Setting Up Partners

A partner is a resource (employee, customer, or vendor) who can resolve incidents or SROs. Partners can be specified as the SSR and/or as the "owner" of an incident.

Partner IDs can be linked to employee IDs, customer IDs, vendor IDs, and/or user IDs.

Use the Partners form to specify information about your company's partners:

In the header area of the Partners form, specify this information:
Partner

Specify an abbreviated version of the name of the partner.

Type
Select the category that a partner belongs to:
- Employee
- Customer
- Vendor
Ref Num

Select the partner reference number. This is the associated customer, employee, or vendor.

Ship To

Select the ship to location to associate with the partner. This field is enabled only for partners with the type Customer.

Name

Specify the name of the partner.

Active

Select this check box if the partner is currently active.

Supervisor

Select the supervisor of the partner.

Schedule Button

Click this button to launch the Service Scheduler.
On the General tab, specify this information:

Email

Specify the email address.

Warehouse

Select the warehouse that a partner may issue inventory out of while working on a SRO.

Labor Cost

Specify the hourly cost for a partner.

Hourly Rate

Specify the hourly rate of a partner for the type of work being performed.

Default Misc Code

Select the unique alphanumeric code that represents a particular type of expense that is charged to a SRO. These codes can be used to ensure that the expenses are charged to the proper general ledger account. These codes are set up on the Miscellaneous Codes form.

Default Work Code

Select the code used to represent the type of work that is being recorded to a SRO. Codes are set up and maintained on the Work Codes form.

Default Payment Type

Specify the payment type to be used by default for miscellaneous SRO transactions that are submitted from the Reseller Portal. Available selections are set up and maintained on the Payment Types form.

Department

Select the department out of which the partner works.

User

Select a User ID from the list. The list is populated from the Users form.

Reimbursement Method

Select the method to be used or the type of payment to be included for partner reimbursements. Valid options are voucher, credit memo, and other.

Reimburse Material

Select this check box to reimburse the partner for material transactions on incidents that the partner is assigned to. If this field is not selected, costing is not affected for associated transactions.

Reimburse Labor

Select this check box to reimburse the partner for labor transactions on incidents that the partner is assigned to. If this field is cleared, costing for the associated transactions is not affected.

Currency

Select a default currency code to associate with the partner. This will be used for reimbursement currency conversion.
On the Scheduling tab, specify the availability and location of this partner:
Weekly Available Hours

Specify the maximum block of time that a partner is to be scheduled for a task or tasks on any given day.

Display On Schedule Board

Select this check box to display the partner on the board within the Service Scheduling module.

Last Known Location
In the Last Known Location section of this tab:
- Click History to launch the Partner Location History form.
- Click Map Current to send the current partner location to the Map form.
- Click Map Last 24 Hours to display the GPS coordinates of the partner's location over the last 24 hours as a trail of pushpins on the Map form.
- Last Timestamp shows the date and time that the last GPS coordinates were collected.
- Latitude and Longitude show the values from the last time a coordinate was collected.
- In the GPS Polling Interval field, specify how often, in minutes, the GPS resources on the partner's mobile device will be queried for the device's current latitude and longitude.
On the Certifications tab, select any certifications acquired by the partner. (Certification codes are defined on the Certifications/Licenses form.) These certifications are matched with any required certifications for a certain item (in the Items form) to determine if a partner has the necessary qualifications to work on a SRO or on an incident involving a particular item. The description of the certification displays after you select the code.
On the Skills tab,select any skills acquired by the partner. (Skill codes are defined on the Skills form.) These skills are matched with any required skills for a certain item (in the Items form) to determine if a partner has the necessary qualifications to work on a SRO or on an incident involving a particular item. The description of the skill displays after you select the code.
On the Areas tab, specify the area in which this partner can be used. Specify the address information and the description and region:

Region

Select the region code for the partner. A region is the coverage area of a partner. These codes are maintained on the Service Regions form.

Description

Specify a description for the area.

Country, State, County, City, Postal Code

In these fields, specify or select the address information for the partner's area.: This information is used when dispatching a partner.
On the Team tab, set up partners as teams. Service scheduling uses this information to dispatch partners as a group. The system creates individual appointments for each team member as new appointments are created and assigned to the team. Specify this information:

Partner

For partner records that are set up as a team, select the partners that make up the team. Partners can be members of more than one team.

Name

The partner name is displayed.

Team

Select any team(s) to which the partner belongs. A team record is set up in the same way as a partner record using the Partners form.

Name

The partner name is displayed.

Team Substitutions Button

Click this button to launch the Partner Substitutions form, filtered for the selected partner/team record and the current system date.

Refresh Skills Button

Click this button to delete all the skills currently associated with a team and rebuild the list by adding skills currently held by any partner on the team. The new skill set is stored on the Skills tab of the team record.

Refresh Certifications Button

Click this button to launch the SRO Quote form, linked for the current SRO.
Save the record.

Click Schedules to display the Calendar Scheduling form, where you can see scheduled appointments related to service work.