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betterdocs_faq

How Can I Allocate the Role Technician to a Teacher?

Updated on April 22, 2022

To allocate the role technician to a teacher, you first need to create it.

From the configuration menu, go to Main Settings > Dropdown lists. (Figure 1)


Figure 1

In the next window, in the dropdown list “Type”, select Teachers. (Figure 2)

Figure 2

In the field “Dropdown lists”, you want to select Job Roles. (Figure 3)

Figure 3

To add a Technician Role, click on the button “+Add New”. (Figure 4)

Figure 4

In the window that appears, in the field “Description”, type in Technician and click on the “Save” button. (Figure 5). Note: Turn on the “Is visible to Enrollments” switch to make this Job role visible in enrollments.


Figure 5

Now, when you view the list of Job Roles, you will notice that a Technician role is created. (Figure 6)

Figure 6

To assign the role Technician to a Teacher, from the main menu, go to Personnel & Contacts > Teachers. (Figure 7)


Figure 7

Click on the “Actions” dropdown list next to the teacher you want to allocate as a Technician and click on Preview & Edit. (Figure 8)

Figure 8

In the teacher’s tab, go to the “Teachers Profile” section. Here, in the “Job Role” dropdown list select “Technician”. (Figure 9)

Figure 9

Once you are ready, you can:

  • “Save and Close”, to close the teacher’s tab and go back to the teachers’ list.
  • “Save”, if you want to proceed with changes in this teacher’s tab. (Figure 10)

Figure 10

 

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