Profile Specific Appointment Defaults

In some companies, more than one user is responsible for the task of scheduling resources. Often, scheduling is segmented by the type of work being performed, and one default appointment status does not facilitate smooth work flow processes. Appointment fields on the scheduling profiles let you assign the default values at a user/profile level.

Profiles

You can assign an Appointment Type, Appointment Status, and Appointment Duration (in hours) for each profile configured for scheduling. Appointment type and status are user-definable code tables that can be maintained using the right-click Details button on this form. Any value set in each of these fields is pulled into the Service Appointments form, Service Schedule Multi-Day form, or the Service Schedule Dispatch form during appointment creation.

The system selects which scheduling profile to be used in this order:

  • Default profile for the logged in user.
  • Any other profile for the logged in user.
  • Default profile for the public user.
  • Any other profile for the public user.
Note:  The appointment default hours are only used if the duration of the incident/SRO operations (assuming the appointment is associated to an incident or SRO) are not populated. In other words, the duration calculation should behave as it did prior to this enhancement when the appointment references an SRO or incident.

Auto Dispatching

When an SRO is created from an incident (where the owner is populated) and the Auto Dispatch parameter is enabled, the appointment type and status are set from the public profile.

Service Mobile

The default values for appointment type, status, and hours within mobile are based on the values set on of the public default level.