Difference between revisions of "Workforce"

From SVContheGO Online Manual
Jump to navigation Jump to search
m
m
 
(45 intermediate revisions by the same user not shown)
Line 1: Line 1:
  
−
{| border="0" cellpadding="1" cellspacing="1" style="width: 1538px;"
+
{| border="0" cellpadding="1" cellspacing="1" style="width: 1400px;"
 
|-
 
|-
−
| colspan="2" | [[File:Servicer ccexpress.png|Requests ccexpress.png]]
+
| colspan="4" | [[File:Servicer1.jpg|Servicer1.jpg]]
 
|-
 
|-
−
|  
+
| class="navigationTitles" colspan="4" | Navigation
−
|  
 
 
|-
 
|-
−
|  
+
| colspan="4" style="width: 265px;" | To access Workforce, select the setup COG > Setup > Servicer Setup > Workforce
−
|  
 
 
|-
 
|-
−
| colspan="2" | [[File:servicerEdit_ccexpress.png]]
+
| class="navigationTitles" colspan="4" | Overview
 
|-
 
|-
−
|  
+
| colspan="4" style="width: 265px;" | Used to manager the technicians that can be assigned to jobs. 
−
|  
 
 
|-
 
|-
−
|  
+
| colspan="4" | [[File:ServicerEdit.jpg|Servicer2.jpg]]
−
|  
 
 
|-
 
|-
−
|  
+
| class="headerMainTitles" colspan="4" | Edit Fields
−
|  
 
 
|-
 
|-
−
|  
+
| colspan="4" style="width: 466px;" |  
−
|  
 
 
|-
 
|-
−
|  
+
| colspan="4" style="width: 466px;" |
−
|  
+
{| border="0" cellpadding="1" cellspacing="1" style="width: 1400px;"
 
|-
 
|-
−
|  
+
| class="fieldGrayBackgrounds" style="width: 467px;" | [[Glossary#svr_warehouse|Warehouse]]
−
|  
+
| class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#servicer_Number|Servicer No]]
 +
| class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#servicer_Number|Unassigned Servicer]]
 +
|-
 +
| class="fieldGrayBackgrounds" style="width: 467px;" | [[Glossary#svr_Name|Name]]
 +
| class="fieldGrayBackgrounds" style="width: 466px;" |  
 +
| class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#activestatus|Active]]
 +
|-
 +
| class="fieldGrayBackgrounds" style="width: 467px;" | [[Glossary#svr_Address|Address]]
 +
| class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#svr_BillingRate|Billing Rate]]
 +
| class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#svr_Mobile|Mobile]]
 +
|-
 +
| class="fieldGrayBackgrounds" style="width: 467px;" | [[Glossary#svr_Address|Address]]
 +
| class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#svr_burden|Burden]]
 +
| class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#svr_dispatchBatch|Dispatch Batch]]
 +
|-
 +
| class="fieldGrayBackgrounds" style="width: 467px;" | [[Glossary#svr_Address|Address]]
 +
| class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#svr_HrlyCost|Hourly Cost]]
 +
| class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#svr_userList|User List]]
 +
|-
 +
| class="fieldGrayBackgrounds" style="width: 467px;" | [[Glossary#svr_city|City]]
 +
| class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#servicer_employee|Employee No]]
 +
| class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#svr_userMapPin|User Map Pin]]
 +
|}
 +
 
 +
{| border="0" cellpadding="1" cellspacing="1" style="width: 1400px;"
 +
|-
 +
| class="fieldGrayBackgrounds" style="width: 233px;" | [[Glossary#svr_State|State]]
 +
| class="fieldGrayBackgrounds" style="width: 233px;" | [[Glossary#svr_Zip|Zip]]
 +
| class="fieldGrayBackgrounds" style="width: 467px;" | [[Glossary#svr_Email|Email]]
 +
| class="fieldGrayBackgrounds" style="width: 467px;" | [[Glossary#svr_tomtom|Tom Tom ID]]
 
|}
 
|}
  
 +
{| border="0" cellpadding="1" cellspacing="1" style="width: 1400px;"
 +
|-
 +
| class="fieldGrayBackgrounds" style="width: 467px;" | [[Glossary#svr_country|Country]]
 +
| class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#svr_phone|Phone]]
 +
| class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#svr_estDate|Est Date]]
 +
|}
 +
 +
|-
 +
| colspan="2" style="width: 466px;" |  
 +
| style="width: 467px;" |  
 +
| style="width: 467px;" |  
 +
|-
 +
| class="headerMainTitles" colspan="4" | Qualifications Tab
 +
|-
 +
| colspan="4" style="width: 466px;" | [[File:Servicer Qual.jpg|Servicer_Qual.jpg]]
 +
|-
 +
| class="navigationTitles" colspan="4" | Overview
 +
|-
 +
| colspan="4" style="width: 265px;" | The Qualifications tab provides a list of the technician's qualifications by type as well as the ability to remove a qualification. To add a new qualification, use the More drop-down list and select the Manage option. This action opens the Qualification Management feature where users can add or remove qualifications by servicer or type.
 +
|-
 +
| colspan="2" style="width: 466px;" |  
 +
| style="width: 467px;" |  
 +
| style="width: 467px;" |  
 +
|-
 +
| class="headerMainTitles" colspan="4" | Notes Tab
 +
|-
 +
| colspan="4" style="width: 466px;" | [[File:ServicerNotes.jpg|ServicerNotes.jpg]]
 +
|-
 +
| class="navigationTitles" colspan="4" | Overview
 +
|-
 +
| colspan="4" style="width: 265px;" | The Notes tab is used to manage servicer notes.  The More drop-list provides a link to the Notes Management form.
 +
|-
 +
| colspan="2" style="width: 466px;" |  
 +
| style="width: 467px;" |  
 +
| style="width: 467px;" |  
 +
 
 +
 +
|-
 +
| class="headerMainTitles" colspan="4" | Documents Tab
 +
|-
 +
| colspan="4" style="width: 466px;" | [[File:ServicerDocs.jpg|ServicerDocs.jpg]]
 +
|-
 +
| class="navigationTitles" colspan="4" | Overview
 +
|-
 +
| colspan="4" style="width: 265px;" | The Document tab provides a list of documents uploaded for the servicer.  The More drop-list provides a link to upload additional documents for the servicer.
 +
|-
 +
| colspan="2" style="width: 466px;" |  
 +
| style="width: 467px;" |  
 +
| style="width: 467px;" |  
 
 
 
 
 +
 +
|-
 +
| class="headerMainTitles" colspan="4" | Jobs Tab
 +
|-
 +
| colspan="4" style="width: 466px;" | [[File:ServicerJobs.jpg|Servicer_Qual.jpg]]
 +
|-
 +
| class="navigationTitles" colspan="4" | Overview
 +
|-
 +
| colspan="4" style="width: 265px;" | The Jobs tab provides a list of jobs where the servicer has a dispatch record.  It can be filtered based on several filter options, including date.
 +
|-
 +
| colspan="2" style="width: 466px;" |  
 +
| style="width: 467px;" |  
 +
| style="width: 467px;" |  
 +
|-
 +
| class="headerMainTitles" colspan="4" | Dispatch Cards Tab
 +
|-
 +
| colspan="4" style="width: 466px;" | [[File:ServicerDispatch.jpg|Servicer_Qual.jpg]]
 +
|-
 +
| class="navigationTitles" colspan="4" | Overview
 +
|-
 +
| colspan="4" style="width: 265px;" | The Dispatch Cards tab provides a list of dispatch cards to which servicer is assigned.  It can be filtered based on date.
 +
|-
 +
| colspan="2" style="width: 466px;" |  
 +
| style="width: 467px;" |  
 +
| style="width: 467px;" |  
 +
|-
 +
| class="headerMainTitles" colspan="4" | Transactions Tab
 +
|-
 +
| colspan="4" style="width: 466px;" | [[File:ServicerTrans.jpg|Servicer_Qual.jpg]]
 +
|-
 +
| class="navigationTitles" colspan="4" | Overview
 +
|-
 +
| colspan="4" style="width: 265px;" | The Transactions tab provides a list of transactions to which servicer is assigned.  It can be filtered based on date.
 +
|-
 +
| colspan="2" style="width: 466px;" |  
 +
| style="width: 467px;" |  
 +
| style="width: 467px;" |  
 +
|-
 +
| class="headerMainTitles" colspan="4" | Tech Image Tab
 +
|-
 +
| colspan="4" style="width: 466px;" | [[File:ServicerTechImage.jpg|ServicerTechImage.jpg]]
 +
|-
 +
| class="navigationTitles" colspan="4" | Overview
 +
|-
 +
| colspan="4" style="width: 265px;" | The Tech Image tab displays an image of the servicer, if one has been uploaded.
 +
|-
 +
| colspan="2" style="width: 466px;" |  
 +
| style="width: 467px;" |  
 +
| style="width: 467px;" |  
 +
|-
 +
| class="headerMainTitles" colspan="4" | Subcontractor Tab
 +
|-
 +
| colspan="4" style="width: 466px;" | [[File:ServicerSubcontractor.jpg|ServicerSubcontractor.jpg]]
 +
|-
 +
| class="navigationTitles" colspan="4" | Overview
 +
|-
 +
| colspan="4" style="width: 265px;" | The Subcontractor tab is used to store information related to the servicer when they are a subcontractor. 
 +
|-
 +
| colspan="2" style="width: 466px;" |  
 +
| style="width: 467px;" |  
 +
| style="width: 467px;" |  
 +
|-
 +
| class="fieldGrayBackgrounds" style="width: 350px;" | [[Glossary#servicer_subcontractor|Subcontractor]]
 +
| class="fieldGrayBackgrounds" style="width: 467px;" | [[Glossary#svr_Vendor|Vendor]]
 +
| class="fieldGrayBackgrounds" style="width: 467px;" | [[Glossary#svr_terms|Terms]]
 +
| class="fieldGrayBackgrounds" style="width: 467px;" | [[Glossary#svr_PORequired|PO Required]]
 +
|-
 +
| class="fieldGrayBackgrounds" style="width: 467px;" | [[Glossary#svr_InsCert|Ins certificate on file]]
 +
| class="fieldGrayBackgrounds" style="width: 467px;" | [[Glossary#svr_certFile|Cert File]]
 +
| class="fieldGrayBackgrounds" style="width: 467px;" |  
 +
| class="fieldGrayBackgrounds" style="width: 467px;" |  
 +
|-
 +
| colspan="2" style="width: 466px;" | [[Setting_Up_SVCONTHEGO|Back to Setting Up SVCONTHEGO]]
 +
| style="width: 467px;" |  
 +
| style="width: 467px;" |  
 +
|}

Latest revision as of 11:56, 13 January 2025

Servicer1.jpg
Navigation
To access Workforce, select the setup COG > Setup > Servicer Setup > Workforce
Overview
Used to manager the technicians that can be assigned to jobs. 
Servicer2.jpg
Edit Fields
 
Warehouse Servicer No Unassigned Servicer
Name   Active
Address Billing Rate Mobile
Address Burden Dispatch Batch
Address Hourly Cost User List
City Employee No User Map Pin
State Zip Email Tom Tom ID
Country Phone Est Date
     
Qualifications Tab
Servicer_Qual.jpg
Overview
The Qualifications tab provides a list of the technician's qualifications by type as well as the ability to remove a qualification. To add a new qualification, use the More drop-down list and select the Manage option. This action opens the Qualification Management feature where users can add or remove qualifications by servicer or type.
     
Notes Tab
ServicerNotes.jpg
Overview
The Notes tab is used to manage servicer notes.  The More drop-list provides a link to the Notes Management form.
     

 

Documents Tab
ServicerDocs.jpg
Overview
The Document tab provides a list of documents uploaded for the servicer.  The More drop-list provides a link to upload additional documents for the servicer.
     

 

Jobs Tab
Servicer_Qual.jpg
Overview
The Jobs tab provides a list of jobs where the servicer has a dispatch record.  It can be filtered based on several filter options, including date.
     
Dispatch Cards Tab
Servicer_Qual.jpg
Overview
The Dispatch Cards tab provides a list of dispatch cards to which servicer is assigned.  It can be filtered based on date.
     
Transactions Tab
Servicer_Qual.jpg
Overview
The Transactions tab provides a list of transactions to which servicer is assigned.  It can be filtered based on date.
     
Tech Image Tab
ServicerTechImage.jpg
Overview
The Tech Image tab displays an image of the servicer, if one has been uploaded.
     
Subcontractor Tab
ServicerSubcontractor.jpg
Overview
The Subcontractor tab is used to store information related to the servicer when they are a subcontractor. 
     
Subcontractor Vendor Terms PO Required
Ins certificate on file Cert File    
Back to Setting Up SVCONTHEGO    
Retrieved from "https://svconthego.net/index.php?title=Workforce&oldid=3716"