Page Comparison

...

• Quick Print Workorder
  This is the workorder format that prints after choosing the Quick button in the Service Call window. The Quick button prints a workorder with one mouse click, as opposed to the Print button, which takes three mouse clicks. Choose the workorder format that you print most often.
• Number of Days
  This is the number of days to consider for recent call notification. A message will display in the Service Manager window if service calls were opened for the customer location within this number of days. MCC calls are not considered. If zero is in the field, you will not be notified of recent calls.
• Address
  Select an address default. The address default you select — ZIP code or postal code — becomes the label of the eighth field in the Service Manager window. The third address field in the Customer and Location windows is user-definable.

• Anchor
  servicemanagement_choosing_servi_4828 servicemanagement_choosing_servi_4828

  Auto-Roll Calls Forward 
  Mark this check box checkbox if you want to automatically roll service calls forward rather than receiving the prompt. You may have service calls and appointments that were not answered on the day they were initially scheduled. You are prompted to roll these calls forward when you open Service Management. The system rolls forward open service calls and appointments that have a status other than Complete or Closed. The system looks at the call and appointment status independently. When an appointment is rolled forward, the Start Time field is cleared. Rolling a call forward changes the Date field in the Service Call and Service Call Appointments windows to the current system date. If an appointment date is before the roll-forward date and the service call date is after the roll-forward date, the appointment is rolled forward and the service call is not. If the Date/Time Lock field on the Service Call window is marked, the service call and its appointments are not rolled forward. 
  
  • Use Auto-Roll SQL Job
    Mark the Use Auto-Roll SQL Job check box if you want to use the SQL Job to automatically roll service calls forward. You will also need to run the SQL Auto Call Roll Forward Utility in Signature Utilities.
  • Exclude
    You can choose to exclude certain call types or job appointments. You can exclude rolling forward maintenance calls (MC), computer-generated maintenance calls (MCC), and all other call types. For instance, if your technicians complete MCC service calls as time allows throughout the month, you may not need to roll those calls forward, so you would mark the check box to exclude MCC. On the other hand, an emergency call that was not completed would need to be moved to the current day, so you would not exclude all other call types.Calls also can be rolled forward to a new day using the Call Roll Forward process.

    • MC

    • MCC
    • All Other Call Types
    • Job Appointments
  NoteIf you want to manually roll calls and appointments forward to a specific date instead of having them roll forward automatically, see Rolling Calls Forward.would like to automatically reschedule incomplete appointments to the next business day. This is referred to as “rolling calls forward”, as this process will occur for any open service call that has an incomplete appointment. If you choose to perform this function automatically, you must choose one of two options:

  • Option 1: Users are prompted to execute the call roll forward process each day, as part of the user login process. Each SMS user who logs into GP is prompted to roll calls forward until the process is actually performed. To use option one, you only need to mark Auto-Roll Calls Forward.

  • Option 2: The call roll forward can be run at a scheduled time of day/night using a scheduled SQL procedure. No manual intervention is required once the SQL job is configured. To use option 2, you need to mark both Auto-Roll Calls Forward and Use Auto-Roll SQL Job.

  After choosing an automated option for call rolled forward, you must choose which call types to exclude from the process. MC calls are those created in SMS and assigned to an active maintenance contract. MCC calls are those that were automatically generated by a maintenance contract Tasking routine. However, if you elect to forego one of the automatic options then you can manually perform the call roll forward process from Routines > Service > Call Roll Forward. See Rolling Calls Forward.

  Note
  If the Date/Time Lock field on the Service Call window is marked, the service call and its appointments are not rolled forward.

• Number of Service Calls to display on Service Manager
  You can view the last X number of service calls for a selected customer location or contract on the Service Manager window. This is useful if you want information about the most recent service calls related to a specific location or contract, but you do not want to browse through the service calls in the lookup window to find the correct ones. By default, the most recent five service calls will display on the Service Manager window. You can change this default.

...