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Viewing Unscheduled/Unassigned Appointments on the Map

In Schedule, you can view an unscheduled or unassigned appointment quickly on the map by either right-clicking on the specific appointment or by choosing the Map View button on the horizontal navigation bar at the top of the Schedule window.

When you open the Map and Route Resources window, all appointments assigned for the current date are displayed, regardless of the view displayed on the Schedule Board. All unassigned appointments currently available in the unscheduled appointments grid on the Schedule Board are also displayed, with the map centered on the unassigned and unscheduled appointments.

After you select a resource to route, their unscheduled appointments will be added to the map view.

  1. In Schedule, to open the Map and Route Resources window:
    • In the Unscheduled section, right-click on an unscheduled or unassigned appointment. Choose View on Map.

      View on Map is always available for appointments where the technician ID is currently set to UNASSIGNED and for unscheduled appointments, where the technician ID is assigned, as long as the map is currently open and filtered for routing that same technician ID. Unscheduled appointments are only displayed when the map is filtered to a single technician.

    • Select Map View in the horizontal navigation bar at the top of the Schedule window.

  2. The Map and Route Resources window opens with the pop-up window with the appointment details displayed over the icon.



See also:

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