Technician Qualifications

Qualifications can be used to prevent assigning jobs to technicians who are not qualified to do the job. For example, if technicians require a gas or refrigeration ticket in your area, then you could set up gas/refrigeration qualifications to ensure someone who doesn’t have their ticket doesn’t have the job assigned to them.

System Maintenance

The first step is to create the qualifications in System Maintenance > Tables > Qualifications. You’ll need to think about the various things that some technicians are not able to do and then come up with your list from there.

Each qualification has a code, description, and a shape. The shape is used on the various maps in EPASS so you can easily identify that a job has a certain qualification.

After creating your qualifications, you can then assign them to brands and/or products. By assigning them to brands/products, the qualification will automatically be used on an invoice where you are servicing an appliance of that brand/product. If the brand and product each have their own qualification, then both will be used on the invoice.

Assigning Qualifications to a Brand

Assigning Qualifications to a Product Category

Now, to make sure these jobs are not assigned to a technician who is not qualified, you need to edit the route record for each technician and set up what they are NOT qualified for.

Invoicing and Routing/Mapping

When you create an invoice with either a brand or product category that has qualifications tied to it, the invoice will automatically have those qualifications, as seen below. You can also manually add qualifications by clicking the small add button or remove them by clicking the small delete button.

Once everything is set up, if you try to assign a job to a technician and they are not qualified for it, the system will not allow the job to be assigned to them. This happens whether you are in add or edit of an invoice, or in any of the routing screens (Routing, Route Board, Mapping).