Enrollment and Unenrollment Process Flow - Action Method
The application provides these appointment-related configuration fields in the Default Details section of the Action Method portal:
- Appointment Resource Option: Labor requirements of the appointment slot from the activity type or template activity.
- Appointment Slot Days: Number of days to populate the appointment slot after the selected date.
You can set these configuration options for enrollment and unenrollment processes of template activities.
Additionally, these new drop-downs in Device Setup panel of enrollment and unenrollment process flows allow you to select the crew and work schedule for the appointment slot:
- Crew Shift Type
- Crew
This improves the customer experience when scheduling appointments for work order activities.
Steps to Enable
You don't need to do anything to enable this feature.