Global Scheduling for Shared Partners

For companies that run a multi-site system, appointments created in one site can be viewed and maintained in a different site.

Scheduled Appointments

The Service Appointments form records the site in which the appointment was originally created. This way, the data replication is duplicated in the correct site.

Global Scheduling of Shared Partners Replication Category

The Global Scheduling of Shared Partners functionality can be utilized by companies that have multiple back office sites but one group of technicians who perform service work for both. This replication category is intended to replicate tables related to both Appointment and Partner. The replication rule interval should be set to Transactional.

Note: The appointment reference is not replicated. It is recommended that companies that require cross-site access to the appointment reference implement scheduling by incidents and configure the system for Global Incidents.

Because the Warehouse, Department, Work Code, and Misc Code values are optional for partner setup, they are not included in the Global Scheduling replication category. Companies that populate this information on the partner must take appropriate measures to ensure the data exists in both sites. This can be done by implementing manual data entry processes or by leveraging standard replication by creating a custom category referencing the tables to be replicated.

Incidents can be created for schedules to aid in Global Scheduling. Details about the appointment and the incident to which it is associated can be maintained globally when the appropriate replication categories are enabled.