Appointment status

An appointment status depicts the status of the work order appointments.

The appointment status is associated with the blocked capacity. The appointment start time represents the minimum of all appointment start times that are currently blocking the capacities. The appointment end time represents the maximum of all appointment end times that are currently blocking capacities. Whenever appointments are made without a capacity check they can be overridden.

The possible statuses for appointments are:

  • Open
  • Completed
  • Failed
  • Cancelled

Open

When an appointment is taken against a work order the appointment status is set to Open. This is true even if the capacity is overridden or resource pool requires confirmation. This status indicates that the appointment has been taken.

Completed

When an appointment is recorded as a successful execution the appointment status is changed to Complete. Once the appointment is marked as complete the appointment details cannot be changed.

Failed

If the customer is not available the appointment is changed to Failed. The appointment cannot be changed to any other status once it is marked as Failed. If the customer is available at a later date, the appointment should be re-created.

Cancelled

The appointment status is set to Cancelled if an appointment is cancelled as a result of work order cancellation or work order completion. When a work order is being confirmed and if all the services are completed along with the product delivery, all appointments that are not failed or completed are marked as Cancelled.