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During the implementation process, your ServiceChannel representative

will have added

assigns the initial batch of internal technicians

to WorkForce

. Going forward, you may add additional internal technicians to the list.

You may either:
  • add a single technician; or
    • add multiple technicians using an Excel template.

    As your internal tech group is considered a “service provider,” you need to add these new technicians through Provider Automation.

    User Management section where you can manage your internal techsImage Added

    Adding a New Technician

    Panel
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    title⦿ How to Add
    a Single Technician
    1. Click the plus (+) icon, either on top of the console or on the bottom of the list. The Add an Employee overlay appears.
    2. Enter the technician’s full name and email address.
      Image Removed
    3. (Optional) In the message box, edit any information as necessary.
    4. Click Add Employee.
      • The technician appears in the WorkForce console.Image Removed
      • The invited technician receives an email to download the Field Tech Manager app. See “Using FTM Mobile for the First Time” for more information on how your technicians sign up for FTM.
    Panel
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    title⦿ How to Add Multiple Technicians (Bulk Upload)
    1. On top of the Technician list, click Bulk Upload. The Bulk Upload overlay appears.
    2. Click Download Spreadsheet and then Save the Excel spreadsheet.
      Image Removed
    3. Open the Excel spreadsheet and enter each technician’s name and email address, one per row.
      Image Removed
    4. Save the spreadsheet once all technicians are added.
    5. In WorkForce, click Browse… to locate and select the spreadsheet on your hard drive, and then click Open or OK.
    6. Click Upload Spreadsheet. The technicians will list on the page for you to review the information for accuracy.
    7. (Optional) Click any field to edit information.
    8. Click Proceed. The email message appears.
    9. (Optional) In the message box, edit any information as necessary.
    10. Click Finish.
      • The technician appears in the WorkForce console.
      • The invited technician receives an email to download the Field Tech Manager app. See “Using FTM Mobile for the First Time” for more information on how your technicians sign up for FTM.
    Note

    Note: You may see statuses such as “No Response” or “Incomplete Profile” next to technicians’ names. These statuses relate to another ServiceChannel product, Site Access, which also uses WorkForce technology. Technicians using Field Tech Manager are not required to complete a profile, and therefore, this feature has no impact on using FTM.

    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.

    tip
    a User and Send a User Invitation
    1. Log in to Provider Automation.
    2. Click the hamburger menu in the upper-left corner, and select Administration > User Management.
    3. Click the Invite User button.
      Image Added
      The       Invite User page appears.

    4. Under the Basic column, enter the required information. (The required items are marked with an asterisk * in the list below the screenshot.)
      Image Added

      1. First Name*
      2. Middle Name
      3. Last Name*

      4. Email*

        Note

        Each user must have a valid email to be added to your company.


      5. Mobile Phone number

    5. Under the Access column, select the Technician from the User Role dropdown. The Technician access level (the Technician checkbox) gets automatically activated once you pick the Technician user role.Image Added

      Info
      • The Technician role signifies an employee responsible for accessing and completing work orders. 
      • All users assigned the Technician role automatically appear under Work Order Assignment where you can assign work orders to them. 
      • Users with this role can then access FTM work orders through the ServiceChannel Provider Mobile app.
      • Depending on your account configuration, you may have three levels of technicians: Technician, Supervising Tech, and Regional Manager. Learn more about Assigning User Roles and Permissions.


    6. Click Invite. Invited users are added to your internal technician group and are automatically sent an email to complete their profile. Below is the screenshot showing an example of the invitation email your tech will receive.
      Image Added

    7. On the User Management page, select the Invited radio button to view all users invited to your internal technician group.Image Added


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