Create a Follow-Up Appointment or New Service Call
To schedule more work for another time, you can create a follow-up appointment for an existing service call or a new follow-up service call. After creating a follow-up service call, you have the option to schedule the appointment. For example, you are working at a customer site and you notice something else that needs to be fixed but you are missing the spare part. You must have Create enabled for the msdyn_workorder entity in the Woodford project to create new service calls. If you don’t have this enabled, you won’t see the option to create a follow-up service call.
IMPORTANT: The pending appointment and/or service call can be edited or deleted if you have not synced your device. After syncing the device, you will have to contact the back office to edit or delete call. The appointment can be edited after syncing.
A follow-up appointment and/or service call can be created from the:
Window | |
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Appointment form |
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Appointment Completion |
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Appointment list from the Customer form |
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Service Call form |
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Create a New Service Call from an Appointment
You can create a new follow-up service call from an existing appointment. You can also schedule an appointment for the new service call after saving the service call.
To create a new service call:
Select Appointments.
Select the appointment and select More (or Time In).
Select New Service Call.
Enter or review the following information:
Service Call Number: This read-only field displays PENDING.
Account (required): The customer account auto-populates from the current appointment.
Reported By: Select the contact who is reporting the issue.
Problem Type: Select the problem type. Depending on the call type, this field may be required.
Call Type (required): Select the call type.
Status (required): This read-only field displays the status as Unscheduled.
Customer PO Number: Depending on the customer setup, you may be required to enter a purchase order number.
Problem Equipment: Select the equipment the service call is for.
Parent Service Call: Displays the service call ID for the current appointment.
Note: You can select a different service call that is on your device to be the parent service call.Description: Enter a description for the new service call.
Select Save.
A pop-up window displays asking if you want to create an appointment for this service call.
No: Select No to only create the service call. The back office will need to create the appointment.
Yes: Select Yes to open the Appointment form to enter the scheduling information. The Start/End defaults to the current date/time. The status of the new service call is updated to Scheduled. Select Save.
Sync your device.
Create a Follow-Up Appointment When Completing an Appointment
The new appointment is created for the existing service call.
Select Appointments.
Select the appointment and select More.
Select the Complete icon.
In the pop-up window, select Complete and Create New.
On the Appointment form, complete the following:
Assign to Me: This defaults to on. Your name displays in the Technician field. If you turn this off, you must select a different technician. There is not an Unassigned option to select.
Start/End: The Start and End date/time default to the current date/time. You can edit this.
Duration: The Duration defaults to 1 hour. You can edit this information.
Save and then Sync your device. The current appointment is completed and the new appointment information is sent to WennSoft Service.
Create a Follow Up Appointment or New Service Call from the Customer’s Appointment List
You can create a follow-up appointment or a follow-up service call from the Appointment List available on the Customer form.
Create a New Service Call
Select Customers.
Select the customer.
Select the Appointments tab.
Select the appointment.
From the action menu, select New Service Call.
Enter or review the following information:
Service Call Number: This read-only field displays PENDING.
Account (required): The customer account auto-populates from the current appointment.
Reported By: Select the contact who is reporting the issue.
Problem Type: Select the problem type. Depending on the call type, this field may be required.
Call Type (required): Select the call type.
Status (required): This read-only field displays the status as Unscheduled.
Customer PO Number: Depending on the customer setup, you may be required to enter a purchase order number.
Problem Equipment: Select the equipment the service call is for.
Parent Service Call: Displays the service call ID for the current appointment.
Description: Enter a description for the new service call.
Select Save.
A pop-up window displays asking if you want to create an appointment for this service call.
No: Select No to only create the service call. The back office will need to create the appointment.
Yes: Select Yes to open the Appointment form to enter the scheduling information. The Start/End defaults to the current date/time. The status of the new service call is updated to Scheduled. Select Save.
Sync your device.
Create a New Appointment for Existing Service Call
Select Customers.
Select the customer.
Select the Appointments tab.
Select the appointment.
From the action menu, select New Appt.
On the Appointment form, complete the following:
Assign to Me: This defaults to on. Your name displays in the Technician field. There is not an Unassigned option to select.
Start/End: The Start and End date/time default to the current date/time. You can edit this.
Duration: The Duration defaults to the original appointment’s duration. You can edit this information.
Save and then Sync your device. The new appointment information is sent to WennSoft Service.
Create a New Service Call from an Existing Service Call
You can create a new follow-up service call from an existing service call. You can also schedule an appointment for the new service call after saving the service call.
To create a new service call:
Select Appointments.
Select the appointment and select More (or Time In).
Select the service call number hyperlink.
Select New Service Call.
Enter or review the following information:
Service Call Number: This read-only field displays PENDING.
Account (required): The customer account auto-populates from the current appointment.
Reported By: Select the contact who is reporting the issue.
Problem Type: Select the problem type. Depending on the call type, this field may be required.
Call Type (required): Select the call type.
Status (required): This read-only field displays the status as Unscheduled.
Customer PO Number: Depending on the customer setup, you may be required to enter a purchase order number.
Problem Equipment: Select the equipment the service call is for.
Parent Service Call: Displays the service call ID for the current appointment.
Note: You can select a different service call that is on your device to be the parent service call.Description: Enter a description for the new service call.
Select Save.
A pop-up window displays asking if you want to create an appointment for this service call.
No: Select No to only create the service call. The back office will need to create the appointment.
Yes: Select Yes to open the Appointment form to enter the scheduling information. The Start/End defaults to the current date/time. The status of the new service call is updated to Scheduled. Select Save.
Sync your device.