Changed Technician's Position and Not All Days Updated

When changing a technician's position there are a few things to consider within the schedule to make sure that there are no issues.

When making changes to the schedule in any form there is a backend tag that gets added to techs or jobs called "Modified". This tag prevents future changes to the schedule by any automatic processes that happen at midnight.

Examples of these

  • Moving a tech from one team to another

  • Changing a techs start/end time

  • Changing their position

  • Manually adding them to the schedule

  • Removing them from the schedule and then adding them

  • etc..

Please Note : Once you change the trainee to a team member you may need to also manually change their position on the Employee Schedule for the remainder of the week or any days that had a manual change.

Example: You change the trainee to a team member on a Tuesday. You may also have to manually go in and change them to team member through Friday.

When changing a trainee to a team member please follow the below workflow to make sure that there are no further issues

  • Go the Employee > Schedule

  • Find the trainee and double-click on the orange bar

  • Change the position to team member

  • Do this for the rest of the week. The following week or all days that do not have the "modified" tag, should automatically update during the midnight automation processes