Versions Compared

Version Old Version 3 New Version Current
Changes made by

Matt Romeo

Matt Romeo

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Service Appointment Management has two key functions which allows you to manage Service Appointments that have been scheduled for your Participants:

  1. Bulk update Service Appointments.

  2. Match Service Resources (Support Workers) to Service Appointments.

Available in this article:

Table of Contents

...

Accessing Service Appointment Management

...

Info

The Match Resources (or Get Candidates) feature allows you to find suitable Service Resources (Support Workers) to assign to Service Appointments.

To make the Match Resources (or Get Candidates) button available on the Service Appointment Management interface, you must set the filter Search Appointments without Assigned Resources to TRUE.

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.

Warning

If a Preference Record is not created for a Service Resource they will not appear in the Match Resource feature.

The Time Slots can be added to a Preferences Record related to the Service Resource to define when they're 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 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.

Match Skills

Filter by Skills which you can see in the Skills column of the Match Resource table.

  • Required Skills are assigned to a Contact via the Manage Preferences quick action on a Contact Record.

  • Skills are assigned to a Service Resource via their Service Resource Record.

Image RemovedImage Added

Attribute Match

Filter by a percentage of Attributes that you would like to match for Service Appointments.

  • Attributes allow you to match Participants to specific fields on a Service Resource Record.

  • Attributes are assigned to a Contact via the Manage Preferences quick action on a Contact Record.

Info

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.

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.

Info

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.

Employment Status

Filter based on the Employee Status which is a field on the Service Resource Record.

Info

This filter is to help you target Full Time and Part Time workers to assign Service Appointments before looking at your Casual workforce.

...

FILTER

DESCRIPTION

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.

  • When creating a Work Order you're able to specify a Goal related to the services delivered.

  • When using the Manage Preferences quick action on a Contact Record you can specify if a Resource Preference relates to a specific Goal.

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.

...