Successware allows for the assignment of an apprentice to a mentor. The creation of this relationship allows you to automatically create matching assignments and timecard entries for the apprentice that match those created for the mentor employee. This allows you to review apprentice assignments as well as report on them.
Note: The apprentice/mentor relationship will not result in the creation of scheduled assignments, but only actual assignments which result from the creation of timecard entries.
Apprentice relationships can be established in two ways:
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Appointed Apprentices- In this case an apprentice is "appointed" to an employee (mentor). Until this relationship is turned off or changed, matching assignments and timecard entries will be created for the apprentice based upon those of the mentor.
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One-Time Apprentice Entries- In this situation when a timecard entry or assignment is created for a mentor employee an apprentice can be selected at the time of entry. Matching timecard entries and assignments will be created for the apprentice
Appointed Apprentices
Appointing an apprentice creates a relationship between the apprentice and mentor. When times are punched for the mentor technician, identical entries will be made for the apprentice. This relationship will exist and be used until a new apprentice is appointed or ‘No apprentice’ is selected.
Permanent apprentice relationships are maintained in the Call Center.
Note: In order for matching timecard entries to be created for an apprentice based upon those of the mentor, the apprentice assignment MUST be created BEFORE the call is Dispatched to the Mentor employee.
To Change or Create a Permanent Apprentice Appointment
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Right-click on a "mentor" employee’s row or column in the Call Center employee grid and select apprentice. This will open the Appoint Apprentice form.
Note: Be sure to click on the employee row/column header or empty spot in the row/column, not on an assignment.
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In the Appoint Apprentice form, select an apprentice from the Apprentice For drop-down or select No Apprentice to remove an existing apprentice appointment.
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Click OK.
Any selection here will override any previous apprentice settings for the selected mentor. The apprentice appointed here will be used as the default value in the Apprentice field for all timecard entries and call progress entries for the specific mentor employee from this point forward.
One-Time Apprentice Entries
When making an entry for a "mentor" employee, either in the employees' Timecard, or in the Call Progress form, you have the ability to specify an apprentice.
Note: In order for matching timecard entries to be created for an apprentice based upon those of the mentor, the apprentice assignment MUST be created BEFORE the call is Dispatched to the Mentor employee.
Call Progress
Employee Timecard
The assigned apprentice's timecard will contain identical entries as those made to the mentor's timecard.
Note: Specifying an apprentice in the Timecard or Call Progress window will not change or create any permanent apprentice appointments; it will only affect the current timecard entry and assignment.
Hiding Apprentices in the Call Center
The Call Center has an option that allows you to prevent apprentices from displaying. When checked, this option will only hide apprentice employees that do not have a non-apprentice assignment.
To Hide Apprentices in the Call Center
Click on the Preferences button in the Call Center; select or deselect the Hide Apprentices option.
An employee is considered to be an apprentice if they are currently appointed to another employee as an apprentice (for the current day) or if they have any apprentice assignments for the day being viewed.
Looking for a more interactive course on Apprentices? Check out our Learning Management System (LMS)! Our courses are available to all Successware users. If you don't have a sign-in for our LMS, contact us at training@successware.com for a free account.