About Appointments

An appointment is a scheduled task that is assigned to a partner and can be associated with a specific incident or service order.

Using Appointments

Appointments are displayed in the scheduling board on the Schedules form. On that form, you can schedule appointments for service work or for personal time or holidays.

You can schedule multiple appointments against one incident or service order to support multi-day work scenarios or return visits.

Completing an appointment does not complete the associated incident or service order.

Appointment Status

Appointments have their own status that is independent of an incident or service order. These statuses are used for tracking. For example, an appointment could have a status of On-Site if the partner is currently on site working on the incident or service order.

Use the Service Appointment Status Codes form to set up and maintain these statuses.

Appointment Types

On the Service Appointment Types form, set up the codes you want to use to categorize appointments. These user-defined types are used throughout the scheduling functionality.