Section 4: Setup > Technicians

Browsing Technicians

Adding a New Technician

To add a new technician, click the New button. Enter technician data and click the Save button to save changes (see Editing Technicians for individual field descriptions). Click the Close/Cancel button or press the Esc key to quit without saving changes.

Editing a Technician

To edit a technician, select the technician in the browse (left side) and then either click the Edit button, press the Enter key, or double-click the technician in the browse. Enter technician data and click the Save button to save changes (see Editing Technicians for individual field descriptions). Click the Close/Cancel button or press the Esc key to quit without saving changes.

Deleting a Technician

To delete a technician, select the technician in the browse (left side) and then click the Delete button. Depending on the general defaults, you may be prompted to confirm the deletion request before proceeding (see module option “Display a Confirmation Prompt Before Deleting” under General Module Options).

Refreshing the Browse

In a multi-user environment, changes made by other users may not be immediately visible in the browse window. Click the Refresh button to refresh the record set with the most recent data changes.

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Editing Technicians