Versions Compared

Old Version 1

changes.mady.by.user Anastasia Medovkina

Saved on

compared with

New Version Current

changes.mady.by.user Anastasia Medovkina

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Image Added

Ui button
colorgreen
sizelarge
titleGo to Info for US Providers
urlhttps://servicechannel.atlassian.net/wiki/spaces/SCUCP/pages/2750513302/Manage+Technicians+Shifts

The technician shift assignment guarantees that all tasks and maintenance requests are fulfilled on time.  

By assigning specific shifts to technicians, you can know that someone is always available to respond to any maintenance issues or emergencies that may arise during a particular shift.  

Setting up shift assignments consists of 3 steps:

  1. Creating shifts by specifying their start, end time, and days of the week on which shifts go into effect.  
  2. Assigning shifts to existing technicians to create the work schedule. 
  3. Turning on shifts auto-assignment so that work orders are automatically assigned to specific technicians who are on shifts. 

Anchor
CreatingShifts
CreatingShifts
Creating Shifts

All current shift assignments are in the Shifts column of the User Management table. 

Screenshot showing how shifts display in the User Management table


Panel
bgColor#F9F9F9
titleColor#0e3367
titleBGColor#EAEAEA
borderStylenone
title⦿ How to Create a Shift
  1. Click the Hamburger Menu > Administration > User Management. 
  2. Click on the Username to open the Update User page.

    Picture showing the user name
  3. On the profile page that appears, click the Shifts tab. 

    Screenshot showing the shifts tab
  4. Click Add New Shift.

    Screenshot showing the add a new shift button
     
  5. Specify the following information: 
    • Enter a unique shift name. 
    • Select the time zone the shift should apply to.  
    • Select the day(s) of the week the shift goes into effect. 
    • Enter the start and end time of the shift. 

      Screenshot showing adding a shift window
  6. Click Save. 
    The new shift will appear in the Shifts table.

    Screenshot showing the added shift
  7. (Optional) Click Editin the Actions column of the table to change the shift configuration. 

    Screenshot showing the edit button


Info

For better navigation in shifts, you can sort the table by clicking on the following column names: 

  • Shift Name 
  • Updated by 
  • Status 
  • Time zone

In the 4 columns above, you can arrange shifts in alphanumeric descending order, then ascending if the same column is clicked again.

  • Update Date. By clicking this column name, you will sort shifts in the date order. 


Panel
bgColor#F9F9F9
titleColor#0e3367
titleBGColor#EAEAEA
borderStylenone
title⦿ How to Delete a Shift
  1. On the Shifts tab, click Edit. 
  2. Click Delete and confirm your action. 

    Screenshot showing a shift delete


Anchor
AssigningShifts
AssigningShifts
Assigning Shifts to Technicians  

When you have shifts, you can assign them to technicians. In tandem with auto-assigning features, shifts ensure that proper technicians are assigned to the work order in line with shift hours. 


Note

Note that you can assign up to3 shifts to 1 technician. 

You can assign shifts in two ways: 

  • Via the Shifts tab on the Update User page 
  • Via the table on the User Management page 

Anchor
AssigningShiftsViaShiftsTab
AssigningShiftsViaShiftsTab
Assigning and Unassigning Shifts to Technicians in the Shifts Tab

Panel
bgColor#F9F9F9
titleColor#0e3367
titleBGColor#EAEAEA
borderStylenone
title⦿ How to Assign/Unassign Shifts to Technicians in the Shifts Tab
  1. Click the Hamburger Menu > Administration > User Management. 
  2. Click the Username on the User Management page.

    Picture showing the user name
  3. Open the Shifts tab.

    Screenshot showing the shifts tab
  4. In the Actions column, click Assign.

    Screenshot showing the assign button

  5. Click Saveat the bottom of the page.  

    Screenshot showing the save page button
  6. (Optional) Click Unassign to remove the shift from a technician and save the configuration.  

    The assigned shifts will appear on the User Management page in the Shifts column. 

    Screenshot showing the assigned shift


Anchor
AssigningShiftsViaTable
AssigningShiftsViaTable
Assigning Shifts to Technicians via the User Management Table

Panel
bgColor#F9F9F9
titleColor#0e3367
titleBGColor#EAEAEA
borderStylenone
titleHow to Assign Shifts to Technicians via the User Management Table
  1. Click the Hamburger Menu > Administration > User Management. 
  2. Select the checkbox(es) next to the needed technician(s).

    Screenshot showing the checkboxes next to users
  3. Click the Select action button in the lower-right corner. 
  4. Select Assign Shift and click Submit. 

    Screenshot showing available actions
  5. Select the shift and click Save.  

    Screenshot showing the list of available shifts to select from
    The assigned shifts will appear on the User Management page in the Shifts column. 

Screenshot showing the assigned shift



Shifts Auto-Assign

ServiceChannel allows you to automate work order assignments based on your technician shifts. Auto-assign using shifts function assigns new work orders only to those technicians who are on shift for the scheduled dates of the work orders. 

SeeAutomating Work Order Assignmentto read more about shifts auto-assign configuration. 


Live Search
spaceKeySCUCP
additionalnone
placeholderSearch our Knowledge Base
typepage

Panel
titleColor#ffffff
titleBGColor#5fa7d0
borderStylegroove
titleIn this Article

Table of Contents
maxLevel3
minLevel2
indent20px

Panel
titleColorwhite
titleBGColor#75a346
titleRelated Articles

Filter by label (Content by label)
showLabelsfalse
max8
showSpacefalse
sorttitle
cqllabel in ( "automation" , "usermanagement" ) and space = currentSpace ( )