Note: The calendar-based scheduling functionality
is available only if the Calendar-based Assignments feature is enabled for your
environment.
Open a service request in the Service Request InfoViewer.
Select the Inspection tab and click
Edit.
Optionally, specify an employee ID in the Inspector field.
Click the Schedule button next to
the Inspector field.
The Resource Calendar popup opens. If you specified an
employee ID before clicking Schedule, the popup shows that employee's calendar. If you did not
specify an employee ID, you can look up employees.
To look up employees, enter your criteria in the search fields above the
calendar and click Search.
To schedule an assignment, select the time slot in the weekly calendar
view.
You can drag and drop to reschedule assignments.
Note: You can also
see a monthly view of an employee's calendar on the Month tab, but the information on this tab
is display-only. Use the Week tab
to schedule assignments.
Click Select.
The assignment is added to the employee's calendar and the Scheduled Start and Scheduled Finish fields in the InfoViewer
are updated based on your selection.
Click Save in the InfoViewer.
You must save the current record to finish scheduling the calendar
assignment.