Technician Time

In Nexsyis, you can track technician time to specific folders.

Overview

If a stage is set up to be Technician Time Restricted, it can only be advanced using the Technician Time screen by the technician Assigned To that stage
If a stage is not set up to be Technician Time Restricted, it can be advanced by any user using the Stage Start and Stage Stop buttons on the Repair Plan screen
If you are using the Nexsyis Timeclock, any Start/Stop on the Technician Time screen (Stop depends on the Stage-Stop reason) will automatically clock the technician in/out of the timeclock. These reasons are set up under Setup/Production/Stage Stop Reasons. This does not apply to technician Teams. Any technicians who do work as part of a team will still need to use the regular Nexsyis timeclock for punches.
An individual technician can only be clocked in to one job at a time. A Team of technicians can be clocked into multiple jobs at once.
A stage will show in a technician's "Ready" list once all other stages prior to that stage have been marked complete
A stage will show in a technician's "Incoming Work" list if there are stages prior to that stage that have not been marked as complete
Stages can be started/stopped out of order
More than one stage on a Folder can be in progress at once. The Folder will show as being in the Repair Plan Stage with the lowest sequence #
A Folder that has a Hold with the setting "Suspend Repair Plan" cannot be advanced through the Technician Time screen until the Hold is removed
The "Expected End" Date on each stage is calculated through a custom procedure that works backwards from the Target Date. Please contact Nexsyis support to discuss the methodology you would like to use to calculate this
A Technician will not be able to complete a stage that has open QC steps.

Preparing the Folder

1. Mark the Vehicle has Arrived checkbox

2. Set the Target Date

3. Check that Customer and Insurance Authorizations are Received so that there are no Holds on the Folder

4. Review the Repair Plan

a. Select appropriate Template & Add, Remove, or Re-order Repair Stages as needed

b. Assign a Resource (individual or team, or "other" to each stage). For stages associated with labor hours, this can be done through the Labor Allocation screen.

i. Select Labor Alloc from the Folder Summary

ii. Allocate labor as normal, on the right you will see a list of Repair Stage. Check the Stages that technician/team should complete. This will Assign the Resource to those stages for Technican Time.

iii. Assign remaining stages through the Repair Plan screen

1. Click the Assign Resource button

2. For each Resource, select the checkboxes for the stages on the left, the Resource name from the list on the right, and click Save.

3. You can also indicate that a stage needs to be performed by a vendor or insurance company by selecting the "Assign Other"

Moving the Vehicle through Production Stages

Overview:

1. If a Repair Stage is set up as "Tech Time Restricted", the technician "Assigned To" the Repair Stage will need to start and stop the repair stage from the Technician Time screen. No start or stop buttons will show on the Repair Plan screen

2. Stages not set up as "Tech Time Restricted" can be started and stopped from the Repair Plan screen. This can be done by any user with permission.

Using the Technician Time Screen

This screen is for a technician (or team) to view his Assigned Work and clock in/out to Start/Stop Repair Stages. If you use Nexsyis Timeclock, any Start/Stop (Stop depends on the Stage-Stop reason) will automatically clock the technician in/out of the timeclock (this does not apply to Teams).

Screen Overview

Ready / In Progress List

This list will show:

Repair Stages the technician has been assigned to where all other repair stages prior on that Folder have been completed --or--
Repair Stages that the technician has clocked some time on

For example: this job is in the Ready list, because it is Assigned to this technician and there are no open repair stages prior:

An orange background indicates that a Folder is on Hold

Incoming Work List

This list will show:

Repair Stages the technician has been assigned to that have open stages prior to the technician's assigned work stage

For example: this job is in the Ready list, because it is Assigned to this technician but open repair stages prior to this stage exist:

Instructions for Technicians (individual resource):

1. Log in to the Technician Time screen

Select your name from the drop-down list and key in your password in the box below and click the Refresh button:

2. Start Work on a Repair Stage

To start a stage (clock into a job), click the Start button on the line of that stage:

Three things will happen:

1. If you are not currently clocked in to the timeclock, it will automatically clock you in

2. The Stop button will now show on that line

3. The Start button will disappear from any other Repair Stage lines (a single technician can only be clocked into one repair stage at once.)

3. Stop Work on a Repair Stage to Log Off, Report a Hold, or mark as Complete

Click the blue Stop button to Stop work on a repair stage. You will be prompted with a list of why you are stopping work.

Note: this list will always contain two reasons:

1. <REPORT A HOLD> : will open Holds screen for you to select Hold reason. Reporting a Hold will turn the line orange and insert a red Hold flag. For Holds with the "Suspend Repair Plan" setting, work cannot be restarted on that Folder until the Hold is removed

2. Stage Complete: will complete the stage and record the Actual End Date/Time on the Repair Plan screen. You can view this stage in the "Work History" screen until the Folder is marked as Repairs are Complete.

All other reasons are configurable by your company under Setup/Production/Stage Stop Reasons. If you use the Nexsyis Timeclock then some reasons, i.e. "Break" and "End of Day" will auto-clock you out of the timeclock.

4. Send an Internal Message

1. Select the line and click the Messaging button

2. Select your coworker from the list

3. Click the green + button to add them. Repeat for multiple recipients

4. Type your message text

5. Click Send

The message will be sent to your coworker(s) and recorded in a Folder note.

5. Resolve QC

If a stage has QC items assigned to it, these will need to be marked as "Completed" or "Not Applicable" before you are able to mark the stage as Complete.

The QC column will show you how many QC items are assigned to a stage (Completed/Total).

Double-click on the row in the QC column to launce the QC screen and complete the QC selections.