Use these tasks to work with resource information in Schedule. At this time, a resource is a technician. Dispatchers are associated with a user profile from Service Management that may be associated with a region and/or a branch. The dispatcher will only see the technicians within that region and/or branch.
Marking technicians in the Resource window to display will update the Schedule Board and the Unscheduled Appointments section with the technicians' appointments.
Context-sensitive options for resource appointments on the Schedule Board
Right-click on a resource appointment on the Schedule Board to access the following options:
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Set Status - Set or update the appointment status.ArrivedClosedComplete - See Completing appointments.DispatchedIn RouteOpenPagedRe-assignedReceivedUnassigned
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Unschedule Appointment - The appointment time is set to 12:00 AM. The appointment is moved from the schedule board to the Unscheduled Appointments section. See Unscheduled or unassigned appointments.
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Appointment Wizard - Opens the appointment wizard. See Using the appointment wizard for more information.
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New Appointment - Opens the New Appointment/Activity window to create a new appointment based on the current appointment. See Create additional appointments.
Context-sensitive options for resources on the Schedule Board
Right-click on a resource name to the left of the Schedule board to access the following options:
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New Resource Activity - Opens the Resource Activity window. See Create a resource activity for more information.
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Appointment Wizard - Opens the appointment wizard. See Using the appointment wizard for more information.
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Print Resource Schedule
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Schedule Resource Report
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Report Wizard
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Unschedule All - This option will unschedule all appointments scheduled for this technician.
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Unassign All - This option will unassign all appointments assigned to this technician.
See also: