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:
Creating shifts by specifying their start, end time, and days of the week on which shifts go into effect.
Assigning shifts to existing technicians to create the work schedule.
Turning onshifts auto-assignmentso that work orders areautomatically assigned to specific technicians who are on shifts.
Creating Shifts
All current shift assignments are in the Shifts column of the User Management table.
⦿ How to Create a Shift
Click the Hamburger Menu > Administration > User Management.
Click on the Username to open the Update Userpage.
On the profile page that appears, click the Shifts tab.
Click Add New Shift.
Specify the following information:
Enter a uniqueshift 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.
Click Save. The new shift will appear in the Shifts table.
(Optional) Click Editin the Actions column of the table to change the shift configuration.
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 sortshifts in the date order.
⦿ How to Delete a Shift
On the Shifts tab, click Edit.
Click Deleteand confirm your action.
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 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
Assigning and Unassigning Shifts to Technicians in the Shifts Tab
⦿ How to Assign/Unassign Shifts to Technicians in the Shifts Tab
Click the Hamburger Menu > Administration > User Management.
Click the Username on the User Management page.
Open the Shifts tab.
In the Actions column, click Assign.
Click Saveat the bottom of the page.
(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.
Assigning Shifts to Technicians via the User Management Table
How to Assign Shifts to Technicians via the User Management Table
Click the Hamburger Menu > Administration > User Management.
Select the checkbox(es) next to the needed technician(s).
Click the Select actionbutton in the lower-rightcorner.
Select Assign Shift and click Submit.
Select the shift and click Save.
The assigned shifts will appear on the User Management page in the Shifts column.
Shifts Auto-Assign
ServiceChannel allows you to automate work order assignments based on your technician shifts. Auto-assign using shiftsfunction assigns new work orders only to those technicians who are on shift for the scheduled dates of the work orders.