1. Field Service Guide
  2. Booking Appointments from the Activities Screen

Booking Appointments from the Activities Screen

The Schedule view in the Activity List view of the Activities screen provides the Book Appointment and Cancel Appointment buttons for interactively running the ABS and Optimizer. For more information about canceling a scheduled appointment, see Canceling Appointments for Activities (End User).

To book an appointment from the Activities screen

  1. Navigate to the Activities screen, then the Activity List view.

  2. Drill down on the Type field for a selected activity.

  3. Click the Schedule view tab.

  4. Click Book Appointment.

    A synchronous request is sent to the ABS for time slots in which to book the selected activity. The available appointments are returned in a dialog box.

    Note: If you do not specify values in Earliest Start or Latest Start fields for the activity, then the ABS - Days to Start and ABS - Days to End parameter values, and the schedule for the service region, are used for these values. For example, if today is March 16th, the ABS - Days to End parameter is 1, and the start time for the service region is 8:00 A.M., then the earliest start is 8:00 A.M. on March 17th. Unless the service region is extremely full, the value of the ABS - Days to End parameter does not apply. The activity does not have to end before the time for Latest Start field, but it must start before that time.

  5. In the dialog box, complete either of the following steps:

    • To confirm an appointment, select an appropriate record, and click Confirm.

      A server request is sent to confirm the selected appointment and release the lock on the remaining appointment slots.

    • If you do not want to select any of the available appointments, then click Cancel.

      A server request is sent to reject all proposed appointment slots and to release the lock on these slots.

      Tip: You do not have to cancel an activity before rebooking it for another time. Instead, you can click the Book Appointment button. When you confirm a time slot, the old time slot is automatically released in the ABS. You click the Cancel Appointment button when you want to cancel an appointment and not rebook it.