Open Technician Today
Review today’s assigned work and field priorities.
Before you start
- •Sign in to the Hub with access to this workspace.
You will finish with
- •You can explain what Open Technician Today is for and choose the correct next action.
Safety and data checks
- • Potential work is not confirmed; do not travel or contact the customer until the office confirms it.
Complete the task
- 1Navigate
Open Open Technician Today
Use the Hub navigation to open Open Technician Today. Do not begin from a bookmarked record until you can identify this workspace in the normal menu.
Expected resultOpen Technician Today is open and its page heading is visible.
- 2Review
Understand what belongs here
Today is the technician’s mobile starting point for assigned work, schedule, duty state, and important reminders. Use this distinction to avoid creating the same work in a neighbouring workspace.
- 3Verify
Read the current state first
Confirm duty status, current date, assigned visits, potential jobs, warnings, and the next confirmed commitment. Read the customer, owner, date, and status before opening or changing a record.
- 4Review
Choose the correct action
Open only a confirmed assignment, read the full job scope, and use its provided start or continue action. Open the specific record and confirm its history before saving, sending, assigning, or completing anything.
- 5Verify
Confirm the safe stopping point
Potential work is not confirmed; do not travel or contact the customer until the office confirms it. This orientation ends before any irreversible or customer-facing submission.
Potential work is not confirmed; do not travel or contact the customer until the office confirms it.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.