Program Description
The Service Manager’s Status Screen can be found in Service Data Entry (SD-1-3). This program provides a detailed breakdown of calls based on call type and hold statuses. It also includes the total number of calls for each technician.
Rev 14 Changes
Prior to Revision 14, if an operator had security access to the Service Manager’s Screen, they could get into Service Dispatch from the Service Manager’s Screen and from there into Service Call Entry and Service Ticket Entry. A change has been made so that the operator’s security access will be checked. If the operator does not have access to Service Dispatch (SD.1.2), the prompt will say “A’nother Branch Or M’enu” instead of “D’ispatch, A’nother Branch Or M’enu”. If Security is not activated, the program will allow the operator to access Service Dispatch.
If the operator does have access to Service Dispatch:
Example:
If you do not have access to Service Dispatch:
Rev 13 Changes
There is now the ability to view all technicians on the service manager’s screen regardless of if they have a service call or not.
There is also the ability to have the screens automatically scroll to allow viewing of all calls.
This program was also changed to print a four digit Total PM Calls on the Total Line. This was expanded from three digits.
The following fields are described below:
Include Technicians That Have No Active Calls (Y/N)
This is defined as a technician that does not have any calls assigned to them.
Enter N if only the active technicians should display. Enter Y to have all the technicians display regardless of calls. The program will use the Sales Rep/Service Technician File (BI-3-1-5) to determine if the person is a technician. Any sales rep number that does not have S in field 12 Technician Available (Y/N), Or S’ales Rep field is deemed a technician. If an individual crosses the sales rep/service technician position, enter Y in this field to have their calls display.
Results
When Y is entered, the message Not Only Active will display in the header of the screen print. On the printed version, the heading will be INCLUDE ALL TECHNICIANS.
When N is entered, the message Only Active will display in the header of the screen print. On the printed version, the heading will be INCLUDE ALL TECHNICIANS.
Enter N for next defaults at the prompt Display N’ext, Or E’nd. The next screen automatically displays after 20 seconds. When the last screen is reached, the program recalculates the technician totals and displays the first Service Manager’s Status Screen. The Print Detail Of Calls Currently Dispatched (Y/N) and Hardcopy (Y/N) prompts also default to N for no.
Results
Display N’ext, Or E’nd
N is the default and the next screen is automatically displayed after 20 seconds. Each of the Service Manager’s Status Screens is displayed for 20 seconds before the next screen is displayed. Pressing return will scroll to the next screen before the 20 seconds have passed. Each time a new screen is displayed (whether automatically or manually), the 20-second period starts over.
When the last screen is reached, it displays for 20 seconds. The program then recalculates the technician totals and displays the first Service Manager’s Status Screen. Before Revision 13, the Service Manager’s Status Screen refreshed every 60 seconds. Now, it is refreshed after the last screen is reached, which may or may not be after a 60 second period depending on the total number of Service Manager’s screens.
Rev 12 Documentation
An option has been added to the Service Manager’s Screen to allow displaying and printing of the detail for all dispatched calls. The detail includes call number, customer name, address line 1, and city. This information displays on the screen and prints on the hardcopy for each technician.
Another feature now available on the Service Manager’s Screen is the technician unavailable information. If unavailable to take service calls, an asterisk (*) appears next to the technician’s name on the screen and *Not Available* displays for that technician on the hardcopy. A technician is considered unavailable if the 12 Technician Available (Y/N) field in the Sales Rep/Service Technician File (BI 3-1-5) is equal to N for no. See page 230 of the Billing section for further instructions.
Enter Data
Print Detail Of Call Currently Dispatched (Y/N)
8/18/97 Service Managers Screen 16:29
Enter Beginning Branch, or A'll
Enter Ending Branch
Print Detail Of Calls Currently Dispatched (Y/N)
Enter Y for yes to include the dispatched call details, including call number, customer name, address line 1, and city. See the following example of the Service Manager’s Screen when Y is entered.
Enter N to not include the detail for all of the dispatched calls.
Enter Data (Cont’d)
8/18/97 Service Managers Screen 16:51
All Tech Branches Note: * Indicates Technician Is Not Available
Tech Name EM CB PM CC SH HTA H$ HP HT HD TOTAL
---- ---- -- -- -- -- -- --- -- -- -- -- -----
1*BILL TOWNER 0 0 0 0 0 0 2 3 3 1 9
2 FRANK KELLER MIA 3 2 32 0 0 0 0 1 1 0 39
53269 LA CROSSE MANAGEMENT SYS. SUITE 201 LA CROSSE
3 J. MATHERS 1 3 0 0 0 0 0 4 1 3 12
4 JON OLSON 1 0 0 0 0 0 0 0 0 0 1
6 JESSE JAMES 2 0 0 0 0 0 0 0 0 0 2
9 BETTY CROKER 1 0 0 0 0 0 0 0 0 0 1
10 BRUCE JOHNSON MIA 3 0 76 1 0 0 2 13 2 7 104
52743 SEA RAY BOAT 1300 RIVER ROAD LA CROSSE
11 JIM WESTON 3 1 0 0 0 0 0 1 0 1 6
12 JIM TROUT 1 0 0 0 0 0 1 8 0 2 12
13 JOSE CRUZ MIA 0 3 2 0 0 1 1 2 2 1 12
53199 HOME HEATING INC. ATTN: MR. TROY MAC DONALD LA CROSSE
14 CINDY JACKSON 5 2 28 0 0 1 0 15 1 2 54
15*JOE BROWN MIA 7 1 14 0 0 0 0 3 2 2 29
Display N'ext, Or E'nd: N