Scheduling - View Appointment Detail Window Prompts

Tip:  To see more information about a field, click the hyperlink for the field name.

Location

Displays the Location ID that identifies the location for the appointment.

Location Information

Displays the following location information for your reference:

• House Number - Number of the property where it is located on the street

• Street Index Name - Street Name where the property is located

• City - Name of City where the property is located

• State - Name of State where the property is located

• Zip - Zip Code where the property is located

Meter Location Information

Displays the location information for the meter, if applicable.

Owner Information

Displays the following owner customer information for your reference:

• First Name, Middle Initial - Owner's First Name

• Last Name - Owner's Last Name

• Phone Number - Owner's Phone Number

• Address Line 1,2, & 3 - Owner's Mailing Address Lines

• City - Owner's City portion of their mailing address

• State - Owner's State portion of their mailing address

• Zip - Owner's Zip Code portion of their mailing address

Tenant Information

Displays the following tenant customer information for your reference:

• First Name, Middle Initial - Tenant's First Name

• Last Name - Tenant's Last Name

• Phone Number - Tenant's Phone Number

• Address Line 1,2, & 3 - Tenant's Mailing Address Lines

• City - Tenant's City portion of their mailing address

• State - Tenant's State portion of their mailing address

• Zip - Tenant's Zip Code portion of their mailing address

Tip:  The tenant information only applies if there is a tenant assigned to the location.

Appointment Information Area

Date

Displays the date of the scheduled appointment.

Time

Displays the time of the scheduled appointment.

Problem/Task

Displays the description of the Problem/Task Code for your reference.

Duration

Displays the Problem/Task duration as the estimated length of time scheduled for the appointment.

Scheduled By

Displays the initials of the user who scheduled the appointment.

Scheduled Time

Displays the time of day that the appointment was entered into the schedule.

Problem Task Override

Displays the Problem-Task Override.

• Displays Yes if there is a problem-task override.

• Displays No if there is not a problem-task override.

Duration Override

Displays the Duration Override.

Tips:  

• Displays Yes if the appointment duration is longer than the time slot available.

• Displays No if there is not a duration override.

Work Order Notes

To accept the displayed work order notes, press [TAB].  Or, maintain optional work order notes pertaining to the appointment. (up to 6 lines of text)

Tip:  Because the Work Order Notes field labels can be tailored to suit your needs, the field labels in your software may not match the documentation.  You can maintain the field labels during Work Order Notes Labels Maintenance.

Appointment Notes

To accept the appointment notes displayed, press [TAB].  Or, maintain optional notes pertaining to the appointment. (up to 255 characters)

Technician Notes

To accept the technician notes displayed, press [TAB].  Or, maintain technician notes pertaining to the appointment. (up to 255 characters)

To save the changes to the scheduled appointment, click Save or press [ENTER].

To close the window without saving the changes to the appointment, click Cancel.