Procedures

Service Calls can be scheduled from either the Call record itself or from the Resource Console

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Schedule a Service Call from Call Form

From a Service Call

1. Open a Call record and click the Schedule / Time Bill tab
2. In the Schedules grid, click the ADD icon to open a new Dispatch Schedule record
3. In the Dispatch Schedule form add the following details:
   • Resource – This is the User that will be doing the work.  Only Users with the job role TECHNICIAN will be listed
   • Start – The date and time the work will begin
   • End – The date by which the work must be completed
   • Comment – Additional information required for the Technician
4. Click the SAVE icon

After a Call is scheduled, note the following:

• The Call is visible on the Resource Console and in the Service Overview workflow Scheduled Calls bucket
• The Call can be manually dispatched or can be automatically dispatched to the User based on your system setup