Anchor
servicemanagement_using_the_serv_2929 servicemanagement_using_the_serv_2929

The Service Monitor visually displays service call data by colors selected for the call type. The Service Monitor displays the appointments associated with the service call. The associated service call can be accessed by selecting the appointment in the Service Monitor window. The Service Monitor has an automatic refresh option to update the screen with the most recent appointment information.

Table of Contents

Anchor
servicemanagement_setting_up_the_9626 servicemanagement_setting_up_the_9626

Setting up the

...

Service Monitor

The Service Monitor window displays appointments in relation to their expiration status, and has an associated setup window where you can select display options for those appointments.

...

Note
If you selected to display the actual expiration time instead of the minutes remaining in the Service Monitor Display Options window, only the indicators change based on your setup options; the time remaining always displays the actual expiration time.

Anchor
servicemanagement_entering_guara_622 servicemanagement_entering_guara_622

Entering

...

Guaranteed Times and

...

Dates

If you want your appointments to appear on the Service Monitor, you need to enter a time and date in at least one of the five Guaranteed Time/Date fields in the Time Stamp window. This time determines the expiration time of the appointment.

...

1. Open the Time Stamp window in one of the following ways:
   • In the Service Call window, select Time Stamp.
   • On the Dispatch Board, select an appointment and select the clock button in the Work ID field.
2. Complete the Guaranteed Time/Date fields and select OK. The appointment now appears on the Service Monitor. If you enter time/date information in more than one Guaranteed Time/Date field, the earliest time/date drives the Service Monitor.

Anchor
servicemanagement_filtering_info_6024 servicemanagement_filtering_info_6024

Filtering

...

Information on the

...

Service Monitor

In the Filter Preferences window, you select values to restrict the information that displays in the Service Monitor scrolling window. If you don't make any entries in the Filter Preferences window, all appointments scheduled for the current day display.

...

Note
Your selections in the Filter Preferences window serve as defaults each time you open the window; only appointments that fall within those filters display.

Anchor
servicemanagement_viewing_appoin_7688 servicemanagement_viewing_appoin_7688

Viewing

...

Appointments on the

...

Service Monitor

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.

...

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 Types.

Anchor
servicemanagement_clearing_appoi_3831 servicemanagement_clearing_appoi_3831

Clearing

...

Appointments from the

...

Service Monitor

The Service Monitor is driven by the guaranteed time in the Time Stamp window that expires first.
To meet your guaranteed times and clear the appointment from the Service Monitor, you must time stamp timestamp the appointment in the Time Stamp window.

1. Open the Time Stamp window in one of the following ways:
   • On the Service Monitor, select an appointment and select the clock button in the Remaining field.
   • In the Service Call window, select Time Stamp.
   • On the Dispatch Board, select an appointment and select the clock button in the Work ID field.

2. In the Time Stamp window, select the clock button in the appropriate time stamp timestamp field or type an entry in the Stamped Time/Date field. 

   Note
   Remember, if your time stamps timestamps are connected to appointment statuses, then as the appointment statuses change, the appointment is automatically time-stamped.

3. Select OK. If you have guaranteed times for all five-time stamps, the appointment must have all five time stamps timestamps met before it is cleared from the Service Monitor.

Anchor
servicemanagement_updating_time__1475 servicemanagement_updating_time__1475

Updating

...

Timestamps After Rolling Calls Forward

If you've rolled forward outstanding service calls and appointments from a previous day, the Time Stamp window reflects the previous day's date and time. Therefore, the Guaranteed Time/Date of each appointment must be changed to reflect the new day's schedule.

1. Open the Time Stamp window in one of the following ways:
   • On the Service Monitor, select an appointment and select the clock button in the Remaining field.
   • In the Service Call window, select Time Stamp.
   • On the Dispatch Board, select an appointment and select the clock button in the Work ID field.
2. In the Time Stamp window, type a new entry in one or more of the Guaranteed Time/Date fields.
3. Select OK.

Anchor
servicemanagement_printing_the_s_9834 servicemanagement_printing_the_s_9834

Printing the

...

Service Monitor Call List

Select the printer button in the Service Monitor window to print the Service Monitor Call List, which lists all appointments currently displayed on the Service Monitor.