Setting Up Automatic Resource Scheduling

  1. In the Service Parameters form, select Auto Schedule Resource.
  2. Specify default values for these fields:
    Scheduling Method
    Specify the Scheduling Method to assign to the new appointment.
    Appointment Status
    Specify the status to assign to the new appointment
    Hours
    Specify the default hours to set on the new appointment if the amount cannot be acquired from other sources (see below).
  3. In the Service Order Types form, associate a Lead Time value with the type, so that the Start Date and Time assigned to the new appointment can be offset by a predetermined duration.
  4. In the Service Order Quick Create form, use the Start Date field to change the defaulted SRO Start Date/Time, and thus the Start Date/Time of the appointment.
  5. In this form, optionally clear Auto Dispatch SRO on Copy/Create to override the default value set on the Service Parameters form, for the SRO being created here. This option is only available if the feature is enabled on the Service Parameters form.
    The automatically created appointment is displayed in the grid section of the Schedules tab on the Service Orders form.
  6. Save your changes.