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  1. Choose Service Calls. Select a service call and choose New Appt.
  2. Enter information in these fields, as needed.

    FieldDescription

    *Service Call

    The default service call ID. You can't change this value.

    Assign To Me

    Mark this option if the appointment should be assigned to you. Your name will be displayed in the Technician field after the appointment is saved. If you don't mark this option, the status is UNASSIGNED, and the appointment is assigned to a technician in Service Management.

    Appointment

    The appointment number that is generated automatically. You can't change this value.

    Start Date

    Select the date and time of the appointment.

    Estimate Hours

    Enter the estimated number of hours for the appointment.

    Description

    Enter a description to help identify the appointment.

    Status

    The status of the appointment.
    Note: If the Time Log Status Update setting is enabled, the appointment status will be automatically set when you time into the appointment. Additionally, if the status is manually updated, you will be timed into the appointment.

    Technician

    The name of the technician that the appointment is assigned to.


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