Skip to main content

Schedule 2018 (2.0)

All Help Documentation

Schedule 2018 (2.0)

Main

All Help Documentation

Main

Schedule Readme and Installation Guide 2.18

New Features & Fixes
Compatibility
System Requirements
Install Schedule Prerequisite Files
Install the Schedule Web Service and Application
Log into Schedule
Upgrading Schedule
Uninstalling Schedule

Schedule User Guide

Overview

Viewing the schedule board
Appointments and appointment types
Context-sensitive menus
Icons and buttons

Setting up Schedule

Administration setup

Processing requests
Setting up users
Working with roles

General setup

Setting up global options
Setting up company options

Map View setup

Setting up mapping options
Setting up resource options
Setting up vehicles

Report setup
Email notification setup
Setting up the ServiceChannel integration

Using the Schedule Board

Filtering and sorting in Schedule
Real-time changes to the schedule board
Refresh the schedule board
Double-booking and appointment conflicts
Change the schedule board view
Changing companies

Working with appointments and service calls

Editing appointments and service calls
Create additional appointments
Completing appointments
Unscheduled or unassigned appointments
Using the appointment wizard
Notifying customers via email

Working with resources

View resource details
Unschedule or unassign resources
Identify over-allocated resources
Create a resource activity
View or change resource activities

Viewing reports
Working with notes and attachments

Using the Customer Hub

Working with customers
Working with locations
Working with service calls

Working with Service Requests

Accessing the Service Requests tab
Accepting or rejecting a service request
Mapping customer information
Creating a new customer and/or new location
Working with NTE service requests
Creating a service call
Viewing/editing a service call
Receiving Dispatcher email notifications

Using the Map View

Viewing appointments on map
Viewing appointment details
Viewing and optimizing routes
View unscheduled/unassigned appointments on map

Troubleshooting

Not seeing added column in grid
Resource has an invalid current location
Schedule board isn't updating
System seems slow

Breadcrumbs

Home
Schedule 2.0

On this Page

Schedule User Guide

Schedule 2018 (2.0) User Guide.pdf

Overview

Viewing the schedule board
Appointments and appointment types
Context-sensitive menus
Icons and buttons

Setting up Schedule

Administration setup
General setup
Map View setup
Report setup
Email notification setup
Setting up the ServiceChannel integration

Using the Schedule Board

Filtering and sorting in Schedule
Real-time changes to the schedule board
Refresh the schedule board
Double-booking and appointment conflicts
Change the schedule board view
Changing companies
Working with appointments and service calls
Working with resources
Viewing reports
Working with notes and attachments

Using the Customer Hub

Working with customers
Working with locations
Working with service calls

Working with Service Requests

Accessing the Service Requests tab
Accepting or rejecting a service request
Mapping customer information
Creating a new customer and/or new location
Working with NTE service requests
Creating a service call
Viewing/editing a service call
Receiving Dispatcher email notifications

Using the Map View

Viewing appointments on map
Viewing appointment details
Viewing and optimizing routes
View unscheduled/unassigned appointments on map

Troubleshooting

Not seeing added column in grid
Resource has an invalid current location
Schedule board isn't updating
System seems slow

Pagination

Previous Page

Uninstalling Schedule
Next Page

Overview

Legal Declarations
Contact Information
Feature Requests
Customer Portal
Support Lifecycle Policy
Enhancements by Release

Copyright WennSoft
Powered by Scroll Sites & Atlassian Confluence