Technicians report with team participation calculated
What would be useful is similar to the "Technician work charged by Tax Date" report. A report which can accumulate each technician's work totals not just for jobs assigned just to that tech, but also for work done as the 1st or 2nd tech in a team. A simple way to explain this is that the report would have just one row per technician, with a Net Total for the tax date period.
We have some technicians who have shared work with other technicians on job items, [2 technicians were picked onto one or more Line Items on the main form] these appear as separate report rows in the current report so we have to add these rows up manually. The new report could do this for us, assigning a ratio of 50% of the net value, and work hours, to each technician involved with a team job, and of course 100% it the technician was the only one assigned.
Submitted for CustID 3162
AdminSupport Team
(Product Owner, Transactor Systems Ltd)
shared this idea
This feature will be available from v7.08 Reports\Technicians\Technicians Output Report
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One report we are considering will provide this:
[to view this report example more clearly, copy the text into your word processor and set the font to non-proportional like Courier New]
Technician work charged in period - dd/mm/yyyy-dd/mm/yyyy
Team Net Total Ratio Eligible Net
Technician ID 005, name: John
005 , 3300.50 100% 3300.50
005 , 006 2800.00 50% 1400.00
005 , 008 325.00 50% 162.50
Total Eligible Net for 005 John : 4863.00Technician ID 006, name: Jane
006 , 1300.00 100% 650.00
006 , 005 2800.00 50% 1400.00
Total Eligible Net for 006 Jane : 2050.00
etc.Note that the 50% is implied when a 2nd technician is selected onto a single line item. To achieve a different balance of work involving multiple technicians sharing a job code, this could be done by creating a Technician Team. eg. TeamB which is assigned to a Lineitem job code as appropriate. The totals given for TeamB on the technician reports can be interpreted (proportioned) according to your knowledge about the membership of that team.