Scheduling Single Day Appointments

  1. Open the Scheduled Appointments form.
  2. Specify this information in the Appointment Details section:
    Reference
    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 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
    A description of the appointment is displayed by default, based on the associated reference.
    Originating Site
    For multi-site systems, select the site in which the appointment was created.
  3. Specify this information on the Details tab:
    Subject
    Specify a subject for the notes.
    Notes
    Specify information pertinent to the appointment.
    Reference Information
    In this section, specify additional information related to the task.
  4. On the Location tab, specify the address information for the location of the appointment.
  5. The Team Appointments tab lists all of the additional partners linked to the current appointment. You can add or remove partners using the buttons described here:
    • Click Un-Link Appointment to split a team member appointment off from the team, while preserving the original appointment.
    • Click Partner Selection to open the Partner Selection modal form, where you can select additional team members.

Use the buttons on this form as described here:

  • Click History to open the Service Appointment Status History modal form.
  • Click View Reference to open the incident or SRO maintenance form related to the appointment reference.
  • Click Reschedule Appointments to open the Reschedule Appointments form. This button is enabled when the Scheduled Appointments form shows more than one appointment record.
  • Click Service Order Transactions to open the Service Order Transactions form.
  • Click Service Order Work Order Report to open the Service Order Work Order Report form.
  • Click Orders To Be Invoiced Report to open the Orders To Be Invoiced Report form.
  • Click Order Invoicing to open the Order Invoicing form.
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