From Resource Console
Service Calls can be scheduled from either the Call record itself or from the Resource Console
- Go to Projects Main Menu > Resource Console and click the EDIT icon
- Click the Calendar icon, and select the date for the Call. This moves the position of the Calendar grid to the selected date
- In the Dispatch Queue tab, highlight the Call you want to schedule, then drag your mouse across the time frame in the Calendar grid
- 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