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The Service Monitor visually displays service call data by colors selected for the call type. The Service Monitor displays the appointments associated with the service call. The associated service call can be accessed by selecting the appointment in the Service Monitor window. The Service Monitor has an automatic refresh option to update the screen with the most recent appointment information.

Table of Contents

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Setting

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Up the Service Monitor

The Service Monitor window displays appointments concerning their expiration status and has an associated setup window where you can select display options for those appointments.

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1. Select Inquiry > Service Management > Service Monitor.
2. Select the Options button in the Service Monitor window.
3. Select to display either the Minutes Remaining Before Expiration or the Actual Expiration Time for each appointment. Depending on your choice, the associated field label in the Service Monitor scrolling window is either Expiration or Remaining.
4. Enter a frequency, in number of minutes, for updating the Service Monitor window. When the window is updated, the status of all appointments is updated by the amount of time that has elapsed. Tracking of the elapsed time begins each time you open the Service Monitor window. The Service Monitor window is updated automatically each time you select the show/hide detail button in the scrolling window. At that point, tracking of elapsed time restarts.
5. Enter the number of minutes for updating the expiration status of appointments displayed in the Service Monitor window. The notification process determines the point in time (in relation to the actual expiration time) when the expiration indicator should change to a cautionary or warning status for each appointment.
6. Select whether to enable the timer. To improve performance when the Service Monitor is running on a server, you can disable the automatic timer feature. The automatic timer controls the Remaining/Expiration fields and the graphical display field on the Service Monitor. Mark the Enabled checkbox if you want to use the automatic timer.

7. Define audio signals. The Service Monitor is shipped with predefined audio warning and caution signals; however, these sounds can be changed. Microsoft Windows contains several .WAV files stored in the Windows Media directory. If you wish to use a different Windows sound as the signal for appointments entering the cautionary or warning state, you can rename the current caution or warning signal, copy the signal you want to use to the Microsoft Dynamics GP directory and rename it as caution.wav or warning.wav.

   Note

   If you don't want to use audio signals for appointments entering the cautionary or warning statuses, you can delete the .WAV files from the Microsoft Dynamics GP directory, rename the files or turn off your sound options using the sound icon on the Windows taskbar.

Time expiration indicators appear in the left-most column in the Service Monitor scrolling window. Refer to the following illustration:

Use the following table to identify each expiration indicator and the associated expiration time.

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Appointments are also identified in the scrolling window by their associated call's call type. Call types are set up and assigned colors in the Call Type Setup window. See Setting Up Call Types.

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Clearing Appointments

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From the Service Monitor

The Service Monitor is driven by the guaranteed time in the Time Stamp window that expires first.
To meet your guaranteed times and clear the appointment from the Service Monitor, you must timestamp the appointment in the Time Stamp window.

1. Open the Time Stamp window in one of the following ways:
   • On the Service Monitor, select an appointment and select the clock button in the Remaining field.
   • In the Service Call window, select Time Stamp.
   • On the Dispatch Board, select an appointment and select the clock button in the Work ID field.

2. In the Time Stamp window, select the clock button in the appropriate timestamp field or type an entry in the Stamped Time/Date field.  

   Note

   Remember, if your timestamps are connected to appointment statuses, then as the appointment statuses change, the appointment is automatically time-stamped.

3. Select OK. If you have guaranteed times for all five timestamps, the appointment must have all five timestamps met before it is cleared from the Service Monitor.

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