Dispatch Console Calendar
In the Calendar view of the Dispatch Console, you can view all the service appointments irrespective of the service resources or territories. To see the Calendar view, navigate to the Dispatch Console module and click the Calendar tab.
- In the calendar view, you can view all the Service Appointments to which service resources have been assigned, Holidays in the organization, and the Time Off taken by the resources.
- You can filter the Service Appointments and Time Off entries using the Service Resources filter.
- You can view the details using the Month, Week, Day, and List views.
- You can customize the service appointment entry in the Service Resource Calendar to include the profile image of the field agent. You can also customize the service appointment entry to include the icon that indicates the Type of a service appointment.
- You can use Maintain Scroll across dates [
] 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.
You can also find all the entries of a day in the List view.
In the Calendar view of the Dispatch Console, you can manage appointments in the following ways through drag and drop:
- Create an appointment through drag and drop
- Create an appointment from the Calendar
- Reschedule through drag and drop
Create an appointment through drag and drop
You can create service appointments in the following ways:
- Drag and drop a work order
- Drag and drop a service of the work order
To create an appointment through drag and drop:
- Click Create in the Work Orders List.
Work orders can also be created from the Work Orders module. - 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
- 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. - In the Create Appointment overlay, the following details will be populated, which you can change if required.
- Service
- Summary
- Scheduled Start/End Date Time
- Select a Service Resource (Agent or Crew)
- Click Schedule or Schedule and Dispatch to continue.
Drag and drop a service of the work order
- 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.
- In the Create Appointment overlay, the following details will be populated, which you can change if required.
- Service
- Summary
- Scheduled Start/End Date Time
- Select a Service Resource (Agent or Crew)
- Click Schedule or Schedule and Dispatch to continue.
Note:
As shown in the screenshot below, you can drag and drop by clicking anywhere in the row corresponding to the work order or service.
Create Appointments from Calendar
You can create appointments directly from the Calendar. To do so:
- Click on the point in the Calendar that corresponds to the time for which you want to schedule the appointment.
- In the Create Appointment overlay, choose the work order for which you want to create the appointment.
- In the Create Appointment overlay, the following details will be populated, which you can change if required.
- Service
- Summary
- Scheduled Start/End Date Time
- Select a Service Resource (Agent or Crew)
- Click Schedule or Schedule and Dispatch to continue.
Reschedule through drag and drop
You can reschedule an appointment in the following ways:
- In the Calendar view, drag and drop an appointment to a different time
- In the Calendar view, resize the appointment
- Drag and drop the appointment from the Service Appointments List to a new time in the Calendar view
- In the Calendar view, you can reschedule an appointment by dragging and dropping it to a different time.
- 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.
- 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.
After rescheduling, in the Schedule Appointment dialog, make the following changes if necessary and click Schedule Appointment.
- Schedule Start/End time
- Assigned agent
Click 
to view the appointment details in a new window.
Note:
The drag-and-drop option will be available for appointments in the New, Scheduled, and Dispatched statuses.
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