Adding a Field Worker

Creating a Field Worker

Open the Field Worker Management screen by clicking Admin Field Workers Field Worker Register.
Select the Add Field Worker button at the top right
Fill in the Field Worker Details; see below for descriptions
Fill in any Field Worker Attributes

Note: A work assignment must be selected before attributes will become available

Attribute types can be added or removed from the Field Worker Attribute management screen
Add any Field Worker Abilities
Select Save Details

Field Worker Detail	Description
First Name Surname Company ABN Mobile Fax Email Address Preferred Contact Address Suburb State Postcode	Field worker information & contact details
Field Worker Type	The Field Workers’ relationship Either they’re a contractor or employee of the firm.
Field Worker Group	A Field Worker group which is used, for example, in RCTI invoices to filter payment rates.
Agent	The Field Worker’s agent
Status	A method preventing Field Workers from accessing new appointments or saving changes to existing appointments.
GST Applicable	Whether GST applies to the Field Worker Will include or exclude GST from Field Worker invoices
Field Worker Area	A description of the Field Worker’s area, either metro or rural
Work Assignment	The Field Worker’s current work assignment(s)
Restrict Work Types	Work types that the Field Worker can perform If left blank, all work types will be available
Logo	The Field Worker’s logo