EDIFICE Inquiry - Scheduling View

Use the Scheduling view to quickly see your appointments and to easily book appointments for service, as well as, reschedule, cancel and double-book appointments. You can also create anytime appointments, which are appointments for tasks like dig safe, which do not require an allotted time and that can be done at any time during the day. Work orders can be created from the appointments and printed. The schedule format is very flexible and can be customized for the unique requirements of each technician. There are several ways to view the schedule as well, which allows your company to utilize scheduling to more effectively service the needs of your customers.

Scheduling Features:

View schedules for multiple technicians.
Customize and color-code time schedules by technicians, by problem/task codes, and incrementally such as every 15, 20 or 30 minutes.
Scheduling builds a comprehensive history file that tracks each location's appointment history, including cancellations.

Notes:

The Enhanced Scheduling view offers the same functionality as the classic Scheduling, but with more features. To use classic Scheduling, click Schedule Appointment on the toolbar.
The schedule can be customized to suit your organization's needs. For more information, see Scheduling Year and Day Maintenance. During the setup, you can create a problem/task code called Do Not Schedule to block off time in the schedule for vacation, staff meetings and holidays and other types of events where appointments should not be booked. You can also create a location called Office, which can be used for scheduling staff meetings.

Directions:

To open Scheduling:

From the toolbar, click Scheduling .
Or, from the Enhanced Inquiry, click Tools and then, click Scheduling.

EDIFICE Inquiry - Scheduling View Example:

Scheduling Window
Scheduling Window Areas The Scheduling consists of 3 main areas or panels: the Scheduling Parameters, the Appointment Book Area and the grid with the appointments list.
Scheduling Parameters Area	To display the schedule for a specific time period, use the calendar located in the left panel to control the dates shown in the schedule. To select a specific date, click the date in the calendar. To select multiple dates, click the starting date and drag to the ending date in the calendar. Or, press [Ctrl] and click each desired date. Choose the technicians to include in the schedule, or choose to include all technicians. Notes: You can choose to view the calendar by day, week, month or in a timeline format by clicking one of these choices: You can quickly reset the schedule to today's date by clicking Today on the toolbar. To increase the appointment book area, click left arrow to collapse the Scheduling Parameters panel. The donut below the calendar highlights how much of the technician's day is utilized based on the duration of the scheduled appointments.
Appointment Book Area The Schedule is made up of a column for each selected technician, for each day. Each column includes a header and a list of the daily time slots. Times that are not available are a different color. Appointments are color coded based on the problem/task for the appointment. If you hover over an appointment, additional details display. To schedule an appointment, right-click the time slot and then, follow the directions below. Appointments can be dragged to a new time slot to easily reschedule it.
Column Header	At the top of each column is a header containing the following information: The Technician code and Name Day of the week, the calendar date and the percentage of the day that is booked Anytime appointments display in this area . Tip: To schedule an anytime appointment, double-click Anytime area and the schedule Appointment window opens.
Daily Time Slots	Each unreserved time slot in a column contains the following information: Start time Problem/Task assigned, if applicable Duration Each reserved time slot displays the following information within a color coded appointment block: Start Time and end time Color coded Problem/task code Location ID and location address
Appointment List A list of scheduled appointments and the details for each appointment displays in the grid at the bottom of Scheduling. Columns of information can be added or removed from the grid by clicking Grid Settings . Double-click an appointment in the grid to open the Schedule Appointment window. Tip: To reschedule an appointment you can drag it from the grid to a new date or time.
	Functions are available by right-clicking in the grid. To load the account information into the Inquiry, click to highlight the account. Then, right-click and select Load Account. To expand all rows in the grid, click Expand All. To collapse all rows in the grid, click Collapse All. To copy the information highlighted in the selected rows, click Copy. The functions below can be handy for further manipulating or formatting the data or sending copies to coworkers. In addition, Print and Print Preview functions are available. To begin printing a report of the appointments in the grid, click Print. Or, to view a list of the appointments to the Print Preview window, click Print Preview. To create a Microsoft Excel spreadsheet of the appointments in the grid, click Save as Excel. Tip: This can be handy if you want to further manipulate the list. To create a PDF document of the appointments in the grid, click Save as PDF. To create a Microsoft Word document of the appointments in the grid, click Save as Word.
Scheduling Functions
Schedule Appointment	To schedule an appointment, click here.
Cancel Appointment	Cancelled appointments are moved to Cancellation history and can be viewed there. If there is a work order for an appointment being canceled, the work order is also canceled. To cancel an appointment: 1. Click to highlight the desired appointment. 2. Right-click and select Cancel. 3. The Cancel Appointment window displays. 4. Enter a reason why the appointment is canceled, if desired. 5. Click Ok to complete.
Reschedule Appointment	To reschedule an appointment, drag the desired appointment and drop it on the new time slot. The following prompt displays. Select Yes to complete the change. Note: You can also reschedule an appointment by dragging the desired appointment from the grid to the desired time slot in the schedule. The above prompt will display to confirm the change.
Schedule Right-click Functions	Right-click an appointment in the schedule and the following options are available. To double-book an appointment, click to highlight the time slot. Then, right-click and select Add Appointment. The Schedule Appointment window opens. To cancel an appointment, see Cancel Appointment above.
Scheduling Toolbar Functions The toolbar contains buttons to control the schedule display and to perform certain scheduling functions.
	To look for work orders for a selected date range, click Search.
	To open the schedule in a new floating window, click New Window. The new window can be moved to the desired location on the screen, or it can be moved to another screen.
	View offers choices for formatting and displaying the schedule. Here you can turn on/off automatic refresh of the schedule, show appointment tooltips or not and change the font size of text in the schedule. You can also set the number of columns, time intervals and determine the fields of information to show with the appointment. From the menu, click View and the following displays.
	To view a list of all cancelled appointments, click Cancellations.
	To see appointment history including current and canceled appointments for a selected location and a selected date range, click Appointment History. You can use this screen to look for an appointment by loading the desired location and specifying a date range. To display all current and canceled appointments for a selected time, leave location blank and enter the desired date range.
	To load the technicians assigned to the territory where the currently loaded location is located, click Load Current Territory.
	To open a menu for building and editing the year and day formats for the schedule, click Maintenance. Note: Generally, once the schedule is formatted you do not need to change it unless your organization changes its hours of operation.