Find out what a Preferred Engineer is.
A preferred engineer is exactly what it says: you are selecting an engineer who meets all the skills and criteria, or may have a lot of experience for a particular Site or Equipment item.
When a job is raised, the system follows a hierarchy to determine which Preferred Engineer should be assigned.
Repair Jobs: For Repair Jobs, the system first checks for a preferred engineer set against the Equipment.
If no preferred engineer is found there, it then checks the Site record.
Service Jobs: For Service Jobs, the system follows a more detailed hierarchy.
It checks for a preferred engineer in the following order:Equipment Service Sequence
Service Contract
Equipment
Site
The more specific setting always takes priority. So, a preferred engineer set at the service level will override one set at the equipment or site level.
The Preferred Engineer hierarchy is utilised by the system when you raise a job through the Equipment Service Schedule module.
Essentials!
Start with our helpful ‘how to’ videos here:
Getting There
Preferred Engineer - Equipment
You can find the Preferred Engineer field for Equipment in the Equipment Details window.
To get there, Select Equipment Records from the Equipment menu.
Next, choose your equipment item.
Using the trusty Action Tray, select the Edit icon to open the editor window.
You will find the Preferred Engineer field in the General Section.
Preferred Engineer - Site
You can get there by selecting Records and then Customer & Site Records.
Then, find the Customer and open the expand option.
Select the Site, and from the Action Tray, click the Edit icon.
This opens the Customer Site Editor.
The Preferred Engineer field is in the Site Details section.
Assign a Preferred Engineer
Now that you have located the Preferred Engineer field:
Click on the ellipsis (...).
Using the filter, you can search for the engineer.
Once selected, they are assigned.
If you will have various engineers attending the site, leave it blank.
You have successfully assigned a preferred engineer!