Why:
When a mechanic leaves the dealer, his details no longer need to be held in the Mechanic Master File.
Where:
From the Mechanic View, highlight the mechanic you would like to delete then select Mechanic > Delete. This will display a confirmation window.
How to Delete Mechanics from the Mechanic Master File:
Firstly, the mechanic’s ‘End Date’ must be updated within the Mechanic Master File and then any time recording details booked against work in progress orders should be invoiced.
When an end date is recorded against a mechanic, a warning icon is displayed to indicate that they are inactive. If required, the end date can subsequently be changed.
Once any work in progress has been completed then the mechanic can be deleted.
Before deleting a mechanic you should check for any planned work for the mechanic in the Workshop Plan Details screen. See the Time Recording > Planning section for details of how to check and remove planned work for a mechanic.
What else would you like to do?