Scheduling Multi-Day Appointments

Follow these steps to set up multi-day scheduling for a partner:

  1. Launch the Service Schedule Multi-Day form.
  2. Specify this information:
    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.
  3. In the Subject line, specify a subject for the note.

    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
  4. Click Notes to launch the modal Notes form.
  5. Click View to view a linked form filtered for the selected source.
  6. Optionally, click Preview to view the proposed appointment schedule on the Multi-Day Scheduling Preview form. Click Accept.
  7. Optionally, click Cancel to close the form without saving.