Mark someone out

Say who's out and when

1. Open the form: click Time off on the Calendar, the calendar icon next to a technician under Today by technician on the Dispatcher home, or Mark someone out on the Work Schedule page.
2. Under Who's out, pick the technician.
3. Set the First day and the Last day. For a single day, leave them the same.
4. Under Why, click Sick, Vacation or Personal, or type your own reason. You can leave it empty.
5. Look at Their jobs then. It lists every job they still have on those days.

• From the Calendar, the form starts on the day you're looking at. From the Dispatcher home it starts with that person, today. From Work Schedule it starts today.
• You can mark up to 60 days at a time. For longer, mark it in parts.
• Only dispatchers and owners see these buttons.

Hand their jobs on

1. Each job they're the technician on has its own list. Leave it on Leave unassigned to sort it out later.
2. Or pick another technician. People who are free then are at the top; the rest say why, for example "busy 9:00–11:00".
3. Or pick Keep with and their name to leave the job with them.
4. On jobs where they're only helping, leave Take them off the crew ticked to remove them, or untick it to keep them on.
5. Click Mark out. The button counts the jobs they lead then, for example "Mark out · 2 jobs".

• You'll see "Marked out" and what happened, for example "Kyle Foster · Mon, Oct 5 – Tue, Oct 6. 1 job moved."
• A job left unassigned shows under Needs a technician on the Dispatcher home, ready to give to someone.
• If they're already marked out on any of those days, you're told, and nothing is saved.

What changes while they're out

1. On the Dispatcher home their row reads "Out today", with the reason if you gave one.
2. They aren't offered as free for jobs that need a technician.
3. On the Calendar their row is shaded amber on the days they're out, in every view.
4. In the job form, picking them for one of those days warns "… is out that day (Sick)." You can still save it.

Remove time off

1. Open Work Schedule under Setup in the menu.
2. The Time off card lists everyone marked out from today on, soonest first.
3. Click Remove next to the time off, then Remove again to confirm.

• Jobs you already handed on stay where they are. Move them back on the Calendar if you need to.