Workforce

Navigation

To access Workforce, select the setup COG > Setup > Servicer Setup > Workforce

Overview

Used to manager the technicians that can be assigned to jobs.

Edit Fields

Subcontractor

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
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
Overview
The Notes tab is used to manage servicer notes.  The More drop-list provides a link to the Notes Management form.
Documents Tab
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
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
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
Overview
The Transactions tab provides a list of transactions to which servicer is assigned.  It can be filtered based on date.
Tech Image Tab
Overview
The Tech Image tab displays an image of the servicer, if one has been uploaded.
Subcontractor Tab
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	Img File
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