Booking Appointments for Activities Using Siebel Scheduler (End User)

Customer service representatives can click a button to obtain a list of appointment choices for a selected activity. Clicking this button runs the ABS.

Before booking an appointment, make sure that the activity is associated with a work time and service region and that the activity is not repeating.

Note: Do not use the ABS to schedule appointments that are far in the future (for example, preventive maintenance activities that are 6 months in the future). For more information about ABS horizons and long-range appointments, see About Schedule Horizons and Time Zones.

Booking appointments and optimizing the schedule for activities requires the following data:

The following list displays data that is required for booking appointments and optimizing the schedule for activities.

• Service regions

• Existing activities and appointments

• Service region parameters

• Service activities

• Employees

• System parameters

• Parts that are available to employees

• Constraints

• Schedules for service regions and employees

• Time windows

• Scheduling parameters

• A cost function

This topic contains the following information:

• Booking Appointments from the Activities Screen

• Booking Appointments from the Service Screen

This task is a step of Process of Managing Schedules Using Siebel Scheduler.