Prerequisites
- Preferably: to have created the agent to which the technician corresponds.
- To have at least one time type and one calendar availability.
Procedure
- In the [Resources] module, select the [[Technician] function.
→ The list of technicians is displayed.
- Click on the add icon
(also accessible from the result or detail form).
→ The technician detail form is displayed in creation mode. See Technician [General].
- Check the "Technician" box.
→ The Team, Discipline and Time type fields become accessible.
- Enter a Team and a Discipline (required fields), and optionally a time type, and then save.
→ The fields are read-only.
- Click on the CODE link for the new technician,
→ The technician detail form is displayed. The shared attributes are retrieved automatically.
You can also create a technician directly from the detail form for a User or Agent.