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FTM

Internal Technicians Groups

As part of the initial configuration, your ServiceChannel representative will link first create your FTM ServiceChannel Provider Internal Tech Group and then assign that group to your desired Locations in Service Automation. Going forward, you may need to manage which rank your FTM Internal Tech Group resideshas.

Note

Note:Service Automation users with the Admin role may Admin User, Power User, Power User Lite, Provider Assignments Editor, or Super Admin secondary roles can add provider assignments to locations. See “Adding and Editing Users” for more information.

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Learn more about Secondary Roles.

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Assigning an Internal Techs Group to a Location and Trade

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title⦿ How to Reassign Assign an FTM Internal Tech Group to a Different Rank:


Notetip

Note:The steps below illustrate how to quickly reassign your FTM Internal Tech group Group within desired locations in bulk. There are, however, multiple ways to assign your group to locations.

Login
  1. Log in to Service Automation.
At
  1. In the top-left corner of the screen, click the menu icon Image Added, and select
 Locations and
  1. Locations & Provider Assignments.
  2. On the Locations page, check the box(es) next to the desired Location(s).Locations listImage Added
On
  1. At the bottom of the Locations list, click
 
  1. the Assign/Retire Providers for
’n’ Locations. (Note: ’n’ indicates
  1. # Locations button where # is the number of the locations you have selected.
) 
  1. The
 
  1. Provider Assignment
 
  1. overlay appears.Image Added

  2. Select your

FTM

  1. Internal Tech

group

  1. Group from the Provider drop-down menu.

    Note

    You may find some providers highlighted in gray. Such providers cannot be assigned to locations and complete work orders as they were marked with the “Do Not Dispatch” flag in Compliance Manager.


  2. Select the desired

 

  1. Trade

 

  1. from the drop-down menu.

    Tip

    Select the All Trades option to assign your Internal Techs group to all the trades for the selected locations.


  2. Select the desired

 

  1. Rank

 

  1. position from the drop-down menu.

Click 

  1. Select the desired Category from the drop-down menu.

    Note

    Contact your ServiceChannel representative to enable provider assignment based on category.


  2. Click Next. The Provider Assignment confirmation

page

  1. overlay appears.

note

  1. Provider assignment confirmation pop-up windowImage Added

Note:

  1. Should you already have a provider in a slot that you are attempting to assign your

FTM

  1. Internal Group to, you may be

asked

  1. prompted to retire your current provider from that rank. Ensure each of your Provider Assignments

are

  1. is properly ranked and resolved.

  2. Click
 
  1. Confirm. A green bar appears
,
  1. indicating the provider assignment was saved
.

Heading 2 looks like this - choose Heading 2 and then change the color to the top row, 5th from the left.

and Heading 3 should look like this - choose Heading 3 and then change the color to the top row, 5th from the left
  1. .
Tip


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