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- Choose Transactions > Service Management > Technician Activity Entry Wizard.
- 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.
- All, Technician, Technician Team, Service Area:
- 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.
- 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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