Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

You can easily view and change the details of a job appointment, also called a job activity.

  1. Double-click the job appointment Image Removed to appointment to view or change the appointment. This can be a scheduled appointment or an unassigned appointment. 

  2. The Job Appointment Details window displays. You can view and change the appointment information. Additional fields may display depending on Schedule settings.
    • Job - Display only
    • Appointment - Display only
    • Description
    • Cost Code
    • Status
    • Resource
    • Start Date
    • Estimated Hours
    • Priority
    • Completion Date - Can be edited if the appointment status is set to completed.
    • Actual Hours
    • Service_User_Define_1
    • Service_User_Define_2
    • Service_User_Define_3
    • Service_User_Define_7
    • Customer Name
    • Location Name - Billing address
  3. You can also select these buttons to complete other tasks.

    Image Removed

    Image Added

    Save Image Removed

    Image Added

    Cancel Image Removed

    Image Added

    Delete AppointmentImage Removed

    Image Added

    View Job Image Removed

    Image Added

    View Appointment History - See Viewing Appointment History
    Image Removed

    Image Added

    View/add Appointment Notes - See Working with Notes and Attachments.

    Note

    If a note exists for this appointment, this icon displays as  Image Removed .

    Image Removed

    Image Added

    View/add Attachment - See Working with Notes and Attachments.
    Image Removed

    Image Added

    View Related Appointments - To view the related by appointments by the Group ID, select the drop-down next to the Related Appointments icon and then select  By Group ID . See Working with Related Appointments and/or Resource Activities .


  4. Select Save.

...