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  1. Double-click the job appointment to view or change the appointment. This can be a scheduled appointment or an unassigned appointment. 

  2. The Job Appointment Details window displays. You can view and change the appointment information. Additional fields may display depending on Schedule settings.
    • Job - Display only
    • Appointment - Display only
    • Description
    • Cost Code
    • Status
    • Resource
    • Start Date
    • Estimated Hours
    • Priority
    • Completion Date - Can be edited if the appointment status is set to completed.
    • Actual Hours
    • Service_User_Define_1
    • Service_User_Define_2
    • Service_User_Define_3
    • Service_User_Define_7
    • Customer Name
    • Location Name - Billing address
  3. You can also select these buttons to complete other tasks.

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    Save
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    Cancel
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    Delete Appointment
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    View Job
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    View Appointment History - See Viewing Appointment History
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    View/add Appointment Notes - See Working with Notes and Attachments.

    Note

    If a note exists for this appointment, this icon displays

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    with a pencil in the bottom right corner.

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    View/add Attachment - See Working with Notes and Attachments.
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    View Related Appointments - To view the related by appointments by the Group ID, select the drop-down next to the Related Appointments icon and then select  By Group ID . See Working with Related Appointments and/or Resource Activities .


  4. Select Save.

Context-Sensitive Options for Job Appointments on the Schedule Board

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