The appointment history screen is used to maintain a record of most changes performed on an appointment, including:

  • Scheduling changes including creation.
  • Updates synced through Dataforce Runabout.
  • Stock changes.
  • Invoicing.
  • Certificate submissions.
  • Appointment actions.
Field Description
Job Id The job number in Dataforce ASAP.
Customer Ref A system generated identifier for the job’s customer record, if applicable.
Date Date time when the action occurred.
Operator The user responsible for the action.
Activity The event type.
Reason A brief description of the event.
Comments Additional information pertinent to the event, e.g. file names, Dataforce Runabout versions, etc.
Schedule Date Used for scheduling actions to identify previous schedule time.
Schedule Time Used for scheduling actions to identify a previous field worker.

Viewing Appointment History

To view an appointment’s history

  1. Select an appointment.

  2. Select the history tab on the appointment toolbar (grey).

  3. If the history should include job level changes (e.g. job creation, customer details, etc) select Show Job History.

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