Amy: Created page with "If you have customers that require technicians that have specific certifications such as background checks, specific tests passed, carrying insurance or more, you can use Complia..."

2011-11-19T01:06:48Z

Created page with "If you have customers that require technicians that have specific certifications such as background checks, specific tests passed, carrying insurance or more, you can use Complia..."

New page

If you have customers that require technicians that have specific certifications such as background checks, specific tests passed, carrying insurance or more, you can use Compliance Codes and Certifications in SME.

 Step 1 - Create Certifications
 Step 2 - Assign Certifications to techs and subcontractors
 Step 3 - Create Compliance codes
 Step 4 - Assign Compliance codes to Customers
 Step 5 - Turn on Compliance Checking in Setup Module.

== Create Certifications ==

 1. Go to '''Setup''' module > '''Company''' > '''Lists'''
 2.Select '''Certification'''
 3.Click '''New''' in the bottom right corner.
 4.In the Certification window, enter a '''Name''' for the certification. You will be adding these certifications to the technician’s it applies to.

 [[File:CertificationsWindow.png]]

 5. Click '''OK'''.

 If the certification only applies to a specific type of service, you can move the service code from the left side of the Certification window to the right.
 [[File:CertificationsWindow_Codes.png]]

== Assign Certification to Technicians ==

 1. Go to Setup module > Users
 2. Select a Technician’s record and click the Certification tab.
 3. Click New.
 4. In the Tech Certification window, select the certification the technician passed, check Passed, assign a start date and expire date. Click OK.

 If the certification doesn’t have an expiration, but a date 100 years out in the future.

 [[File:AssignCertificationToTech.png]]

== Assign Certification to Subcontractors ==

 If you are using your subcontractors as technicians, you can use compliance codes to check your sub’s certification when you schedule labor for them.

 1. Go to '''Inventory''' > '''Vendor'''
 1. Select a subcontractor
 1. Click the '''Certification''' tab
 1. Click '''New.'''
 1. In the Tech Certification window, select the certification the sub passed, check '''Passed''', assign a '''start date''' and '''expire date'''. Click '''OK'''.

 If the certification doesn’t have an expiration, but a date 100 years out in the future.

== Setup Compliance Codes ==

1. Go to '''Setup''' module > '''Lists'''
 2. Select '''Compliance Codes'''
 3. Click''' New''' in lower right corner.
 4. In the Certifications window, enter a name for the Compliance Code.
 5. Move the certifications required for the compliance code from the left to the right. You will be assigning the Compliance codes to your customers. When you schedule labor on orders for customers with a compliance code, SME will check to see if the technician meets the certifications required for the compliance code.
 6. Click '''OK'''.

 [[File:CreateComplianceCode.png]]

== Assign Compliance Code Customer Records ==

 1. Go to Customer record.
 2. Click the Account tab.
 3. Locate the Compliance Code and select the code required by the customer.
 4. Click Save.

 [[File:AssignComplianceToCustomer.png]]

== Turn on Compliance Checking ==

1. Go to''' Setup''' module > '''Company''' > '''Order''' section.
 2. Click '''Edit'''.
 3. Check the '''Enforce Tech Compliance''' field.
 4. Optional to check the '''Require Tech Compliance'''. If this is unchecked, you will be warned that the tech you are trying to schedule isn’t compliant but you can schedule anyway. If this is checked, you will not be able to schedule the tech that isn’t compliant.
 5. Click '''Save'''.

 [[File:TurnOnComplianceChecking.png]]

Tech Compliance - Revision history

Amy: Created page with "If you have customers that require technicians that have specific certifications such as background checks, specific tests passed, carrying insurance or more, you can use Complia..."