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  1. Choose Transactions > Service Management > Technician Activity Entry Wizard.
  2. Enter information in the following fields:
    • All, Technician, Technician Team, Service Area
      Choose a radio button. Your selection determines the fields that are enabled. If you are creating an appointment for a technician, complete the Technician ID field. If you are creating an appointment for a technician team, complete the Team field. If you are creating an appointment for all technicians in a service area, complete the Service Area field. If you are creating an appointment for all technicians, none of these fields is enabled.
    • Appointment Type
      Choose an appointment type. Your selection determines the fields that are enabled. If you are creating an activity appointment, complete the Activity ID field. If you are creating a job appointment, complete the Job Number field and enter a Cost Code with a cost element type of Labor.
    • Start Date, End Date, Starting Time
      Specify when the appointment will take place.
    • Estimated Hours
      Estimate the length of the appointment. The estimated hours must be 24 or less.
    • Days Between Appointments
      Enter a number of days between appointments.
    • Skip
      You can skip Saturdays and/or Sundays by marking these check boxes.
  3. Choose Create to create the appointment(s). A message indicates that the activity appointments have been created successfully. If you are scheduling for only one technician and there are scheduling conflicts, you receive a message indicating how many appointments were created, but not scheduled, due to conflicts. If you are scheduling for more than one technician, you won't receive a message, though unscheduled appointments may exist.
  4. Choose OK. Activity appointment numbers created with the Appointment Wizard increment based on the last highest appointment number used for each technician.

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