Managing an Internal Technicians Group in the Locations Module
- Joseph Yarborough (Unlicensed)
- Anastasia Troichuk (Unlicensed)
- Anastasiya Dashuk (Unlicensed)
- Chellie Esters
Internal Technicians Groups
As part of the initial configuration, your ServiceChannel representative will first create your ServiceChannel Provider Internal Tech Group and then assign that group to your desired Locations. Going forward, you may need to manage which rank your Internal Tech Group has.
Service Automation users with the Admin User, Power User, Power User Lite, Provider Assignments Editor, or Super Admin secondary roles can add provider assignments to locations. Learn more about Secondary Roles.
Assigning an Internal Techs Group to a Location and Trade
The steps below illustrate how to reassign your Internal Tech Group within desired locations in bulk. There are, however, multiple ways to assign your group to locations.
- Log in to Service Automation.
- In the top-left corner of the screen, click the menu icon
, and select Locations & Provider Assignments. - On the Locations page, check the box(es) next to the desired Location(s).
- At the bottom of the Locations list, click the Assign/Retire Providers for # Locations button where # is the number of the locations you have selected. The Provider Assignment overlay appears.
Select your Internal Tech Group from the Provider drop-down menu.
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.
Select the desired Trade from the drop-down menu.
Select the All Trades option to assign your Internal Techs group to all the trades for the selected locations.
Select the desired Rank position from the drop-down menu.
Select the desired Category from the drop-down menu.
Contact your ServiceChannel representative to enable provider assignment based on category.
Click Next. The Provider Assignment confirmation overlay appears.
Should you already have a provider in a slot that you are attempting to assign your Internal Group to, you may be prompted to retire your current provider from that rank. Ensure each of your Provider Assignments is properly ranked and resolved.
- Click Confirm. A green bar appears indicating the provider assignment was saved.
