How to I create a new technician on Navigator?

Modified on Thu, 20 Jun at 11:21 AM

Go to Setup and select Staff Records. (If you dont have access to this, someone on site should be able to do this for you - see manager)

On the window that displays, select New.

Enter the staff details within the Details tab and then go to the Privileges tab.

Select the required Department, in this case it would be "service" and add the branch the technician needs access to and press "add"

Then on the same tab set their password using the "change" button.

(Please note tech passwords must be numeric)


Then select the Technicians tab and enter their names within there (this is how they will appear on the clock screen)

 Ensure there is a skill added and that the shift number is a 1, then set their efficiency. (should look similar to the below)

Please note that the efficiency of the tech controls how many hours are added onto the diary.

For example if you are open 8 hours a day and the efficiency is set to 100%, 8 hours will be added to the diary.

Click Save.

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