of the screen to save all changes that were made.
The new version 4 assign engineer screen will be displayed when you click the ‘Assign’ button located under the ‘Assigned staff’ section in the middle of the ‘Jobs’ screen or ‘Quotes / Estimates’ screen. Within this new assign engineer screen, you can apply various filters to help you find the relevant resources. If you simply click search, the list will display all engineers/subcontractors that you have detailed in your Staff Members/Engineers section. Once you have selected the engineer you would like to assign, click on the ‘Assign Selected Personnel’ button located in the top middle of the page. There are 2 ways in which you can search for an engineer by Post Code.
Once you have selected the engineer you would like to assign, click on the ‘Assign Selected Personnel’ button located in the top middle of the page.