Split a Block of Appointments

When multiple appointments are created using the Appointment Wizard, Schedule assigns these appointments a unique Group ID. This allows Schedule to easily identify these as related appointments.

Splitting a group of appointments allows you to move incomplete appointments as of a select date for the entire group.  For example, if you have scheduled a team of resources to be at a job site for two weeks (10 days) and after the first 4 days of work, an emergency comes up where the team needs to be re-routed to a different job, you can split the appointment group and shift out the remaining days of work to begin later in the week or month. 

Splitting an appointment group will result in the new subset of appointments being assigned a new Group ID.    

To split a group of appointments:

1. Access the Related Appointments window from the Service Appointment, Job Appointment, Service Call, or Resource Activity window. 
2. Select the Related Appointments icon.
3. Select By Group ID.

4. In the Related Appointments window, mark the appointments to be rescheduled. You can mark all of the appointments by selecting the checkbox in the same row as the column headers or you can individually mark appointments. 

   

   Completed appointments may not be selected during this process and these will be ignored by the Mark All feature.

5. Select the Split Appointments icon.
6. In the Split Appointments window, edit any of the following defaulted fields:
   • Description
     You can edit the appointment/activity description.
   • Appointment Status
     You can update the appointment status for the selected appointments/activities.
   • New Start Date
     You can use the date/time picker to select the date and/or time for the starting date of the new appointment group OR you can highlight the information in the field and type the date and time.
   • Estimated Hours
     Update the estimated hours as necessary.
   • Days between Appointments
     You can edit the days between appointments if needed.
   • Skip Saturday/Sunday
     You can mark/unmark the weekend days as necessary.
7. Select Split.
8. Confirm that you want to split the appointments.