Use these tasks to work with resource information in Schedule. At this time, a resource is a technician. Dispatchers are associated with a user profile from Service Management that may be associated with a region and/or a branch. The dispatcher will only see the technicians within that region and/or branch.
Marking technicians in the Resource window to display will update the Schedule Board and the Unscheduled Appointments section with the technicians' appointments.
Context-sensitive options for technician appointments on the Schedule Board
Right-click on a technician appointment on the Schedule Board to access the following options:
- Set Status - Set or update the appointment status.
- Arrived
- Closed
- Complete - See Completing appointments.
- Dispatched
- In Route
- Open
- Paged
- Re-assigned
- Received
- Unassigned
- Unschedule Appointment - The appointment time is set to 12:00 AM. The appointment is moved from the schedule board to the Unscheduled Appointments section. See Unscheduled or unassigned appointments.
- Appointment Wizard - Opens the appointment wizard. See Using the appointment wizard for more information.
- New Appointment - Opens the New Appointment/Activity window to create a new appointment based on the current appointment. See Create additional appointments.
Context-sensitive options for technicians on the Schedule Board
Right-click on a technician name to the left of the Schedule board to access the following options:
- New Resource Activity - Opens the Resource Activity window. See Create a resource activity for more information.
- Appointment Wizard - Opens the appointment wizard. See Using the appointment wizard for more information.
- Print Resource Schedule
- Schedule Resource Report
- Report Wizard
- Unschedule All - This option will unschedule all appointments scheduled for this technician.
- Unassign All - This option will unassign all appointments assigned to this technician.
See also: