Page Comparison

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1. The following fields can be edited: 

   Note
   The fields displayed may depend on Schedule Settings.

   • Description
     Enter a brief description of the reason for the call.
   • Problem Type
     Use the drop-down to select a Problem Type.
   • Division
     Use the drop-down to select a Division.
   • Salesperson
     Use the drop-down to select a Salesperson
   • Service Call Type
     Use the drop-down to select a Service Call Type.
   • Priority
     This field is restricted to a single alphanumeric character. 1 is the highest priority; None, the lowest.
   • Customer P.O. Number
     Enter an alphanumeric Purchase Order Number.
   • Contract Number
     You can assign contract numbers to all types of service calls.
   • Equipment
     If the service call already has equipment assigned in Service Management, the field in Schedule is display-only. Only equipment that is active for the customer and location can be selected.
   • Resource
     The technician assigned to the service call.
   • Start Date and Time
     The date and start time of the service call.
   • Date/Time Lock 
     Prevents the call from being rolled forward when Auto-Roll Calls Forward is used. This option is available if the service call has one appointment. If the service call has more than one appointment, this option is not available.
   • Estimated Hours
     The amount of time it takes to complete the service appointment. 
   • Service Call Status
     Use the drop-down to select the Service Call Status.
   • Resolution
     Use the drop-down to select the Resolution.
   • Job Number
     Use the drop-down to select a Job Number.
   • Original Service Call
     Use the drop-down to select an original Service Call Number.
   • Caller Name/Email/Phone
     Enter a Caller Name, Email, and/or Phone number.
   • USER-DEFINED fields
     Enter information in the USER-DEFINED fields. The labels are set up in Service Management.
   • Service_User_Define_1
     Enter information in the Service_User_Define_1 field. The label is set up in Service Management.

2. You can choose any of these icons to view additional information:

   	Save
   	Cancel
   	View Service Call Time Stamps - See Viewing service call timestamps.
   	View Appointment History - See Viewing appointment history
   	View Service Call Tasks - See Viewing service call tasks.
   	View/add Appointment Notes - See Working with notes and attachments. Note If a note exists for this appointment, this icon displays as  .
   	Attachments - See  Working with notes and attachments .
   	View Related Appointments - To view the related by appointments by the Group ID, choose the drop-down next to the Related Appointments icon and then choose  By Group ID . See Viewing related appointments .

   
   

3. Choose Save.