Viewing/Changing Resource Activities

You can easily view and change the details of a resource activity.

1. Double-click the resource activity to view or change. The Resource Activity Details window is displayed.
2. You can view and change additional information in these fields.
   • Technician Name
     The technician who is assigned to this appointment.
   • Activity
     The type of activity that is being completed, such as jury duty or training.
   • Appointment Description
     A short description of the activity.
   • Start Date/Time
     The date and time when the appointment was started.
   • Estimated Hours
     The estimated length of the appointment.
   • Appointment Status
     The status of the appointment.
3. You can also choose to Delete the activity.
4. Choose Save.

Change the start time or length of an activity from the schedule board

You can change the time of an appointment by clicking and dragging the appointment bar or by changing the start time, estimated hours, or both in the appointment details window. Double-click the appointment on the Schedule Board to open the Appointment Detail window.

Change the start time of an activity for the same day

1. Choose the activity, holding the left mouse button down to display a pointing finger

   

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2. Move the activity to the new time. The time change is displayed as you drag the activity. When you are finished, release the mouse button.