Plan work order appointment

You can take work order appointments in this screen. If you are planning a single appointment work order select Plan Appointment in the Work Order Details screen. Instead if the work order consists of multiple appointments you can choose Add in the Open Appointments panel of the Work Order Details screen or Change to modify an existing work order.

Table 1. Plan work order appointment screen, work order
Action Description
Save Appointments The work order appointment is saved. Upon clicking Save Appointment the Modify Work Order screen appears. Enter the relevant information and click OK.
Fields
Work Order # The work order number associated with the work order.
Enterprise The Enterprise associated with the work order.
Node The node associated with the work order.
Order # The order number associated with the work order.

Click this link to view order details.

Provider Organization The provider organization associated with the order.
Service Item Group The service item group code associated with the order.

For example, Provided Service represents service group code for Provided Service
Status The current status of the work order. The valid statuses are
  • Work Order Created
  • Work Order Completed
  • Work Order Cancelled
Service Complexity Level The service complexity level for this work order
Supervisor ID The supervisor on this work order.
Table 2. Plan work order appointment screen, constraints
Action Description
Product Availability The availability of the product can be found by selecting this action. This action takes you to the Product Availability screen where you can view the available products necessary to fulfill the appointment.
Fields
Waiting for Sequence Line This flag is set to inform if there is any wait for sequence line completion before scheduling the appointment.
All Product Lines Available This flag is set to Y if all products are available.
Constraints window Mentions if there are any constraints applicable for the work order.
Table 3. Plan work order appointment screen, override
Action Description
Resource Availability The resource pool details can be obtained by selecting this action. This action takes you to the Resource Availability screen where you can view the available resources necessary to fulfill the appointment.
Fields
Consider Supplemental Capacity Check this option if you want to consider supplemental capacity when looking for available resources for this appointment.
Resource Pool Select the resource pool applicable for overrides, if applicable.
Ignore Product Availability Check this option if you want to ignore product availability during the capacity inquiry.
Resource ID Select the resource ID applicable for overrides, if applicable.
Ignore Node Notification Time Check this option if you want to ignore the node's requested minimum notification time during appointment inquiry and update.
Table 4. Plan service appointment screen, available slots
Fields
Currently Chosen Appointment Slot By default, the first available date and time displays. If overridden, it updates to reflect the values you choose.
Start Date The first day displayed in the available slots table.

Choose the Calendar lookup to change the date.
Number of Days to Consider Enter the number of days beyond the start date that display in the available slot table. If the date for which you would like to schedule the service appointment does not appear within the available slots panels, you can increase this value to see available slots past what is currently displayed.

To refresh the available slots table to new dates, enter a value and choose Go.
Requested Capacity The capacity requested to plan the appointment duration.

This field cannot be modified for single appointment work orders since the entire requested capacity is assumed.

For multiple appointment work orders, the entire requested capacity minus the allocated capacity appears in this field. This number can be adjusted based on your needs. The chosen appointment is planned with this amount of capacity. If you intend to change the requested capacity, the GO button must be clicked before an appointment can be taken. This is to make sure that there is sufficient capacity available in the chosen slot to accommodate the new requested capacity value.

The requested capacity can be zero but cannot be negative.
Slot (Start Time - End Time) The name of time slot and the range of time each time slot spans. There is one row for each time slot. Time slots do not overlap.
Available Slots Calendar The first available time slot is automatically highlighted. Select this to choose the first time slot. Time slot availability is indicated by:
  • Add icon - The time slot has sufficient capacity. Select to make this the Currently Chosen Appointment Date.
  • Delete icon on a white or blue background - The time slot does not have sufficient capacity.
  • Add Preferred icon - The time slot is the preferred time slot for this customer.
  • Delete icon on a gray background - The region is not serviced for the time slot.
  • A gray background - The time slot is never serviced.

The Available Slots inner panel on this screen does not display the days graph or the calendar when there is no available capacity for the resource pool.