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.
For Preferred Engineers, there is a hierarchy in the selection process.
So, for repair jobs, the system scans the preferred engineer set for Equipment and then Sites.
If it's a service job, the system scans the preferred engineer set for Equipment Service Sequence, Service Contract, Equipment and then Site.
The Preferred Engineer hierarchy is utilised by the system when you raise a job through the Equipment Service Schedule module.
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 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.
