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Schedule 2023 (6.0)

All Help Documentation

Schedule 2023 (6.0)

Main

All Help Documentation

Main

What's New in Schedule Fall 2023

Release Notes

09/24 Readme
05/24 Readme
04/24 Readme
02/24 Readme for Time Compatibility
01/24 Readme for Time Compatibility (Signature 2023)

11/23 Fall 2023 Release Readme

Requirements and Compatibility
Upgrading and Installing Schedule
Installation Notes
New Features
Issues Fixed

Installation and Upgrade Guide

System Requirements and Compatibility
Additional Installation Information
Installing Schedule
Upgrading Schedule
Viewing the K2A Service Library Event Log
Uninstalling Schedule

User Guide

Schedule Overview

Viewing the Schedule Board
Appointments and Appointment Types
Context-Sensitive Menus
Icons and Buttons
Locating a Record Using Find
Viewing Your User Profile
Changing Your Schedule Password
Logging out of Schedule
Filtering and Sorting Data

Setting Up Schedule

Administration Setup

Setting up Users
Working with Roles
Processing Requests
Setting up XOi Integration
Setting Up Resource Options

General Setup

Setting up Company Options

Setting Up Schedule Configuration
Setting Up Schedule Colors
Displaying Service Call, Appointment, & Equipment Form Fields

Setting up Global Options

Map View Setup

Geocoding Service Locations and Technician Locations

Setting up Geocoding for Service Locations
Setting up Geocoding for Technician Starting Locations

Setting Up Vehicles
Setting Up Mapping Options

Report Setup
Email Notification Setup

Schedule Configuration (optional)

Schedule Metadata

Grid Configuration

Adding a Column to a Grid
Grid Column Formatting
Column Filtering
User-Defined Field Configuration
Setting up a Field to Display in Schedule Service Call & Appointment Form Fields Settings

Appointment Label and Tooltip Configuration

Adding Appointment Description to Mouse-Over Tooltip
Adding Cost Code Alias to the Tooltip or Job Appointment Bar
Adding Service Call Description with a Label
Adding Service Call Description Without a Label
Altering the Resource Data Shown in the Timeline View

Example: endPoint List
Example: Appointment Property List
Example: Additional User-Defined Fields
Example: Modified schedulerControl.js

Building Optimization Broker Settings

Using the Schedule Board

Double-booking and Appointment Conflicts
Changing the Schedule Board View
Changing Companies

Working with Appointments and Service Calls

Using the Appointment Wizard
Making Appointment Changes on the Schedule Board
Viewing/Editing Job Appointment Details
Viewing/Editing Service Appointment Details
Creating a Service Call
Viewing/Editing the Service Call
Viewing Service Call Timestamps
Viewing Appointment History
Viewing Service Call Tasks
Notifying Customers via Email
Creating Additional Appointments
Completing Appointments
Unscheduled or Unassigned Appointments
Using the Date/Time Picker

Working with Related Appointments and/or Resource Activities

Reschedule a Block of Appointments
Split a Block of Appointments
Delete a Block of Appointments

Processing Service Requests from Building Optimization Broker

Working with Resources

Adding Technicians to the Schedule Board
Viewing Resource Details
Unscheduling/Unassigning Resources
Identifying Over-allocated Resources
Creating a Resource Activity
Viewing/Changing Resource Activities

Viewing Reports

Working with the Job Panel

Printing the Job Schedule by Cost Code report

Working with Purchase Orders
Working with Notes and Attachments

Using the Customer Hub

Working with Customers

Viewing the Customer Tab
Creating a New Customer

Working with Locations

Viewing the Location Tab
Creating a New Location

Working with Equipment

Viewing the Equipment Tab
Creating New Equipment or Component Equipment
Editing Equipment and Component Equipment

Viewing the Open Appointments Tab
Viewing the Service Calls Tab
Working with the Contacts Tab
Working with the Contracts Tab
Viewing the Jobs Tab

Using the Map View

Viewing Appointments on the Map
Viewing Appointment Details
Viewing and Optimizing Routes
Viewing Unscheduled/Unassigned Appointments on the Map
Using Drawing Tools on the Map
Resetting Technician Starting Locations

Troubleshooting

Appointment Start Date Field is Missing
Clearing the Application Cache
Clearing the Customer Hub Cache
Geocode was Not Successful for <Service Call>
Google Maps Error Messages
Refreshing Tooltip Content
Resetting the Grid
Schedule Board isn't Updating
Resource Has an Invalid Current Location
Error Occurred During the Registration Check

PDF Downloads

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Schedule 2023 (6.0)

On this Page

User Guide

Schedule Overview

Viewing the Schedule Board
Appointments and Appointment Types
Context-Sensitive Menus
Icons and Buttons
Locating a Record Using Find
Viewing Your User Profile
Changing Your Schedule Password
Logging out of Schedule
Filtering and Sorting Data

Setting Up Schedule

Administration Setup
General Setup
Map View Setup
Report Setup
Email Notification Setup
Schedule Configuration (optional)
Building Optimization Broker Settings

Using the Schedule Board

Double-booking and Appointment Conflicts
Changing the Schedule Board View
Changing Companies
Working with Appointments and Service Calls
Working with Resources
Viewing Reports
Working with the Job Panel
Working with Purchase Orders
Working with Notes and Attachments

Using the Customer Hub

Working with Customers
Working with Locations
Working with Equipment
Viewing the Open Appointments Tab
Viewing the Service Calls Tab
Working with the Contacts Tab
Working with the Contracts Tab
Viewing the Jobs Tab

Using the Map View

Viewing Appointments on the Map
Viewing Appointment Details
Viewing and Optimizing Routes
Viewing Unscheduled/Unassigned Appointments on the Map
Using Drawing Tools on the Map
Resetting Technician Starting Locations

Troubleshooting

Appointment Start Date Field is Missing
Clearing the Application Cache
Clearing the Customer Hub Cache
Geocode was Not Successful for
Google Maps Error Messages
Refreshing Tooltip Content
Resetting the Grid
Schedule Board isn't Updating
Resource Has an Invalid Current Location
Error Occurred During the Registration Check

Pagination

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Schedule Overview

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Feature Requests
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Support Lifecycle Policy
Enhancements by Release

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