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  • The schedule will default based on the schedule that has been configured on the Agreement Item related to the selected Support Item.

  • Start Date and End Date represents the timeframe that Service Appointments will be created for based on the selected Service Frequency and Days of the Week.

  • Service Appointment Start Time and Service Appointment End Time is the timeframe for delivering the Service Appointment on any of the scheduled days.

  • Priority will be factored into auto-scheduling rules when finding suitable resources for the Service Appointment.

    • Note:This is not used if you assign a Service Resource through Work Order Management but might be used if a Service Resource becomes unavailable and you need to find a new Service Resource.

  • Service Frequency defines the recurring schedule for creating the Service Appointment.

  • Repeat Every will define how often to create the Service Appointments. Example:

    • Repeat Every 1 Week will repeat the Service Appointments every week.

    • Repeat Every 2 Weeks will repeat the Service Appointments every fortnight.

  • Days of The Week defines the days of the week to schedule the Service Appointments.

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If more than one Support Item is selected, you will see the Service Duration section under the Schedule Service Appointments step of the wizard. This section allows you to specify the Start Time and End Time of the selected Support Items so that Invoice Line Items can be created with the correct Quantity.

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Summary

Step 4 of the Work Order Management wizard provides a preview of the services that have been scheduled, the associated costs compared to available funds and allows you to assign Service Resources.

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