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Schedule 2023 (6.0)
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All Help Documentation
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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
Breadcrumbs
Schedule 2023 (6.0)
User Guide
Using the Customer Hub
On this Page
Working with Locations
Viewing the Location Tab
Creating a New Location
