To Add a Driver

You use the Employees (EP203000) form to define an employee as a driver. You can go directly to this form, as described in the procedure below, or invoke the form from the Staff (FS205500) form by clicking Add Employee on the form toolbar and then performing Steps 2–5 of the procedure below.

To Define an Employee as a Driver

  1. Open the Employees (EP203000) form.
  2. In the Employee ID box of the Summary area, select the identifier of the employee you want to define as a driver.
  3. Check the Status box, and change it if necessary.
  4. In the Service Management section of the General Info tab, do the following:
    • Select the Staff Member in Service Management check box.
    • If you want to send emails with appointment details to this employee, select the Allow Appointment Notifications check box.
      Note: Make sure an email address is specified for the staff member on this form.
    • Optional: Click the Schedule button, and define a schedule rule for the employee.
  5. On the Skills tab, click the Add Row button, and in the new row, select one of the driver skills you have defined on the Skills (FS200600) form. Repeat this step for any other driver skills you want to add for this employee.
    Note: After you have added at least one driver skill, the system selects the Driver box on the General Info tab of the current form.
  6. Click Save.

You can also assign other skills, licenses, and service areas to the employee if necessary. After you complete these steps, you can assign this staff member to a route.