CARL Source
Creating a technician
Resources > Technician > Creating a technician

Prerequisites

 

Procedure

  1. In the [Resources] module, select the [[Technician] function.
    → The list of technicians is displayed.

  2. 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].

  3. Check the "Technician" box.
    → The Team, Discipline and Time type fields become accessible.

  4. Enter a Team and a Discipline (required fields), and optionally a time type, and then save.
    → The fields are read-only.

  5. 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.