Field Service Appointments, availibility for a service technician

  • 25 May 2023
  • 7 replies
  • 114 views

Userlevel 3
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Hi there,

Would it be possible to use a link to the staff calendar from the appointment directly, so we would not  have to switch back and forth.

Also, how can we show that a staff member is absent and not available (PTO, training, sick) on the staff calendar?

Thank you!

Monika


7 replies

Userlevel 6
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Hi @mstuber64 

On the appointment form, you can use the action Schedule on Staff Calendar to open the Staff Calendar Board. 

Also, here is an idea on how to add a calendar as a sidepanel 
 

To show an employee as PTO you can create Unavailability rules on the Staff Schedule Rule FS202001 form and generate the rule. That will show the time slot with a red bar.


 

Userlevel 3
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Hi @Anacarina Calvo,

I tried the “staff schedule rule” and “unavailability”, thank you!

On seeing the schedule on the appointment, I don’t want to schedule it right away, I would like to see, which staff member has availability, without scheduling and then assign it to the one that has openings.

Thank you!

 

Userlevel 3
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@Anacarina Calvo 

I tried the side panel and that works great.

Thank you!

Monika

Userlevel 3
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@Anacarina Calvo 

For the side panel.

I added a dashboard for the calendar, then I created a customization project, saved it.

My question now is how do I add the dashboard?

Thank you!

Monika

Userlevel 6
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@mstuber64 
you need to select the Dashboard on the Destination Screen field
 

 

Userlevel 3
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@Anacarina Calvo 

The dashboard I have created for the calendar (CST.DB.00.00.42) is not on the drop down list for the “destination screen”.

Also, when I search by “dashboards”, the one with the calendar does not show up to chose.

How can I get the dashboard to show up in “destination screen”?

Thank you!

Monika

 

Userlevel 6
Badge +4

@mstuber64 please review that the Make Visible on the UI checkbox is set to true, on the Dashboards screen 

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