New Features

Schedule is now integrated with the Building Optimization Broker’s Service Requests module.  New role-based security in Schedule administration can enable a Schedule user to view and act upon new Service Requests to either accept or decline those requests.   Accepting a request will initiate the new service call form, with information defaulted from the linked Signature customer, location, equipment, and contact (optional). The number of service requests that have been created in Building Optimization Broker and available to be processed in Schedule is indicated on the Schedule menu bar to the right of the Service Requests button. This number is updated when Schedule auto-refreshes, which is based on the Time Period set up in Global Options Settings. For information on working with service requests from Building Optimization Broker, see Processing Service Requests from Building Optimization Broker.

To set up Building Optimization Broker integration, you will need to enter the Serial Number and Authorization ID that are provided when you set up the ERP Agent in Building Optimization Broker (in the pop-up window after adding the ERP Agent and also in the credentials.csv file that can be downloaded after setting up the ERP Agent). The Building Optimization Broker Settings window allows Schedule to obtain a list of "Requested" service calls from Building Optimization Broker. When the service request is accepted, Schedule updates the Building Optimization Broker service call to an OPEN status. Subsequent updates by the ERP Agent will cause the Service Call record, its default appointment, and all subsequent appointments in the Building Optimization Broker to become Managed by ERP. This section displays if you have installed the Key2Act ERP Agent. See Building Optimization Broker Settings for more information.