Procedures

Service Calls can be scheduled from either the Call record itself or from the Resource Console

2:04

Schedule a Service Call from Call Form

From a Service Call

1. Open a Call record and click the Schedule / Time Bill tab
2. In the Dispatch Schedules grid, click the Add icon to open a new Dispatch Schedule record
3. In the Dispatch Schedule form add the following details:
   • User ID – This is the User that will be doing the work.  Only Users with the job role TECHNICIAN will be listed
   • Start – The date and time the work will begin
   • End – The date by which the work must be completed
   • Comment – Additional information required for the Technician
4. Click the Save icon

After a Call is scheduled, note the following:

• The Call is visible on the Resource Console and in the Service Overview workflow scheduled Calls bucket
• The Call can be manually dispatched or can be automatically dispatched to the User based on your system setup

From Resource Console

3:47

Schedule a Service Call from Resource Console

1. Go to Projects > Resource Console and click the Edit icon
2. Click the Calendar icon, and select the date for the Call.  This moves the position of the Calendar grid to the selected date
3. In the Dispatch Queue tab, highlight the Call you want to schedule, then drag your mouse across the time frame in the Calendar grid
4. Click the Save icon