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When creating multiple appointments with are created using the Appointment Wizard, the appointments are assigned the same Schedule assigns these appointments a unique Group ID. You may find that you need to split appointments from that Group ID to a new Group ID.  

Note

Schedule will only let you mark appointments that are not completed. If an appointment is completed, you cannot select that appointment to be split from the Group ID.

Appointments that are split from the original Group ID will no longer display in the Related Appointments window that is displayed by Group ID for the original Group ID. You can still view these appointments when you choose to view Related Appointments (and not choosing to display by Group ID.)This allows Schedule to easily identify these as related appointments.

Splitting a group of appointments allows you to move incomplete appointments as of a select date for the entire group.  For example, if you have scheduled a team of resources to be at a job site for two weeks (10 days) and after the first 4 days of work, an emergency comes up where the team needs to be re-routed to a different job, you can split the appointment group and shift out the remaining days of work to begin later in the week or month. 

Splitting an appointment group will result in the new subset of appointments being assigned a new Group ID.    

To split a group of appointments:

  1. Access the Related Appointments window from the Service Appointment, Job Appointment, Service Call, or Resource Activity window, select
  2. Select the Related Appointments  icon.
  3. Select By Group ID.
  4. In the Related Appointments window, mark the appointments to be rescheduled. You can mark all of the appointments by selecting the check box in the same row as the column headers or you can individually mark appointments. 

    Note

    Completed appointments may not be selected during this process and these will be ignored by the Mark All feature.


  5. Select the Split Appointments icon.
  6. In the Split Appointments window, edit any of the following defaulted fields:
    • Description
      You can edit the appointment/activity description.
    • Appointment Status
      You can update the appointment status for the selected appointments/activities.
    • New Start Date
      You can choose use the date/time picker to select the date and/or time for the starting date of the new appointment group OR you can highlight the information in the field and type the date and time.
    • Estimated Hours
      Update the estimated hours as necessary.
    • Days between Appointments
      You can edit the days between appointments if needed.
    • Skip Saturday/Sunday
      You can mark/unmark the weekend days as necessary.
  7. Choose Split.
  8. Confirm that you want to split the appointments.

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