Process of Managing Schedules Using Siebel Scheduler

The following list shows the tasks that end users typically perform to manage schedules. Your company might follow a different process according to its business requirements.

To manage schedules, end users perform the following tasks:

• Add required schedule information to the activity record. For more information, see Adding Schedule Information to Activities (End User).

  Note: You must add the schedule information before booking appointments because the ABS and the Optimizer use this information.

• Select the appropriate appointments for the activities. For more information, see Booking Appointments for Activities Using Siebel Scheduler (End User).

• Cancel appointments. For more information, see Canceling Appointments for Activities (End User).

• Lock any assignments or schedules that do not change. For more information, see Locking Assignments and Schedules for Activities (End User).

• Make sure that schedules are optimized as required. For more information, see Optimizing Schedules (End User).