Editing TechPortal for SME

TechPortal for SME is a web-based application providing your technicians with the ability to access and update their work orders in the field. Technicians can access open orders assigned to them, create new orders, and access unassigned work orders.

To learn about the TechPortal, you can either read this guide or view the video below. 

{{#ev:youtube| SPtgr6dP0F8 }}

== Assign User Name and Password for Techs ==

For a tech to sign in to TechPortal, they will need their email address
#       Open SME and log in.
#       Go to the '''Setup''' module > '''Users'''.
#       Click '''Search''' > '''Search Active Users''' and select the technician you want to provide TechPortal access to.
#       On the Details and Settings tab, enter your technician’s email address in the '''Email''' field. This is the technicians SME TechPortal Username.
#       Enter an''' Employee ID''' for the technician. When your technician enters services performed on an order, the note will be time and date stamped. In the time and date stamp line you will also see the Employee ID.
#       On the Technician Settings tab, enter a TechPortal password for your tech in the '''Web Access Password''' field.

[[File:WebAccessPass.jpg]]

6.       Click '''Save'''

<span style="color: rgb(255, 102, 0);">'''Log In'''</span>

Provide your technician with your TechPortal link, email address and password assigned. The email address is their '''User Name'''. Web Access Password is their '''Password'''.

[[File:Login.jpg]]

== TechPortal Setup Options ==
TechPortal for SME has a few setup options that can be configured by High 5 Software to meet your company's needs:
*  Show Costs:  Show or hide costs for parts and services.
*  Show Prices:  Show or hide prices for parts and services
*  Zero Bill: For labor time, this will either set the billing quantity to zero, or set the billing quantity equal to the scheduled quantity.  This option is equivalent to the check box in SME labor called "Equal Billable"<br>
For more information, see [[TechPortal Settings]]

== Orders Page ==

[[File:OrdersPage.jpg]]

<span style="line-height: 115%; font-size: 22pt;">1&nbsp;</span> 
<br>'''Home''' – Click to go back to the Orders tab
<br>'''Clock In/Out''' – Click to clock in and clock out. The tech’s clock in and out time is logged in the '''Setup''' module > '''User''' > '''Log''' tab.
<br>'''Calendar''' – The calendar will display all of the jobs scheduled for the technician.
<br>'''Settings''' - Allows user to check if they are a 'dispatcher'. This is used for Automated Workflow emails.
<br>'''Log Out''' – Click to log out of TechPortal.
  
<span style="line-height: 115%; font-size: 22pt;">2 </span>
<br>'''Orders''' – This tab shows all orders and the user can filter the orders on the tab by My Orders, Unassigned Orders, All Orders, or Closed Orders. 
<br>'''Service''' - This tab will only show service orders. Use the same filters available on the Orders tab.
<br>'''Install''' - This tab only shows install orders. Use the same filters available on the Orders tab.
<br>'''Issues''' - This tab lists Issue records from the SME Help Desk module. Filter issues by My Issues, Unassigned Issues, All Issues, or Closed Issues.
<br>'''Parts''' - Use this tab to transfer stock from one warehouse to another. A Transfer record will be created in SME Inventory module to record the transfer.

== Viewing Orders ==

On the '''Orders''' tab, you can filter orders, sort orders, search for keywords, and choose how many orders show on each page.
[[File:TechPortal_Show.png]]

<p><b><span style="font-size: 18pt;">1</span></b> – My Orders –Choose to show orders that are My Orders, Unassigned Orders, All Orders, or Closed Orders. Choose New Orders to create a new order.</p>
<p><b><span style="font-size: 18pt;">2</span></b> – Show – choose how many orders to display per page. It defaults to show 50.</p>

<div style="margin: 0in 0in 0pt;"><b><span style="font-size: 20pt;">3</span></b>– Search – enter a key word and your orders will be filtered</div>

Click on the column headers to sort the orders.

Double click on an order to open.

== Editing Orders ==

Technicians can select an open order to view and edit. Any changes made in the order in the TechPortal automatically update SME back at the office.

[[File:SelectOrder.jpg]]

<h3>Start Timer, Exit, Close buttons</h3>
When you open an order, you will see three buttons at the top - Start Timer, Exit, and Close Order (image below).
<br>[[File:TechPortal_TimerExitClose.png]]

<br>'''Start Timer''' - the timer on the order calculates the time between clicking start and end timer and adds a labor item to the order with the timed amount in the scheduled quantity field, illustrated in the image below.

<br>[[File:TechPortal_OrderTimer.png]]

<br>'''Void''' - Click to void the order
<br>'''Close Order''' - Click to change the order from 'Open' to 'Closed'

<h3>Order Buttons </h3>

[[File:TechPortal_OrderButtons.png]]

'''Messages''' - Click to view and add journal notes to the order.
<br>'''Site Notes''' -Click Site Notes to view notes entered in SME. Site Notes are read only and are entered in the customer record in SME.
<br>'''Signature''' - Click Signature to collect your customer signature.
<br>'''Email''' -Click Email to email the order summary to your customer or back to the office. There is also a pdf summary of the order attached to the email. The technician's email will need to be setup in SME for this feature to work.


<h3> View and Add Services Requested and Performed </h3>

Locate the Services Requested and Services Performed sections. Read the services requested as shown in the image below. To update Services Performed, type in the box under the Services Performed section and click '''OK'''. 

[[File:TechPortal_RequestedPerformed.png]] 


<h3>Add Time </h3>
To add labor time to an order, locate the Time section and click '''Add''' shown in image below.

[[File:TechPortal_AddTime.png]]

<br>In the Add Time window, select the service item in the '''Service''' field and enter a Scheduled Quantity in the '''Sch Hours''' field. You can also edit the '''Date''', '''Start Time,''' '''Cost''' (if visible), and''' Price''' (if visible). Cost and Price may be hidden based on your TechPortal settings. Click '''OK''' and labor item will be added to the order in SME.


<h3>Add Parts</h3>

Technicians can add parts (material) to open orders. The material added in TechPortal is added to SME back at the office.
<br>[[File:ShowOnTechPortal.png]]

<br>1. Click '''Add'''
<br>2. In the Add Parts window enter the quantity (Qty) and select the Item. You can edit the cost and price field if it is visible. Cost or price may be hidden from view depending on your TechPortal settings.
<br>3. Click OK and the material is added to the order in SME back at the office.
<br>[[File:TechPortal_AddParts.png]]

 
 
'''Remove parts from an order'''
<br>Material on an order can be deleted in TechPortal.
<br>1. Check in the Delete column the material you want to remove from the order. (image below)
<br>2. Click OK in the confirmation window and the material is removed.
[[File:TechPortal_DeleteMaterial.png]]


'''Edit parts on the order'''
<br>You can edit the material on the order to change the quantity, description, price, and cost, or even change the item.
<br>1. Double click on the material.
<br>2. In the Edit Parts window, make changes to the material and click '''OK'''. Changes are saved in SME back at the office.


'''Allocating Stock for material added in TechPortal'''
<br>If you are creating a warehouse in SME for your technician's truck, you can assign that warehouse as your technician's default warehouse. That way, when you tech adds stock from TechPortal, SME will allocate stock from your technician's default warehouse, rather than the item's default warehouse. 
<br>To set a default warehouse for your technician:
<br>1. Go to '''Setup''' module > '''Users'''
<br>2. Click '''Search''' > '''Search Active Users''' and select the technician.
<br>3. Click the '''Technician Settings''' tab. Locate the '''Warehouse''' field and select the warehouse you use for your technician's truck. (image below)

<br>[[File:TechPortal_TechWarehouse.png]]

<h3>Add Services</h3>
Technicians can add service items to orders. Service items added in TechPortal immediately update SME at the office.
<br>1. Click '''Add''' under the service section in TechPortal
<br>2. In Services window, enter a quantity, select a service item and click OK.
<br>Users can edit the description, cost (if visible) and price (if visible) fields. If the cost or price isn't visible, they are hidden based on your TechPortal settings.
<br>[[File:TechPortal_AddServiceITem.png]]

<br>Service items on an order can be deleted in TechPortal.
<br>1. Check in the Delete column the service item you want to remove from the order. (image below)
<br>2. Click OK in the confirmation window and the service item is removed.
<br>[[File:TechPortal_DeleteServiceItem.png]]

'''Edit service items on the order'''
<br>You can edit the service items on the order to change the quantity, description, price, and cost, or even change the item.
<br>1. Double click on the service item.
<br>2. In the Edit Parts window, make changes to the material and click '''OK'''. Changes are saved in SME back at the office.

<h3>Collecting Signature</h3>
Click Signature and the signature window will open. If you are viewing TechPortal on a laptop, use your mouse to write your signature. If you are using a touch screen device, use your finger to write your signature.
[[File:TEchPortal_SignatureButton.png]]

Click '''Clear''' to clear out the signature and sign again.
Click '''OK''' and the signature is saved in SME.


'''View Signature in SME'''

To see the signature in SME, go to the Work Requested tab and click Signature. (image below)


[[File:signatureOnWorkRequested.jpg]]

<h3>Create a report that shows signature</h3>

If you want to print or email a service order report that shows the signature captured in TechPortal, you can follow these instructions to create the report:


[[File:ServiceOrderWithSign.jpg]]

#       Go to '''Reports''' module > '''Customize Reports'''.
#       Click '''Search''' > '''Search Standard Reports'''.
#       Search for '''Standard Order Ticket''' – '''Order Items''' and select.
#       Click '''Duplicate Report'''.
#       Enter a new name in the '''Short Name''' and '''Title''' fields.
#       Click '''Report Designer'''.
#        Click '''Files''' > '''Save As'''.
#       In the Save As window, enter a new file name in the File name field. At the end of the name, type .rtm.

[[File:RenameFileName.jpg]]

<br>9.    Click '''Save'''.
<br>10.  Close the '''Report Builder''' window.
<br>11.    Click [[File:BrowseForFile.jpg]] next to the Filename field

[[File:BrowseForSavedFile.jpg]]


<br>12.     In the Open window that opens, select the file you saved in step 8 above. Click '''Open'''.

[[File:SelectSavedFile.jpg]]

<br>13.   Click '''Save'''.
<br>14.   Click '''Report Designer'''.
<br>15.       In Report Builder, click the DBImage icon ( [[File:DBImageIcon.jpg]])at the top (circled in image below)

[[File:DBImageIconInToolbar.jpg]]

<br>16.       Click your cursor in the report where you want the signature image to be. Expand the box
<br>17.       Select the DBImage (as shown in image below)

[[File:DBImage_selected.jpg]]

<br>18.   Select PngSignature in the field circled in the image below.

[[File:PngSignature.jpg]]

<br>19.   Locate the Data section on the left. (image below)
 
[[File:GraphicType.jpg]]

<br>20.   In the '''GraphicType''' drop down, select '''JPG'''.
<br>21.   Uncheck '''ParentDataPipeline'''.
<br>22.   Click '''File''' > '''Save'''.
<br>23.   Close the Report Designer.

Now you can go to a service order, click Print/Email and print out the customized report.

== Add New Orders ==

TechPortal provides technicians in the field with the ability to add new orders. New orders added here will be saved immediately to SME back at the office.

1.       Click '''Orders''' to go to the order list in TechPortal.
<br>2.       Click '''Add Order'''.

[[File:AddOrderbutton.jpg]]

<br>3.       Fill out the order information

[[File:OrderSummary.jpg]]

*a.       '''Customer:''' use the drop down list to select the customer name.
*b.      '''Order Type:''' select if the order is an install order or service order.
*c.       '''Ref Number:''' enter a reference number. Not a required field.
*d.      '''Due Date:''' select a date and time the order is due. Not a required field.
*e.      '''Status:''' select an order status. This drop down list is customized by your SME Administrator in the SME Setup module.
*f.        '''Code:''' enter the service code, if applicable
*g.       '''SLA:''' type the service level agreement, if applicable.
*h.      '''Contact:''' select the contact for the order. The drop down will list all contacts for the company.
*i.         '''Summary:''' enter the order summary. Not a required field.
<br>4.       Click '''Add Order''' and the order is added to SME back at the office.
<br>5.       Continue adding order details as needed by clicking '''Edit''' next to Services Requested, Services Performed, Time, Parts, and Services.


== Issues Tab ==
The Issues tab will show issues in the Help Desk module in SME. Use the drop down in the image below to choose which filtered view you want to see. If you don't see all these options, your administrator reduced down the drop down options.

<br>[[File:IssuesTab_FilterOptions.png]]
<br>'''My Issues''' - Shows the issues assigned to the tech logged in to TechPortal
<br>'''New Issue''' - Brings you to another window to enter a new issue
<br>'''Unassigned Issues''' - Shows all issues with nobody in the "Assigned To" field
<br>'''All Issues''' - This view shows all issues including issues that are assigned, unassigned, closed, and open.
<br>'''Closed Issues''' - This view shows all issues that are closed

<br>You can also click '''New Issue''' to enter a new issue which will be saved in SME and also display in TechPortal.


== Custom Fields ==
If you've created custom fields for service or install orders and you want your techs to have access to see and update those fields, make sure you check "Show in TP" in the Custom Table Designer for those fields. Once checked, the tab the fields are on will show in TechPortal and all the fields with that checked will show on the tab.
<br>[[File:CustomTabsInTP.png]]

<br> If you create a custom tab in service orders called “Tech”, all the fields on that tab with “Show in TP” checked will show on the detail tab circled in image below.
<br>[[File:TechCustomField.png]]


== Timesheet Report ==
[[File:TechPortal_TimesheetReport.png]]
<br>This timesheet report shows you the scheduled labor hours for your tech for a time period. This is not using the clock in/out, but the scheduled labor for that tech.
<br>[[File:TimesheetReport_Sample.png]]