Terminated / Inactive Tech Still Shows in drop down list

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sdhter
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Joined: Sat Sep 17, 2022 1:06 pm

Terminated / Inactive Tech Still Shows in drop down list

Post by sdhter »

One of our techs left on Friday and we have marked him as Inactive in the "Configurations" "Technician Setup" and made him "inactive" however he is still in the drop down list of names.
What is the fix for this issue? Do we need to make him inactive in another place to not show his name any longer?
We are unable to delete him as his name is linked to many jobs.

Thank you.
SD Heavy Truck Repair
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megoff
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Re: Terminated / Inactive Tech Still Shows in drop down list

Post by megoff »

Hi sdhter, When it comes to "inactive" for techs, that setting is to make a tech inactive for the schedule and the Time Manager features. If you are looking to have the tech removed from being selected on an order you will need to delete the tech. Even with a tech being deleted all their times and line items are preserved.

It definitely is frustrating not being able to remove a tech due to open orders, for open orders we recommend only having orders open that are act for your shop this way it keeps the WIP manageable and displays only what you're working on. If there are many open orders with the tech set as the default tech for the order you will have to change that prior to removal. Removing the tech as the default tech in Default Settings will stop adding the tech to new orders if they are the default tech.

As a temp work around you can rename the techs last name to include DNU_ (Do Not Use_) then the last name until the WIP orders are cleared out.
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