...
Available in this article:
| Table of Contents |
|---|
...
Accessing Service Appointment Management
You can access the Service Appointment Management tab via the Services App (or other service apps that have been implemented in your organisation) or by searching for Service Appointment Management via the App Launcher.
...
From a Contact Record you have a quick action to Manage Appointments, this will take you to the Service Appointment Management tab with a filter already applied for the Contact you're viewing.
...
Applying Filters
Click on the Add Filters button in the top right of the interface to open up the filter options. You can then add the desired filters and click the Apply Filters button to filter the Service Appointments table.
...
Filter | Description |
|---|---|
Days of the Week | Filter |
Date Range | Filter a specific date range based on the |
Start Time Range | Filter based on the |
End Time Range | Filter based on the |
Service Appointment Number | Filter a specific |
Work Order | Filter |
Contact | Filter for |
Service Agreement | Filter for |
Status | Filter for |
Service Resource | Filter for |
Search Appointments without Assigned Resources | Filter for |
Service Territory | Filter for |
Care Manager / Client Coordinator | This is a field on the |
Workforce Coordinator | This is a field on the |
Work Type | Filter for |
Support Category | Filter for |
...
Bulk Updating Service Appointments
We can bulk update Service Appointments by selecting the records we want to update, using the check action (cross and tick icons) in the right hand column or by selecting Check All which will select all records in the filtered view, and then clicking Update Selected.
...
Click Save when all necessary updates have been applied.
...
Matching Resources
| Info |
|---|
The Match Resources (or Get Candidates) feature allows you to find suitable To make the Match Resources (or Get Candidates) button available on the Service Appointment Management interface, you must set the filter |
Resource Time Preferences
An important part of configuring the Match Resources feature is to ensure that each Service Resource has a Preference Record created on their Service Resource Record. This will define the Time Slots that the Service Resource is available to work.
...
On the Preference Record you will see a section where you're able to configure Time Slots for the Service Resource.
...
Global Filters
In the Match Resources (or Get Candidates) feature you will notice Global Filters are available in the top left corner.
Global Filter | Description | ||
|---|---|---|---|
Distance | Filter
| ||
Match Skills | Filter by
 | ||
Attribute Match | Filter by a percentage of
| ||
Preference | Filter based on the Resource Preference that has been assigned to a
| ||
Employment Status | Filter based on the
|
...
Match Resources Table View
The filters that you applied to Service Appointment Management before clicking Match Resources or Get Candidates will determine the Service Appointments and Contacts you can see in the Match Resources Table View. You will see a tab for each Participant if there are many Participants in your filtered view.
...
| Note |
|---|
Training will be required for your workforce on how to manage the Approach process which will send Suggested Service Appointments which might be confused for actual |
...
Advanced Filters
When you click into a Service Appointment you will see the option for Advanced Filters which contains a range of more specific filters which you can use per Service Appointment.
...