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.