Use the
Reschedule Appointments form to change an
appointment scheduled for a partner.
Information
entered on this form affects all current appointments displayed on the
Service Appointments form.
You can perform mass data updates by assigning a new partner or
appointment status.
- Launch the
Reschedule Appointments form by clicking
Reschedule Appointments
on the
Service Appointments form.
-
Specify this information for the appointment:
- Partner
- Select a valid partner from the list if the intention is to
change all appointments from their current partner to a new one.
- Appointment Status
- Select a valid appointment status from the list if the
intention is to change all appointments from their current status to a new one.
- Move Appointments by at Least
- To move all appointments by the same amount, specify a
quantity of time in which to move them. Use this field to move a group of
appointments.
-
The schedule method is displayed. The method can be infinite or
finite.
-
Select
Use Partner Available
Hours if the rescheduling algorithm should observe the hours per
day designated for the scheduled partner.
-
Select
Use Work End of Display
Profiles if the rescheduling algorithm should observe the work ends
designated on display profiles to avoid after hours assignment.
-
Click
OK to complete the
rescheduling.
-
Click
Cancel if you do not want
to reschedule the appointment.
After you click
OK, the appointments in the
main grid are marked as modified. You can review the changes prior to saving.
If
you do not save on the
Service Appointments form, you can discard the
changes.