Using the Scheduling Board

Use the Scheduling board on the Service Schedules form to view and make appointments.

Follow these steps to use the Scheduling board:

1. Specify this information to filter the Scheduling board:

   View

   Select the layout to use for displaying data on the Service Schedules form. This is a hardcoded list of supported displays.

   Profile

   Select a profile to control how and what is displayed. Profiles can be created and maintained on the Service Schedule Profiles form.

   Partners

   Select a filter method to control the partner information displayed.

   Color Coding

   Select a category to determine how the colors are displayed on the Scheduling board. Color coding is maintained on the Service Schedule Color Coding form.

2. Select dates on the calendar to view on the Scheduling board.
3. Click Partner Selection to launch the Partner Selection modal form.
4. Click Task Selection to launch the Tasks Selection modal form.
5. Use the Partner Select to reposition the Scheduling board for the selected partner.
6. Select these options from the Actions menu:

   Add Single Day Appointment: Launch the Service Appointments form.

   Add Multi Day Appointment: Launch the Service Schedule Multi-Day form.

   Dispatch Partner: Launch the Service Schedule Dispatch form.

   Quick SRO Create: Launch the Service Order Quick Create form.

   Quick Incident Create: Launch the Quick Incident Create form.

   Partner Selection: Launch the Partner Schedule Report.

   Task Selection: Launch the Task Selection form.

   Tasks To Be Scheduled: Launch the Tasks Selection form, filtered to show only tasks marked as To Be Scheduled.

   Print Preview: Preview the output that is printed of the Scheduling board.

   Print: Print the Scheduling board output.

   Refresh Schedules: Refresh the Schedules collection and reapply the filters.

   Reload System Data: Reload scheduling parameters and supporting data (department, certification, skills, and partners) that make up the filter lists.

7. Select these options from the Setup menu:

   Display Profiles: Launch the Service Schedule Profiles form.

   Color Coding: Launch the Service Schedule Color Coding form.

   Scheduling Parameters: Launch the Service Scheduling Parameters form.

Right-Click Options

These options are available when you right-click on an appointment in the Scheduling board:

• Reference: Launch the maintenance form to which the appointment is related.
• Copy Appointment: Launch the Service Appointments defaulting the screen with data from the appointment selected to be copied.
• Change Appointment Status: Provides a list of valid appointment status options to which the current appointment will be changed.
• MapPoint: Provide various MapPoint functionality.
• View Appointment By: Launch the Service Appointments form prefilter by the right-click option chosen. Use this option to perform mass data updates and appointment rescheduling.

Tasks/Appointments Grid

On the Tasks To Be Scheduled tab of the grid, use these buttons:

• Close: Hide the grid. To redisplay the grid, click on the Tasks to be Scheduled tab at the bottom of the Scheduling board.
• Edit Filter: Launch the Add Tasks modal form.
• Set Filter from Selected Appointment: Change the filter on the grid to the same city, state, zip, county, country, and region as the selected appointment.
• Select Additional Tasks: Launch the Select Additional Tasks modal form.
• MapPoint: Export the locations to MapPoint for a visual view of the location of each task.
• Refresh: Reload the grid with data obeying the current filter values.

On the Local Appointments tab of the grid, use these buttons:

• Close: Hide the grid. To re-display the grid, click on the Tasks to be Scheduled tab at the bottom.
• Edit Filter: Launch the Scheduling Local Appointments Filter modal form.
• Set Filter from Selected Appointment: Change the filter on the Local Appointments grid to the same city, state, zip, county, country, and region as the selected appointment.
• Refresh: Reload the grid with data obeying the current filter values.

Related Topics

Scheduling by Proximity

Scheduling and Rescheduling Linked Appointments

Scheduling Multi-Day Appointments

Scheduling Single Day Appointments