Depending on your company's settings, you can create a technician activity appointment from the calendar. Technician activities may be meetingsExamples of technician activities: meetings, jury duty, sick days, and training, depending on your company's protocoletc.
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To create a technician activity:
- Select the Calendar icon in the left navigation.On the calendar, select a time for the day the activity occurs.
- Select the Add icon Add icon in the top right corner.
- In the Appointment form, complete the following:
- Technician: Activity: Select the technician activity.
- Start Date: Auto populates with the if a date and/or time that you was selected on the calendar.
Estimated Hours: Enter the estimated hours for the activity.
- Description: (Optional) Enter a brief description of the activity.
- Status: Select the status of the activity.
- Technician: Auto populates with your technician ID.
- Select Save .
- Sync your device.