Adding employee

The Add employee form provides the functionality to add or remove employees from a Servicing WO or Operation. 

IMPORTANT Employee than can see only servicing work orders that ware assigned to him. Each Servicing WO or Operation must always have at least one employee assigned.

Hint For more information on the Field Service Granule, see the chapter PANTHEON Granules in the technical guide.

Case summary Gary Service, a servis employee at Tecta Ltd., wants to assign employees to servicing work orders. When he is logged in, he adds employees to each servicing work order that they will work on. Employee than can see only servicing work orders that ware assigned to him. This is done as Follows: Opening Add employee form Selecting employees Confirming selected employees

1. Opening Add employee form

After logging in to PANTHEON Field Service Granule, the person responsible choses Servicing WO to which they want to add employees. He can add them on the servicing WO card, or on operation card in the Operation tab of the servicing WO, by clicking on the button.

The Add employee form will appear.

2. Selecting employees

To select employees for the servicing work order, the he clicks on the employee in the list.

The selected employee’s color in the list will change to match the theme color.

3. Confirming selected employees 

By clicking Confirmation button, the selected employees are added to the servicing work order or operation in the service work order. 

This will be reflected on the servicing WO card and on the map, or operation card.