Create Service Engineer(s)

You can create a new service engineer by clicking the “New” on the right side of the screen. You will be presented with the following screen.

The screen is organized into various sections for streamlined navigation and data entry. Users can define the service engineer’s name and details to ensure proper tracking and execution.

Field List and Descriptions

Sr. No.	Field Name	Short Description
1	Name	Display engineer’s full name.
2	Active	Hold value either Yes or no to denote whether the engineer is active or not.
3	Engineer ID	Display engineers unique ID number.
4	DB label
5	Is contractor	Checkbox to denote whether an engineer is contract based or not.
6	Joined date	Display the date engineer has joined the organisation.
7	Hourly rate	Defines engineer’s hourly rate that is being charged by engineer.
8	Email	Displays engineer’s personal email address.
9	Phone	Display engineer’s personal phone number.
10	Country	Display country of an engineer.

Key Sections and Tabs

• Service Engineer Info Displays primary details of service engineer such as name, email, phone and address. Other attributes, including the engineer ID, hourly rate and joined date.

• Main Tabs

• Assignments: Shows list of assignments assigned to service engineer. • Related Information: Shows the other related data such as skills, holidays and training done by service engineer.

• Save/Cancel Options At the top-right corner, users can save changes or cancel edits. Options for Feeds and Attachments are also available.