Scheduling a service request in the calendar

Note: The calendar-based scheduling functionality is available only if the Calendar-based Assignments feature is enabled for your environment.
  1. Open a service request in the Service Request InfoViewer.
  2. Select the Inspection tab and click Edit.
  3. Optionally, specify an employee ID in the Inspector field.
  4. 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.
  5. To look up employees, enter your criteria in the search fields above the calendar and click Search.
  6. 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.
  7. 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.
  8. Click Save in the InfoViewer.
    You must save the current record to finish scheduling the calendar assignment.