Manual Scheduler

The manual scheduler provides a method for modifying an appointment’s:

  • Scheduled date / time
  • Field worker
  • Work type

To update an appointment using the ‘manual scheduler’:

  1. Open the appointment

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

  3. Select Reschedule Appointment / Change Work Type -> Manual Scheduler

  4. If required, select Change Time Slot, select the date and click the preferred time slot

  5. If required, select Change Work Type and then select the work type from the drop down list

  6. Select Change Field Worker (even if the Field Worker is not changing) and then select the required Field Worker from the list

  7. Add a comment
  8. (optional) Add any necessary job instructions
  9. Select Confirm Reschedule

Where to Next?