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Set up a Mobile Field Service (MFS) Technician
Set up a Mobile Field Service (MFS) Technician
Issue/Symptom/Question
How do I set up a Mobile Field Service (MFS) Technician?
How to setup MFS User in Define Users?
Applies To
Mobile Field Service Application
Payroll>Employees>Employee Payroll Information
System Management>Security>Define Users
Resolution/Fix/Answer
Step 1: Create a PENTA Employee Id for the Service Technician (Payroll>Employees>Employee Payroll Information)
Requirements:
- Open the ‘Employee Roles’ window and mark the employee as a Service Technician
- On the Miscellaneous tab, link the Employee to a PENTA user id (after the PENTA user Id has been setup for this employee)
Step 2: Create a PENTA User Id for the Service Technician (System Management>Security>Define Users)
Requirements:
- Assign the user to the ‘Service – Mobile Field Service’ security group (or any security group that grants the technician access to the mobile application)
- Link the Employee Id created above to the PENTA User Id for this technician
- Click on the Mobile tab
- Enter ‘Y’ in the Mobile Field Service User (Y/N) field
- Enter the technician’s warehouse and make it the default warehouse.
- Optionally enter additional warehouses this technician has access to
- If this technician has access to charge Fixed Assets to Work Orders on the Mobile Device, enter the authorized OUs for this purpose.
, multiple selections available,
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