Additional Ways to Use the Scheduling Board

Right-Click Options

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

  • View Source: Launch the maintenance form to which the appointment is related.
  • Copy Appointment: Launch the Service Appointments form, 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.
  • Map: Provides various mapping functionality. See below for additional information.
  • Change Source Status: Provides a list of valid reference status options to which the current appointment reference will be changed.
  • Add Material: Launch the Service Order Material Data Collection form.
  • Add Labor: Launch the Service Order Labor Clock Off form.
  • Add Miscellaneous: Launch the Service Order Transactions form.
  • Add Miscellaneous : Launch the Service Order Transactions form.
  • 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.
  • Local Appointments: Open the Local Appointments tab at the bottom of the form.
  • Local Tasks To Be Scheduled: Open the Tasks To Be Scheduled tab at the bottom of the form.

Map Right-Click Options

Use these right-click options with the Map form:

  • Export All: Exports all partners' appointments currently in view as pushpins.
  • Clear Map: Removes all routes and pushpins from the map.
  • Export Selected Partner's Route: Adds the current partner's appointment locations to the map.
  • Add This Record: Add the currently selected appointment as a pushpin.
  • Add Selected Partner's Records: Adds the currently selected partner's appointments from the map.
  • Import Selected Partner's Route: Imports each appointment location in order from the map. The first appointment is set to the earliest start date. A running total for the day is accumulated, including the duration of each route leg. If the total exceeds the current partner's work day, the start date for the next appointment is adjusted.
  • Export All Partners Current Locations: Adds all partners' current GPS locations as pushpins.
  • Export Current Partner Current Location: Adds the currently selected partner's GPS location as a pushpin.
  • Export Current Partner Location History: Adds all GPS locations for the selected partner for the selected date as pushpins.

Tasks To Be Scheduled

On the Tasks To Be Scheduled tab of the grid, this information is displayed:

  • SRO reference, line, operation, and type
  • Transaction and description
  • Open date
  • Start/due date
  • Customer name and number
  • Ship To number, name, and address
  • Department

Use these buttons on the tab:

  • Close: Hide the grid. To re-display 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, which is used for adding a specific SRO, SRO line, SRO operation, SRO transaction, or incident to the To Be Scheduled Tasks list. The record chosen can fall outside the pre-defined To Be Scheduled Tasks filter.
  • 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.

Local Appointments

On the Local Appointments tab of the grid, this information is displayed:

  • Appointment Start: The starting date of the work
  • Reference Information: The reference information from an appointment or service order information for future work
  • Status: Working or Appointment Status Code
  • Partner Number and Name: Partner that is currently scheduled to perform the work
  • Description: Appointment description
  • Customer Name and Ship To: Customer address information
  • Unit and Item: Information associated with the work to be performed

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 Service Schedule 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
Using the Scheduling Board