Changing the team members for service work order appointments

About this task

Changing team members on an appointment involves adding or removing a team member to or from an existing list for any number of appointments in a single service work order. For instance, this could be used to replace a team member that is on sick leave with another member.

This can be done in the following steps:

Procedure

  1. Search for a service work order
  2. View the team members
  3. Add or remove the team members