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create-appt2 create-appt2

Create an appointment

1. Choose Service Calls Image RemovedCalls. 
2. Select a service call and choose New Appt.

3. Enter information in these fields, as needed.

   Field	Description
   *Service Call	The default service call ID. You can't change this value.
   Assign To Me	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 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.

   *Required field

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

6. When you're ready to send the pending appointment to the host and complete the appointment creation process, choose the Sync Image Removed 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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Complete the job appointment. Prior to the final Complete Appointment, you will see the option to create a new appointment.

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Change an appointment

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• Start date
• Estimate hours

• Description

• Status

  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. If you use job safety tasks, the Job SafetyImage Removed tab  tab might open after you change the appointment status.

  
  

On devices, service appointments and technician activities can also be drag-and-dropped on the Calendar to a different time and/or day. From the main screen, select the Calendar Image Removed iconCalendar icon.

Reassign an appointment

To have an appointment reassigned to a different technician by your dispatcher, change the Status of the appointment to RE-ASSIGN. This removes the appointment from your device. Your dispatcher will see that you are currently assigned to this appointment and will reassign the appointment to a different technician.

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