Setting Up Schedule Configuration

In Schedule, select the menu icon and then select Settings.
In Company Options under Schedule Configuration, complete the following fields, as needed:
- Schedule Days to Retrieve on Load (1-14)
  Enter the number of schedule days to display.
- Unscheduled Days Forward to Retrieve on Load (1-60)
  Enter the number of unscheduled days forward to display.
- Unscheduled Days Back to Retrieve (1-180)
  Enter the number of unscheduled days back to display.
- Time View Bar Height (pixels 17-200)
  Enter the height of the resources rows that display on the schedule board.
- Show Technician Vendors
  Mark to include technicians who are also set up as vendors in Signature. This option defaults to marked. To limit the technicians to non-vendors, unmark this option.
- Week View
  - Number of Days in Week View
    Enter the number of days to display in the Week View.
  - Skip Saturday/Sunday
    Mark the checkbox next to the weekend days to not display on the schedule.
- Default Appointment Start Time and Status
  - Default Start Time: Enter the default start time to use when creating new service appointments, job appointments, or resource activities.
    - Appointment Wizard or New Resource Activity when accessed from right-clicking on a Resource.
    - New Service Appointment or New Job Appointment windows by right-clicking on an existing appointment on the Schedule Board or in the Customer Hub and selecting New Appointment from the context menu.
    When right-clicking in a time cell on the Schedule Board, the Appointment Wizard and New Resource Activity start time will default to that time slot time.
  - Default Status: Select the default Appointment Status to use when manually creating new appointments (or new schedule appointments from a new service call).
    
    When opening the appointment form, appointment wizard, the status will default to the status chosen in this setting. The only time that DEFAULT will show in the appointment status list on the wizard or on a new appointment is when the new status option is set to DEFAULT.
- Schedule Visible Hours
  Enter the start and end times to display on the schedule. Users can also set up their own visible hours from the User Profile window. If the user's settings are not set up, the company-level visible hours are used. See Viewing Your User Profile.
- Automatic Status Assignment (Drag & Drop)
  Select the status to automatically update after dragging from the Unscheduled grid to the schedule board for the following options. If the option is left blank, the status will not automatically update.
  - Unassigned Update
  - Unscheduled Update
  - Scheduled Update
    If this status is left blank, the appointment will default back to the Default Status (above).
  - Unschedulable Status
    This status applies to dragging to the schedule board as well as within the schedule board.
    Two examples:
    - Unschedulable Status set to Waiting for Parts, this will prevent this appointment from being dragged to the schedule board. The status would have to be manually updated in appointment details and then dragged.
    - Unschedulable Status set to Closed - This will prevent the closed appointment from being dragged to a different time slot or resource.
  - Mapping Options
    See Map View Setup.
Select Save.