Assigning Activities to Field Service Engineers from the Service Screen

You can assign activities to engineers from the Service screen.

To assign an activity to a field service engineer from the Service screen

1. Navigate to the Service screen, then the Service Request List view.

2. Drill down on the SR number (#) field for a selected service request, and click the Activities view tab.

3. Drill down on the Status field for the selected activity you want to assign.

   The Dispatch Board screen appears. The unscheduled activity list appears after the Gantt chart. The Gantt chart displays the names of field engineers and associated activities, if any.

   Note: The Gantt chart displays only the names of field engineers associated with a selected service region or a service region hierarchy.

4. If no names appear on the Gantt chart, then select a service region for the activity.

5. In the Unscheduled Activities view, select and then move the activity to the schedule of a field service engineer on the Gantt chart.

   The activity appears as a horizontal bar. You can position the mouse pointer over this bar to see a description of the activity.

6. To remove the activity from the schedule, complete one of the following steps:

   • Drill down on the text in the activity on the Gantt chart, and change the Status field value to Unscheduled and the Employees field value to your user ID in the Schedule view in the Activity List view of the Activities screen.

     The Status field for the activity changes to a value of Unscheduled, and the Employees field for the activity changes to the value for your user ID.