About Appointments

The Appointment Booking portal is used to request and track appointments related to service order field activities that have been scheduled in an external field work scheduling system.

When service order field activities send outbound communications to the field work system, appointments are created in field work system so that the work can be assigned to a crew. Requests for appointments are most often requested automatically when the service order field activity is created, but if needed, users can request appointments manually.

Users work with the Appointment Query portal to search for activities and related appointments.

Users work with the Appointment Booking to request and track appointments for service order field activities. This portal includes the following zones:

• Service Point Activities: Displays a list of activities and related appointments for the current service point in date descending order. This zone also includes a filter area which allows the user to define the inclusion or exclusion of activities according to certain criteria

• Activity Summary: Displays details of a selected activity in the Service Point Activities zone (indicated by a star).

• Appointment Booking Results: Displays a list of available appointment slots as returned by the scheduler. This zone allows the user to book an appointment by selecting a slot and subsequently updating the orchestration or field activity.