|
Key Features:
- Schedule appointments for service representatives to respond to service calls.
- Schedule service representative appointments that are not tied to service calls.
- View a grid containing open, unscheduled call information and a calendar that displays the scheduled appointments; or hide the service call grid and use the full screen to display the calendar.
- When viewing the grid, limit the calls to display based on branch location and representative number.
- Use the grid to assign a representative to a service call, to queue or unqueue a service call, and/or to access the call in Dispatch Central (TM).
- Create an appointment based on a service call by clicking and dragging a call from the grid onto the calendar.
- Select a date for which to display scheduled appointments on the calendar, and indicate if the calendar should display information for that date only, for the week that includes that date, or for a five-week period beginning with the week that includes that date.
- Use the following color coding to quickly identify information about the appointments displayed on the calendar:
- Dark Red: The appointment is based on a guaranteed-response service call.
- Light Orange: The appointment is not based on a service call.
- Light Yellow: The appointment is based on a service call that has not yet been dispatched and the appointment time is not in the past.
- Dark Yellow: The appointment is based on a service call that has not yet been dispatched and the appointment time is in the past.
- Light Green: The appointment is based on a service call that has been dispatched but has not yet been completed.
- Salmon: The date or appointment represents time when the employee is not available for work (e.g., company holiday, employee vacation time, etc.).
- Light Blue: The appointment time is outside of the employee's regularly scheduled working hours.
|
