Scheduling Single Day Appointments

Use the Service Appointments form to schedule a single day appointment for a partner. Follow these steps to schedule an appointment:

  1. Specify this information in the Appointment Details section:
    Source
    Specify whether the appointment is related to an incident, SRO, or a miscellaneous task.
    Appointment Type
    Select the type of appointment. Appointment types are user-defined codes maintained on the Service Appointment Types form.
    Appointment Status
    Select the status of the appointment.
    Partner
    Select the partner to be dispatched.
    Substitute
    When needed, select an alternative partner.
    Appointment Start
    Select the date and time for the appointment to start.
    Hours
    Specify the duration of the appointment in hours.
    Description
    Specify a brief description of the appointment.
    Originating Site
    For multi-site systems, select the site in which the appointment was created.
  2. Specify this information on the Details tab:
    Subject
    Specify a subject for the notes.
    Notes
    Specify information pertinent to the appointment.
    Source Information
    In this section, specify additional information related to the task.
  3. The Team Appointments tab lists all appointments that are associated to the current appointment due to a partner team relationship.

Use the buttons on this form as described here:

  • Click History to launch the Service Appointment Status History modal form.
  • Click View Reference to launch the incident or SRO maintenance form related to the appointment reference.
  • Click View By Source to launch a new Service Appointments form, displaying the referenced appointment information.
  • Click Reschedule Appointments to launch the Reschedule Appointments form. This button is enabled when the Service Appointments form shows more than one appointment record.
  • Click Service Order Transactions to launch the Service Order Transactions form.
  • Click Service Order Work Order Report to launch the Service Order Work Order Report form.
  • Click SRO To Be Invoiced Report to launch the Service Order To Be Invoiced Report form.
  • Click SRO Invoicing to launch the Service Order Invoicing form.
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