2011 Administrator’s Guide Copyright

View a list of resources

This task requires permissions that are found in all default service scheduling security roles.More information about specific permissions and performing this task while offline: Service Scheduling Permissions

You can view a list of resources in the Service calendar area. The Service calendar includes a scalable, linear view of the resources' schedules.

1. 
   In the Navigation Pane, click Service, and then click Service Calendar.
   
2. 
   In the Type list, select the type of resource (user, resource, or facilities and equipment), and then in the View list, select the view of that resource that you want to see.
   
3. 
   In the list of resources, you can do any of the following:
   

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  Click a letter on the alphabetical jump bar at the bottom of the list to go to that section of the list.
  
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  Expand the list pane by dragging the right edge to view additional columns of information.
  
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  Reverse the sort order of the list by clicking a column heading.
  
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  View general information about a single resource by selecting the resource in the list and then clicking the Expand button under the Zoom bar.
  

Related Topics Service Calendar 71 Navigating the Service Calendar 71

This task requires permissions that are found in all default service scheduling security roles.More information about specific permissions and performing this task while offline: Service Scheduling Permissions

Use this procedure to find the next available time based on a set of specific criteria. For example, if the customer wants your head mechanic to work on his bicycle, you can search the head mechanic's schedule for the next available time.

1. 
   In the Navigation Pane, click Service, and then click Service Calendar.
   
2. 
   In the Actions group, click Schedule.
   

If you click New, and then Service Activity, you will create a service activity without checking for available times.

3. 
   On the Schedule Service Activity form, you must enter the following information:
   

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  Service
  

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  Duration
  

4. 
   Click Find Available Times. The next available times in the selected resource's schedule are displayed. If there is more than one page of records available to view in the list of records, use the Page arrows at the bottom of the list to view the additional pages.
   
5. 
   Under Available Times, click the start or end time of the time that you want to schedule, and then click Schedule. If you click the service or resource links, the related form opens.
   

6. 
   On the Service Activity form, enter any additional information about the service activity.
   

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  Subject
  

You can save the service activity now or continue to add information.

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  Customers
  

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  Location
  

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  Show Time As
  

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  Site
  

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  Notes
  

Under Information, click Common, and then select and locate a record in the Regarding box to link to this service activity. You can also set a Priority for the service activity, and indicate a Category and Sub-Category.

7. 
   Click Save or Save and Close.
   

You can record a customer's preferences for a specific time, day, service, facility, equipment, and customer service representative in the customer record on the Administration tab. As you are scheduling a service activity, the customer's preference is displayed in the Form Assistant pane.

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  Changing any information in the Scheduling Information area after you have selected a time for the service activity is not recommended. Doing so might cause conflicts in the schedule.
  
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  In the list of possible service activity search results, you can click the Page Back arrow to initiate a new search. Paging back does not display the previous page.
  

Related Topics Work with Service Activities 84 Navigating the Service Calendar 71 Booking Service Activities in the Service Calendar 83