Calendar Filters

1. Month
   
2. Week
   
3. Day
   
4. List

Click on to use the following filters. Depending on the data you want to see, select or uncheck the respective checkboxes.

Calendar Settings

There are certain settings that you can configure in the Calendar view of the dispatch console. Click on the Settings [    ] icon in the top right corner to see these options:

1. Maintain Scroll across dates: Use this to maintain the scroll position across dates; otherwise, the scroll will revert to the start of the business hours. This is applicable only for the Week and Day views.
   
2. Show all events of a day: If you enable this, all the service appointments for a day will be shown in the Month view; otherwise, only two service appointments will be shown with the +more option.
   

Create an appointment through drag and drop

1. Drag and drop a work order
   
2. Drag and drop a service of the work order 

1. Click Create in the Work Orders List.
   Work orders can also be created from the Work Orders module.
   
   
   
   
2. In the Create Work Order overlay, enter the necessary details and click Save.
   The work order will be created and listed in the Work Orders List. You can now create service appointments for this work order.

Drag and drop a work order

1. Drag and drop the work order to the desired point in the Calendar that corresponds to the time for which you want to schedule the appointment.
   When you select the work order, all its services will be automatically selected. You can uncheck the services you want to exclude from the appointment.
   
   
   
   
2. In the Create Appointment overlay, the following details will be populated, which you can change if required.
   
1. Service
   
2. Summary
   
3. Scheduled Start/End Date Time
   
3. Select a Service Resource (Agent or Crew)
   
4. Click Schedule or Schedule and Dispatch to continue.
   

Drag and drop a service of the work order

1. Drag and drop the service to the desired point in the Calendar that corresponds to the time for which you want to schedule the appointment.
   
   
   
   
2. In the Create Appointment overlay, the following details will be populated, which you can change if required.
   
1. Service
   
2. Summary
   
3. Scheduled Start/End Date Time
   
3. Select a Service Resource (Agent or Crew)
   
4. Click Schedule or Schedule and Dispatch to continue.

Create Appointments from Calendar

1. Click on the point in the Calendar that corresponds to the time for which you want to schedule the appointment.
   
2. In the Create Appointment overlay, choose the work order for which you want to create the appointment.
   
   
   
   
3. In the Create Appointment overlay, the following details will be populated, which you can change if required.
   
1. Service
   
2. Summary
   
3. Scheduled Start/End Date Time
   
4. Select a Service Resource (Agent or Crew)
   
5. Click Schedule or Schedule and Dispatch to continue.

Reschedule through drag and drop

1. In the Calendar view, drag and drop an appointment to a different time
   
2. In the Calendar view, resize the appointment
   
3. Drag and drop the appointment from the Service Appointments List to a new time in the Calendar view

1. In the Calendar view, you can reschedule an appointment by dragging and dropping it to a different time.
   
   
   
   
2. In the Calendar view, you can also reschedule an appointment by resizing the appointment. Move your cursor to the bottom edge of the service appointment and when the cursor changes to a downward arrow, resize it to the duration you want for the service appointment.
   
   
   
   
3. Lastly, you can reschedule an appointment by dragging and dropping the appointment from the Service Appointments List to a new time in the Calendar view.
   
   
   

1. Schedule Start/End time
   
2. Assigned agent
   

Click to view the appointment details in a new window.