An appointment that you create from your mobile client device is pending until it's synced to the host system and the appointment ID is generated. You later can change some of the information on an appointment.

Create an Appointment When Creating a New Service Call

1. Select New Service Call (or select Service Calls and then select the New icon). 

2. Complete the service call fields as described here: Create or Edit a Service Call.

3. Enter information in the New Appointment section. 

   • Start Date
   Select
   • : Select the date and time of the appointment.
   • Estimate Hours
   Enter
   • : Enter the estimated number of hours for the appointment.
   • Description
   Enter
   • : Enter a description to help identify the appointment.  If the appointment description exceeds 50 characters a note is created that contains the entire description.
   • Is Internal
   Mark
   • : Mark if the description note should be internal only and won't display on customer reports. If the checkbox is unmarked, the note will display on customer reports.
   • Status
   • : The status of the appointment.
     • If AutoStatusUpdate is set, this will be the status that defaults in this field. See Mobile Device Global Settings.
     • If TimeLogStatusUpdate is set, while this status is available in the status list, when selected, technicians will be prompted to synchronize their device. This status can only be selected when the technician is ready to time into the appointment, not when creating the appointment. See Time Log Settings.

   Excerpt
   Field	Description

   
   

4. Select the Save icon. The appointment appears as a pending appointment on the Appointments tab for the service call.

5. When you're ready to send the pending appointment to the host and complete the appointment creation process, select the Sync icon. 

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1. Select Service Calls. 
2. Select a service call and select New Appt.

3. Enter information in these fields, as needed.

   FieldDescription

   (*Required field)

   • *Service Call

   The

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

   • Assign To Me

   This

   • : This option defaults to active. 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 unmark this option, the status is UNASSIGNED, and the appointment is assigned to a technician in Service Management.

   • Appointment

   The

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

   • Start Date

   Select

   • : Select the date and time of the appointment.

   • Estimate Hours

   • : Enter the estimated number of hours for the appointment.

   • Description

   Enter

   • : Enter a description to help identify the appointment.  If the appointment description exceeds 50 characters a note is created that contains the entire description.

   • Is Internal

   Mark

   • : Mark if the description note should be internal only and won't display on customer reports. If the checkbox is unmarked, the note will display on customer reports.

   • Status

   The

   • : 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
   • : The name of the technician that the appointment is assigned to.
   *Required field

   • 
     

4. To see the mapped location of the appointment, select the Map tab. (If you use mapping on your device.)
5. Select the Save icon. The appointment appears as a pending appointment on the Appointments tab for the service call.

6. When you're ready to send the pending appointment to the host and complete the appointment creation process, select the Sync icon. 

   Note
   The date range that is created by the starting and ending sync dates must include the starting date of the appointment in order to successfully sync and create the appointment.

   
   

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