How to Remove a Technician from Navigator

Removing a technician from Navigator can be done in two ways:

1. Removing from the clock screen but retaining clocking records
2. Completely removing the technician from the system and all reports (this action is irreversible).

Step 1: Remove Technician from the Clock Screen (Retain Clocking Records)

This method ensures the technician is no longer visible in the clocking screen but their records remain available for reporting purposes.

1. Navigate to Service Managers Toolkit > Update.
2. Load the technician by selecting their name or ID from the dropdown menu.
3. In the technician's record:
   • Remove the Shift and Efficiency fields by clearing the entries.
4. Click Update to save the changes.

The technician will no longer appear in the clocking screen but their historical data will still be accessible.

Step 2: Completely Remove Technician from the System

Warning: This action is permanent and will remove the technician's records from all reports.

1. Follow the same steps as above to load the technician in Service Managers Toolkit > Update.
2. Click Delete to permanently remove the technician from Navigator.
3. Confirm the deletion when prompted.

Important Notes:

• Step 1 is recommended if you want to preserve historical data for reporting and auditing purposes.
• Step 2 should only be used if the technician’s records are no longer required and permanent removal is necessary.
• Ensure you have appropriate authorisation before making these changes, as deleting records cannot be undone.