Scheduling

The Scheduling module allows you to quickly and easily book appointments for service. You can also view appointments for specified time periods as well as cancel and reschedule appointments. Work orders can be created from the appointments and printed. The schedule format is flexible, providing for the unique requirements of each technician. This allows your company to more effectively service the needs of your customers and ultimately provide better customer relations.

Scheduling builds a comprehensive history file that tracks each location's appointment history, including cancellations.

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.
Search for appointments by the next available time slot, by Starting Date or by month, or by specific times of day.
Rescheduling is easily accommodated.
Print a work order for a scheduled appointment. For more information, see Create Scheduled Work Orders.

Tip: Because you can tailor the features and the display of scheduling, your scheduling display may not match the documentation. For more information, please contact NDS Technical Support.

Directions:

To see directions for...

Opening Scheduling, click More.

1. Click Schedule Appointments .

Or, click Service Management from the Menu. then, click Daily Work and click Schedule Appointments.

Scheduling Window Example:

Tip: To see detailed information, the cursor becomes a hand when you position the cursor over a field or section. Click once to display the associated topic.
Scheduling a Appointment, click More.
Canceling an Appointment, click More.
Rescheduling an Appointment, click More.

To reschedule an appointment:

1. First, cancel the current appointment following these steps:

a. Click to highlight the appointment in the Appointment Book Area to be canceled.

b. Click Cancel on the Scheduling Toolbar.
Tip: For more information, see Scheduling - Cancel Appointment Window.

2. Next, schedule a new appointment. Refer to the Scheduling - Schedule Appointment Window.
Understanding the field values for the following areas, click the section name in the table below:

Scheduling Window - Field Details by Area
Scheduling Menu Bar	Contains menus for some of the programs used in Scheduling.
Side Panel Note: The Scheduling Side Panel makes up the left side of the Edifice Scheduling window when you open Scheduling. The Side Panel contains the Scheduling Parameters Area.
Scheduling Parameters Area	Contains the parameters to determine how time slots are displayed in the Appointment Book Area.
Scheduling Window (Data Panel) Note: The Scheduling Window makes up the right side of the window, when you are in Scheduling. The Data Panel contains two major sections described below - the Scheduling Toolbar and the Appointment Book Area.
Scheduling Toolbar	Contains the buttons to control the schedule display and to perform certain scheduling functions.
Appointment Book Area	Displays columns for each day, for each technician with the unreserved and reserved appointment time slots.
Other Windows for Scheduling Note: The following windows can be launched while in Scheduling and usually display on top of the main Scheduling Window.
Schedule Appointment Window	Books location appointments and maintains associated information about the appointments.
Appointment Detail Window	Displays the details of the specific appointment.
Appointment Cancel Window	Cancels an appointment.
Location Appointments Window	Displays all of the appointments for the location including current or canceled appointments.