Use the steps in this section to complete everyday tasks on the schedule board.
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Real time changes
With Schedule, changes to the Schedule Board made to appointments and service calls update Signature immediately.
Refreshing the Schedule Board
When When you have made changes to appointment details, within Service Management or Job Cost, or with settings, you may need to refresh the schedule board to see these updates. A reload occurs in these scenarios:
- Automatically, as defined by the interval in the Automatic Reload section of the Global Options window in General setup.
- Manually, when you choose the Refresh Appointments
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The ability to double-book a resource is set up in Service Management. In Schedule, where you create the appointment matters regarding the ability to double-book a resource when your setup does not allow double-booking.
If you create a service appointment in Schedule that conflicts with another appointment and double booking is not allowed:
- Schedule board - You will receive a message indicating that double booking is not allowed for the resource. You will not be able to create the appointment for that resource. See Create additional appointments for information on creating an appointment from the schedule board.
- Appointment wizard - The appointment will be created. The Appointment Wizard does not check the double-book set up status. See Using the appointment wizard for information on creating appointments with the wizard.
When you create a service appointment in Schedule and double booking is allowed, the appointment is created.
Topics within this section:
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To access Schedule's full capability, we recommend Google Chrome or other non-Microsoft browsers for your internet browser. Microsoft browsers may still be able to access Schedule but you may not have access to all features. |
Use the steps in this section to complete everyday tasks on the schedule board.
Topics within this section:
| Child pages (Children Display) |
|---|