Scheduling Multi-Day Appointments

Source

Select the source of the work to be performed by the partner.

Partner

Select the partner for whom to set up the schedule.

Substitute

Specify the substitute partner to use if the assigned partner is not available.

Appointment Type

Select the type of appointment for the partner. Appointment types are user-defined codes maintained on the Service Appointment Types form.

Appointment Status

Select the status of the appointment.

Appointment Start

Select the start date for the schedule.

Method

Select the method to use for assigning a partner to a task. Valid options are:

Method	Description
Finite	Starting from the start date and time entered on the Multi-Day Scheduling form, the scheduling engine will schedule the partner for a certain number of days into the future. The engine will not schedule the partner for more hours than they are available to work.
Infinite	Starting from the start date and time entered on the Multi-Day Scheduling form, the scheduling engine will schedule the partner for a certain number of days into the future. The engine will schedule the partner for more hours than they are available to work.

Hours

Specify the number of hours that a partner is to be scheduled for work on a particular task.

Minimum Hours Per Day

Specify the minimum amount of consecutive time that must be available before the task can be scheduled.

Maximum Hours Per Day

Specify the maximum amount of time to schedule in a day for the task.

Description

Specify a description of the work to be done.

The Source Information group box shows this information derived from the source incident or SRO:

• Description
• Customer
• Ship To
• Priority
• Open Date
• Status
• SRO Type