Smart Scheduler

Schedule/reschedule an appointment using the smart scheduler

1. Open the appointment
2. Select the ‘actions’ tab on the appointment toolbar (grey)

1. Select Reschedule Appointment / Change Work Type Smart Scheduler

   

2. To return an appointment to the waiting list (i.e. un-schedule an appointment), select Add to waiting list
3. To filter the recommended time slots:
   • Limit the time slots available for each day of the week by selecting each daily time period from the top left
   • Limit the date range by selecting a start and end date
   • Limit Field Workers by:
     • Selecting required abilities
     • Selecting ineligible suburbs (overrides Field Worker suburb availability)
     • Selecting all agents (displays Field Workers whose agent differs from the job’s agent)
     • Manually specifying a Field Worker through the drop down Field Worker list
   • Alter time slot size (appointment duration) by selecting a preset option from the duration drop down list
   • Deselect Load Route Distance to prevent the smart scheduler from testing distance between appointments
4. Select Filter Result
5. Select a time slot
   • Once selected, the Field Worker’s daily schedule will appear on the right side of the screen (yellow = current appointment, orange = filled time slots, green = available)
   • To view the Field Worker’s daily route, select Show Route
6. Select Confirm Time slot

Where to Next?