Open Tech Monitor
Review duty, location signals, pings, and technician exceptions.
Before you start
- •Sign in to the Hub with access to this workspace.
You will finish with
- •You can explain what Open Tech Monitor is for and choose the correct next action.
Safety and data checks
- • Location data can be delayed or unavailable; do not infer technician conduct from a single stale signal.
Complete the task
- 1Navigate
Open Open Tech Monitor
Use the Hub navigation to open Open Tech Monitor. Do not begin from a bookmarked record until you can identify this workspace in the normal menu.
Expected resultOpen Tech Monitor is open and its page heading is visible.
- 2Review
Understand what belongs here
Tech Monitor gives office staff a live operational view of technician availability and recent location signals. Use this distinction to avoid creating the same work in a neighbouring workspace.
- 3Verify
Read the current state first
Read on-duty state, last signal time, assigned work, current visit, ping status, and any exception. Read the customer, owner, date, and status before opening or changing a record.
- 4Review
Choose the correct action
Contact or investigate only after comparing live signals with schedule and job status. Open the specific record and confirm its history before saving, sending, assigning, or completing anything.
- 5Verify
Confirm the safe stopping point
Location data can be delayed or unavailable; do not infer technician conduct from a single stale signal. This orientation ends before any irreversible or customer-facing submission.
Location data can be delayed or unavailable; do not infer technician conduct from a single stale signal.Expected resultYou know what must be verified before the final action.
If something does not look right
The page or action is not visible.
Confirm your role and Navigation & Access settings, then ask a Super Admin if the feature is disabled.