How Do You Keep Propane Job Records When a Technician Leaves?
How Do You Keep Propane Job Records When a Technician Leaves?
End the employee’s authorized access through your administrator. Check that the office can still find the earlier job records. Confirm the app’s departure process before you disable or delete a user. Access and job history need separate checks.
Give the administrator a departure checklist
FTC business guidance recommends ending access to sensitive information when staff leave or change roles. Work with your IT owner on that step. Name who handles the account, company devices and company files stored on them. FTC
List unfinished visits and who will take each one over. Keep the name of the person who did earlier work. Assign new work to its actual owner. Do not keep working under the former tech’s name.
Verify that history remains readable
Tank Spotter’s office catalog lists User Management. Ask your administrator to show the supported departure steps. Check if you should deactivate the account or make another change first.
The service tools list work order history. Choose a finished sample job. Check who can find it after the account change.
The account catalog lists customer form history. Have the office find a second sample through the customer record. Do not use the former employee’s login.
Rehearse the unfinished-work transfer
Use a test employee and fictional customer in the demo. Try a finished job and an open job. Who owns the open job after the change? Whose name stays on the old record? What happens to a form still on the phone?
Questions and answers
Does User Management promise remote wipe or immediate logout everywhere?
A catalog label does not promise those controls. Have your IT reviewer confirm session, device and offline-record behavior. Record who checks that the departure is complete.
Book a demo with your administrator and test a departure against one finished and one unfinished job.
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