Service Appointment Management has two key functions which allows you to manage Service Appointments that have been scheduled for your Participants:
Bulk update Service Appointments.
Match Service Resources (Support Workers) to Service Appointments.
Available in this article:
Accessing Service Appointment Management
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Global Filter | Description |
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Distance | Filter Service Resources (Support Workers) within a specified range of the Service Appointment Location. This uses the Suburb Postcode Location field on the Work Order to determine the Location of the Service Appointment. This uses the Location field on the Service Resource to define the Location of the Service Resource. If the Distance reads “0”, then a Location has not been added to the Service Resource Record.
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Match Skills | Filter by Skills which you can see in the Skills column of the Match Resource table.   Image Removed Image Added |
Attribute Match | Filter by a percentage of Attributes that you would like to match for Service Appointments. | Info |
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For example, if a Service Resource Record has a field for Languages and the Participant speaks a specific language, under Manage Preferences on the Contact Record you can specify Languages = French which will then feed into the Service Appointment Management to help facilitate scheduling to a suitable resource. |
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Preference | Filter based on the Resource Preference that has been assigned to a Service Resource in relation to a specific Participant. Required means the Service Resource must be scheduled to the Participant. Excluded means the Service Resource must not be scheduled to the Participant. Preferred means the Service Resource is the preferred option when scheduling for this Participant.
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Note that in the Preference column of the Match Resources table, you can click the badge to update the Preference, so if you find suitable resources you may want to update them to Preferred so they're easier to find next time. |
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Employment Status | Filter based on the Employee Status which is a field on the Service Resource Record. | Info |
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This filter is to help you target Full Time and Part Time workers to assign Service Appointments before looking at your Casual workforce. |
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FILTER | DESCRIPTION |
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Include Duplicate Work | Show Service Resources even if they have Booked = Yes. |
Don’t Match Goal | Show Service Resources regardless of whether the Goal on the Work Order matches to the preferences on the Participant Record.   |
Min Available Services (Day) | Filters for the minimum Available Services that the Service Resource can deliver on the day, this corresponds with the Workload column. |
Min Available Hours (Day) | Filters for the minimum Available Hours that the Service Resource can deliver on the day, this corresponds with the Day Availability column. |
Min Available Hours (Week) | Filters for the minimum Available Hours that the Service Resource can deliver in the week, this corresponds with the Week Availability column. |
Min Available Hours (Month) | Filters for the minimum Available Hours that the Service Resource can deliver in the month, this corresponds with the Month Availability column. |
Match Following Skills | Filters for specific Skills, useful in the scenario where some Skills are more important than other Skills. |
Match Following Attributes | Filters for specific Attributes, useful in the scenario where some Attributes are more important than other Attributes. |
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