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- Choose Inquiry > Service Management > Service Monitor.
- Choose the Options button in the Service Monitor window.
- Choose to display either the Minutes Remaining Before Expiration or the Actual Expiration Time for each appointment. Depending on your choice, the associated field label in the Service Monitor scrolling window is either Expiration or Remaining.
- Enter a frequency, in number of minutes, for updating the Service Monitor window. When the window is updated, the status of all appointments is updated by the amount of time that has elapsed. Tracking of the elapsed time begins each time you open the Service Monitor window. The Service Monitor window is updated automatically each time you choose the show/hide detail button in the scrolling window. At that point, tracking of elapsed time restarts.
- Enter the number of minutes for updating the expiration status of appointments displayed in the Service Monitor window. The notification process determines the point in time (in relation to the actual expiration time) when the expiration indicator should change to a cautionary or warning status for each appointment.
- Choose whether to enable the timer. To improve performance when the Service Monitor is running on a server, you can disable the automatic timer feature. The automatic timer controls the Remaining/Expiration fields and the graphical display field on the Service Monitor. Mark the Enabled check box checkbox if you want to use the automatic timer.
Define audio signals. The Service Monitor is shipped with predefined audio warning and caution signals; however, these sounds can be changed. Microsoft Windows contains several .WAV files stored in the Windows Media directory. If you wish to use a different Windows sound as the signal for appointments entering the cautionary or warning state, you can rename the current caution or warning signal, copy the signal you want to use to the Microsoft Dynamics GP directory and rename it as caution.wav or warning.wav.
Note If you don't want to use audio signals for appointments entering the cautionary or warning statuses, you can delete the .WAV files from the Microsoft Dynamics GP directory, rename the files or turn off your sound options using the sound icon on the Windows taskbar.
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The Service Monitor window displays up to 38 appointments in the scrolling window. You can view the maximum number of appointments by closing the Filters window and then maximizing the Service Monitor. Inquiry > Service Management > Service Monitor.
The setup options you enter in the Filter Preferences window are reflected in the Filters window, which appears directly above the Service Monitor. You can open and close the Filters window by choosing the Show/Hide Filters button in the Service Monitor scrolling window.
Appointments are also identified in the scrolling window by their associated call's call type. Call types are set up and assigned colors in the Call Type Setup window. See Setting up call typesUp Call Types.
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