> ## Documentation Index
> Fetch the complete documentation index at: https://docs.fentufsm.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Workforce Overview

> Managing technicians, teams, and field operations

## Overview

The Workforce module in Fentu FSM manages all aspects of your field service team. This includes technicians, their skills and certifications, team structures, scheduling availability, and time-off management.

<Note>
  Your technicians are the face of your company to customers. Effective workforce management ensures the right technician with the right skills is sent to every job.
</Note>

## Module Components

<CardGroup cols={2}>
  <Card title="Technicians" icon="user-gear" href="/workforce/technicians/technician-management">
    Individual technician profiles and assignments
  </Card>

  <Card title="Technician Reports" icon="chart-bar" href="/workforce/technicians/technician-reports">
    Performance and productivity reporting
  </Card>

  <Card title="Teams" icon="users" href="/workforce/teams/teams">
    Static team groupings for dispatch and management
  </Card>

  <Card title="Dynamic Teams" icon="users-gear" href="/workforce/teams/dynamic-teams">
    Rule-based team assignments
  </Card>

  <Card title="Skills" icon="star" href="/workforce/teams/skills">
    Skill and certification tracking
  </Card>

  <Card title="Leave Management" icon="calendar-minus" href="/workforce/leave/leave-management">
    Time off and availability management
  </Card>
</CardGroup>

***

## Key Concepts

### Technician Types

| Type                 | Description                                          |
| -------------------- | ---------------------------------------------------- |
| **Field Technician** | Primary service technician working at customer sites |
| **Lead Technician**  | Senior tech who may supervise or train others        |
| **Apprentice**       | Technician in training, typically works with mentor  |
| **Subcontractor**    | External worker performing services on your behalf   |

### Skill-Based Dispatch

Fentu matches technicians to jobs based on:

* **Required Skills** - Skills needed for the job type
* **Certification Status** - Valid certifications for the work
* **Experience Level** - Complexity matching
* **Availability** - Schedule and capacity

### Team Structures

| Structure      | Description           | Use Case                      |
| -------------- | --------------------- | ----------------------------- |
| **Geographic** | Teams by service area | Regional coverage             |
| **Specialty**  | Teams by skill type   | Machine team, electrical team |
| **Mixed**      | Combination approach  | Flexible assignment           |

***

## Workforce Workflow

<Steps>
  <Step title="Technician Setup">
    Create technician profiles with contact info, skills, and certifications
  </Step>

  <Step title="Team Assignment">
    Organize technicians into teams for management and dispatch
  </Step>

  <Step title="Schedule Configuration">
    Set working hours and availability
  </Step>

  <Step title="Leave Management">
    Track time off and unavailability
  </Step>

  <Step title="Performance Monitoring">
    Review productivity and quality metrics
  </Step>
</Steps>

***

## Integration with Operations

Workforce data connects to:

* **Dispatcher** - Assigns work based on skills and availability
* **Work Orders** - Tracks who performs what work
* **Time Tracking** - Records hours worked
* **Material Requests** - Links parts to technicians
* **Customer Records** - Shows service history by technician

<Info>
  Accurate workforce data is essential for efficient dispatching. Keep technician skills, schedules, and availability current.
</Info>

***

## Best Practices

<AccordionGroup>
  <Accordion title="Complete Profiles" icon="user-check">
    Ensure all technician profiles are complete with skills, certifications, and contact information.
  </Accordion>

  <Accordion title="Track Certifications" icon="certificate">
    Monitor certification expiration dates. Expired certifications may prevent assignment to certain jobs.
  </Accordion>

  <Accordion title="Update Availability" icon="calendar">
    Keep schedules current. Accurate availability data prevents scheduling conflicts.
  </Accordion>

  <Accordion title="Review Performance" icon="chart-line">
    Regularly review technician metrics to identify training needs and recognize top performers.
  </Accordion>

  <Accordion title="Plan for Absences" icon="calendar-minus">
    Enter leave requests in advance to allow for coverage planning.
  </Accordion>
</AccordionGroup>

***

## Related Documentation

<CardGroup cols={2}>
  <Card title="Dispatcher" icon="paper-plane" href="/service-apps/dispatcher">
    Assigning work to technicians
  </Card>

  <Card title="Work Orders" icon="clipboard-list" href="/work-orders/work-orders">
    Managing service work
  </Card>

  <Card title="Time Tracking" icon="clock" href="/service-management/time">
    Recording work hours
  </Card>

  <Card title="Vehicles" icon="truck" href="/inventory/vehicles">
    Fleet assignment
  </Card>
</CardGroup>