Setting Scheduling Parameters

Assign Lead Partner

Select this check box to assign the partner dispatched on an appointment as the lead partner of the SRO.

Dispatch Event Code

Select the code to use with an event when an appointment is linked to an incident.

Partner Start Address

Select the address to help the Map form determine the starting point when plotting a route.

Partner End Address

Select the address to help the Map form determine the ending point when plotting a route.

Default Scheduling Method

Select the method to use when entering a new appointment: Single-Day or Multi-Day.

For more information, see Scheduling Method.

Suppress Scheduling Inventory Shortage Alerts

Select this check box if you want to suppress the inventory shortage alert message. Clear this check box if you want the system to check for inventory shortages when scheduling is performed, and send an alert message if a shortage is detected.

Display for Partner

Select the method to use to display partner information.

Header Date Format

Select the format to use to display the date when the view mode is set to Partner/Days, Work Week, or Partner Day/Time.

For details regarding the syntax for a custom format, see Setting the Header Date Formats.

Partner ID: #PartnerID# (#PartnerName#)

Has been assigned to #RefType# #RefNum#: #Description#

Appointment is scheduled for #ApptStartDate#

Auto Refresh

Select this check box to perform a local appointments search each time a user selects a new appointment.

Include Appointments

Select this check box if you want the system to look for other work that is already scheduled with an appointment already created.

Include Future Service

Select this check box if you want the system to look for other service orders that have been created but have not been scheduled. If you select this check box, specify these additional parameters:

• Select Unassigned Only to only search for future service orders that do no have a lead partner assigned.
• Select Include Line if appointments are scheduled for each individual line on a service order.
• Select Include Operation if appointments are scheduled for each individual operation on a service order line.

Include Maintenance

Select this check box if you want the system to run the Service Order Automatic Generation Utility and Contract SRO Generation Utility to search for maintenance SROs that have not yet been created.

Days to Look Ahead

Specify a number of days to look ahead for work.

Region

Select the region in which to look for work.

SRO Type

Select the SRO types to be included in the filter. For each type, click Add to add the type to the group box to be considered in the search. If this field is left blank, all SRO types are included.

From Current Appointment

Select the check boxes for the information you want to use from the current appointment when looking for other work.