Using Schedule Entry

  1. Click Service and Repair>Service Orders>Service Ticket Entry (SRC550) or Service and Repair>Service Dispatch>Service Ticket Dispatch (SRI610).
  2. Specify the Technician. You can search for a schedule (for a single technician or all technicians). Click Calendar to display the available time for the selected technician. Specify the schedule Date, estimated Hours. The program validates the available of the technician’s time and displays a Scheduling Conflict message with any issues. Click Schedule on the Scheduling Conflict message to access Schedule Entry to rearrange the scheduling of this service ticket or Cancel to exit without completing the schedule.
    -or-
    Click Schedule from Service Ticket Entry (SRC550) or Service Ticket Dispatch (SRI610) to access Schedule Entry to add techncians to a service ticket.
    (Access Schedule Entry from either method.)
  3. Using Schedule Entry (SCR570) you can rearrange the scheduling of this service ticket any way needed; splitting days, adding additional technicians, etc. This screen also displays any scheduling conflicts. You can view and manage the schedule for a given technician or all technicians.
  4. Click Add.
  5. Specify the technician, the schedule Date, estimated Hours.
  6. (Optional) Specify additional technicians as needed.
  7. Click Save; then click Cancel to end line entry.
  8. The program validates the available of the technician’s time and displays a Scheduling Conflict message with any issues.
  9. (Optional) Click Refresh View to clear any schedule conflicts or any additional schedules made while in this screen.
  10. Click Done.