DCR - Shift Management
- Tim Sweeney
Analytics
Shift Management in Field Service provide the capability to manage resources based on specific Shift Templates and Shift Patterns to help streamline the scheduling process at set Locations.
You can learn more about the standard Shift Management features in Field Service here.
The Maica Field Service Package extends the standard features by connecting a Shift to a Service Appointment to facilitate the client-facing delivery of the Shift.
When a Shift Status is updated to Confirmed, this will trigger a related Service Appointment to be created and assigned to the specified Service Resource.
The Shift Management interface has been built to manage Shift Status and Service Resource assignment in bulk.
Use the Add Filters action at the top of the interface to open a window which allows you to specify and apply filters.
Use the Tick and Cross icons to select/unselect rows to be updated. Use the Check All action to select all rows in view.
Use the bulk update fields at the top of the columns to Apply an update to all selected rows.
Bulk updating the Status in this view to Confirmed, will trigger the creation of Service Appointments with related Assigned Resource records based on the specified Service Resource.