Tech Availability Chart

Tech Availability Chart

The Technician availability chart is a matrix view that indicates the availability of technicians for a specific day. It displays the list of technicians, along with the number of open requests assigned to them and their availability for a given month.
Technicians can apply for leave, edit/ cancel leave, and even configure backup technicians when a technician is unavailable from the technician availability chart.
To view the Technician Availability Chart, go to Home > Tech Availability Chart tab.
You can also choose Tech Availability Chart from Quick Actions in the header pane.

Technician Availability Chart 

  1. The Technician Availability Chart shows the current month and year.
  2. The Navigation buttons on the left top help to navigate to the previous and the forthcoming months.
  3. The current date in the calendar is marked in a blue border.
  4. By default, for an administrator, the list of all the technicians gets displayed, irrespective of the Site and Group. Using the "Site", "Group" and "Technician" combo boxes, the administrator can view the availability of a particular technician in a particular Site.
  5. For a Site Admin, the list of all technicians in his/her site is displayed irrespective of Groups. The number of Open Requests assigned to the technicians for a specific date is displayed in the Chart.
  6. Unavailability of a technician is indicated in pink color.
  7. Company holidays and weekends are marked in other different colors.


Mark Leave 

  1. Click .
  2. Select the unavailability type.
  3. Specify the duration when you will be available using the icon.
  4. Mention the reason for your unavailability
  5. Click Save. The technician's holiday is indicated in the color that is assigned for Technician Unavailability.


You can also mark leave from Quick Actions > Mark Unavailability under the Scheduler block.
Notifications rules can be configured to keep other technicians informed about the leave of absence of a technician. Once the technician applies for leave, selected technicians or the group in which the technician is present will be notified about the leave when it is added, modified, or canceled.

View/Reassign Requests 

You can view the view the requests assigned to a technician for a particular day. Requests assigned to a technician can be reassigned to another technician.
  1. Click the requests on the day when a technician is unavailable.
  2. Select View Details.
  3. Enable the checkbox adjacent to the requests you want to reassign.
  4. Click the request you wish to view, and the request information is displayed on the same screen.
  5. Click Assign and select the technician to whom the requests are to be reassigned.



Info
Re-assigning requests is different from assigning requests through Backup Tech. Although Backup Tech can be configured only up to one level, in the absence of the backup technician, the pending requests can be assigned to another technician through this feature.  
Click the name of the technician to have a detailed view of the number of requests, problems, changes, and tasks assigned to the particular technician in My Schedule.

Edit/Cancel Leave 

  1. Select the leave of the technician that needs to be edited from the Technician Availability Chart.
  2. Select View Unavailability.
  3. Click to edit the leave details.
  4. You can also cancel a leave by clicking . For continuous holidays, the entire series gets canceled.
  5. Click Save.
Info
If a continuous period of leave is applied, then the entire period will be canceled. 



Configure Delegation for Technicians 

You can configure delegations for upcoming unavailability from technician availability chart.
Info
Delegation can be configured only if Delegation is enabled under Setup > Automation. Learn more. 
  1. Select any upcoming unavailability.
  2. Select View Unavailability.
  3. Click to edit the leave details.
  4. Delegate the request ownership and upcoming approvals.
  5. Click Save.
 

Info
This option will only be available for SDAdmin and SDCo-ordinator.  
 

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