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Manage Technicians Shifts

Manage Technicians Shifts

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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. 

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
Screenshot showing how shifts display in the User Management table

 

Quick Tips

  • 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. 

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 Edit in the Actions column of the table to change the shift configuration. 

    Screenshot showing the edit button

How to Delete a Shift

 

  1. 
On the Shifts tab, click Edit. 

  2. Click Delete and confirm your action. 

    Screenshot showing a shift delete

What’s Next?

Watch our 4-minutes video to learn how to configure technicians’ shifts and auto-assign work orders based on these shifts.

 

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