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The Appointment Wizard helps you to quickly create single or recurring activities or job/service appointments for technician(s), a technician team, or a service area. Appointments created with the Appointment Wizard are assigned a Group ID. You can use the Group ID to view related appointments from the Service Appointment, Service Call, and/or Job Appointment windows. See Working with With Related Appointments and/or Resource Activities for more information.

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1. Select the Appointment Type of Service Call.
2. Select the Service Call.

3. Select the Resource, Technician Team, or Service Area to assign the appointment to. If you chose to assign this to All, these fields will be disabled. 

4. Enter a Description.
5. Select the Appointment Status.

6. The Start Date defaults to today's date and midnight. You can edit the date and time. 

   Note
   The time defaults in if you are accessing the Appointment Wizard from an empty cell on the Schedule Board, the time defaults from the time cell that you right-clicked on. The time is editable.

   
   

7. The End Date defaults to today's date.
8. Enter the Estimated Hours. A default value may automatically fill in this field if the Default Appointment Hours fields are configured in Schedule Settings. See Setting Up Schedule Configuration.
9. Enter the Priority. This field is restricted to a single alphanumeric character. 1 is the highest priority; None is the lowest.
10. Enter the number of Days Between Appointments. For example, if you have a date range entered above and enter 2, this will create an appointment every two days.

11. Mark the weekend days to Skip from scheduling appointments. Both Saturday and Sunday default as marked to skip. 

12. Select Create. 

13. Review the validation window, then select to continue or cancel the process. 

    Note
    If the Start Date is scheduled for a weekend day that you have marked to skip, a message displays and you will need to change the Start Date or remove the checkmark to allow scheduling on the Start Date weekend day.

    
    

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1. Select the Appointment Type of Job.
2. Select the Job Number.
3. Select the Cost Code.
4. Select the Technician, Technician Team, or Service Area to assign the appointment to. If you chose to assign this to All, these fields will be disabled.
5. Enter a Description.
6. Select the Appointment Status.

7. The Start Date defaults to today's date and midnight. You can edit the date and time. 

   Note
   If you are accessing the Appointment Wizard from an empty cell on the Schedule Board, the time defaults from the time cell that you right-clicked on. The time is editable.

   
   

8. The End Date defaults to today's date.
9. Enter the Estimated Hours. A default value may automatically fill in this field if the Default Appointment Hours fields are configured in Schedule Settings. See Setting Up Schedule Configuration.
10. Enter the number of Days Between Appointments. For example, if you have a date range entered above and enter 2, this will create an appointment every two days.
11. Mark the weekend days to skip from scheduling appointments.
12. Select Create.

13. Review the validation window, then select to continue or cancel the process.

    Note
    If the Start Date is scheduled for a weekend day that you have marked to skip, a message displays and you will need to change the Start Date or remove the checkmark to allow scheduling on the Start Date weekend day.

    
    

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1. Select the Appointment Type of Technician Activity.
2. Select the Activity ID.
3. Select the Technician, Technician Team, or Service Area to assign the appointment to. If you chose to assign this to All, these fields will be disabled.
4. Enter a Description.
5. Select the Appointment Status.

6. The Start Date defaults to today's date and midnight. You can edit the date and time.

   Note
   If you are accessing the Appointment Wizard from an empty cell on the Schedule Board, the time defaults from the time cell that you right-clicked on. The time is editable.

   
   

7. The End Date defaults to today's date.
8. Enter the Estimated Hours. A default value may automatically fill in this field if the Default Appointment Hours fields are configured in Schedule Settings. See Setting Up Schedule Configuration.
9. Enter the number of Days Between Appointments. For example, if you have a date range entered above and enter 2, this will create an appointment every two days.
10. Mark the weekend days to skip from scheduling appointments.
11. Select Create.
12. Review the validation window, then select to continue or cancel the process.