Calendar Board

Form ID: (FS300300)

This form provides an interactive, calendar-based view of scheduled appointments, including those assigned to staff members and those awaiting assignment. You can filter the displayed appointments by staff member and other criteria. On the calendar board, you can also assign appointments to staff members and adjust appointments’ scheduled dates and times.

In the form’s left pane, you can see the list of service orders with unscheduled services on the Unscheduled tab. You’ll find the list of scheduled appointments on the Scheduled tab.

Unscheduled Tab

The Unscheduled tab appears on the left pane of the form. It lists all service orders that include at least one service with the Require Scheduling status By default, service orders are listed by their creation date, from earliest to latest. You can filter the list based on various criteria.

To view a service order’s details, click the reference number on its tile to open a quick view panel. From there, you can click the service order number to open the Service Orders (FS300100) form.

To schedule an appointment for a service order, drag its tile to the calendar board—either to a staff member's row or to the Unassigned row.

Table 1. Tab ToolbarThe toolbar includes the buttons described below.
Button	Description
Refresh	Reloads the list to reflect the latest data.
Filter Settings	Displays the filter bar, which you can use to create a quick or advanced filter. The created filter will narrow the data displayed on the current pane. Multiple filter criteria are available, including Address, Appointment Nbr., Appointment Status, Created On, Customer ID, License Type Description, Project ID, and Skill Description.
Search	Initiates a search for service orders based on the search string you enter. The search can include: service order number, service order description, customer ID, customer name, address, phone, email, service order detail description, and problem description.

Table 2. Service Order Quick View PanelThis panel opens when you click the reference number of a service order on the Unscheduled tab.
Element	Description
Summary Area
Order Nbr.	The reference number of the service order. You can click this number to view the order on the Service Orders (FS300100) form.
Status	The current status of the service order.
SLA	The service level agreement (SLA) associated with the service order.
Description	A brief description of the service order or the service to be performed.
Branch Location ID	The identifier of the branch location where the service will be performed.
Customer Order	The order associated with the customer for the service.
Project ID	The identifier of the project associated with the service order.
Priority	The priority level of the service order.
Customer Section
Customer	The name of the customer specified in the service order.
Address	The address of the customer.
Contact	The primary contact for the service order.
Phone	The phone number of the customer or contact person.
Email	The email address of the customer or contact person.
Staff Table
Staff Member ID	The identifier of the staff member assigned to perform the services of the service order.
Staff Member Name	The name of the staff member assigned to perform the services of the service order.
Phone Number	The phone number of the assigned staff member.

Scheduled Tab

The Scheduled tab, located on the left pane of the form, lists all appointments created in the system. By default, appointments are listed by creation date, from most to least recent. You can filter the list by various criteria and use the Search box to find a specific appointment.

By clicking an appointment's reference number in the list, you can open the quick view panel. From there, clicking the appointment's number opens the Appointments (FS300200) form.

The color of the appointment tile reflects the appointment’s state at a glance.

When you click an appointment in the list, you’ll see its corresponding tile highlighted on the calendar, either in the assigned staff member's row or in the Unassigned row, depending on whether the appointment has been assigned.

Table 3. Tab ToolbarThe toolbar includes the buttons described below.
Button	Description
Refresh	Reloads the list to reflect the latest data.
Filter Settings	Displays the filter bar so you can create a quick or advanced filter. The created filter will narrow the data displayed on the current pane. Multiple filter criteria are available, including Address, Appointment Nbr., Appointment Status, Created On, Customer ID, License Type Description, Project ID, and Skill Description.
Search	Initiates a search for appointments based on the string you enter. The search can include strings associated with the appointment, such as the appointment number, appointment description, service order description, customer ID, customer name, service order address line 1, phone, email, and problem description.

Table 4. Appointment Quick View PanelThis quick view panel opens when you click the appointment's number on its tile either on the Scheduled tab or on the calendar pane.
The panel toolbar includes the buttons described below.
Button	Description
OK	Confirms the appointment with the customer: The system selects the Confirmed check box on Settings tab of the Appointments (FS300200) form, and the color of the appointment's tile changes on the calendar board based on the appointment being confirmed. This button appears only if the appointment is not confirmed.
Unconfirm	Removes the confirmation of the selected appointment with the customer: The system clears the Confirmed check box on the Appointments (FS300200) form, and the color of the appointment's tile changes based on the confirmation status. This button appears only if the appointment is confirmed with the customer.
Validate by Dispatcher	Validates the selected appointment: The system selects the Validated by Dispatcher check box on Settings tab of the Appointments (FS300200) form. This button is shown only if the appointment isn’t marked as validated by a dispatcher.
Clear Validation	Removes the validation from the selected appointment: The system clears the Validated by Dispatcher check box on the Appointments (FS300200) form. This button is shown if the appointment is marked as validated by a dispatcher.
Unassign	Removes a staff member from the appointment and moves the appointment to the Unassigned row on the calendar board. This button is shown for appointments with an assigned staff member.
Clone	Opens the Clone Appointments (FS500201) form, where you can create a cloned copy of the selected appointment.
Delete	Deletes the appointment from the system.

The quick view panel contains the sections and boxes described below.
Element	Description
Summary Area
Appointment Nbr.	The reference number of the appointment. You can click this number to open the appointment on the Appointments (FS300200) form.
Status	The appointment’s current status, which is one of the following: On Hold, Not Started (default), In Process, Paused, Awaiting, Completed, Canceled, Closed, Billed, and Scheduled by System.
Description	A brief description of the appointment or services to be performed.
Scheduled Start	The scheduled start date and time of the appointment.
Scheduled End	The scheduled end date and time of the appointment.
Service Order Section
Order Nbr.	The reference number of the service order associated with the appointment.
Status	The current status of the service order, which is one of the following: On Hold, Awaiting, Open (default), Completed, Canceled, Closed, Copied and Quote.
SLA	The service level agreement associated with the service order.
Branch Location ID	The identifier of the branch location where the service will be performed.
Customer Order	The external number that the customer has assigned to the service order.
Project ID	The identifier of the project associated with the service order.
Priority	The priority level of the service order.
Customer Section
Customer	The name of the customer associated with the appointment.
Address	The address of the customer.
Contact	The customer’s contact person for the appointment.
Phone	The phone number of the customer or contact person.
Email	The email address of the customer or contact person.
Staff Table
Staff Member ID	The identifier of the staff member assigned to the appointment.
Staff Member Name	The name of the staff member assigned to the appointment.
Phone Number	The phone number of the assigned staff member.

Calendar Pane

The calendar pane visually displays scheduled appointments—both assigned and unassigned. By default, the All Records filter tab appears, showing all available staff records.

You can add custom filter tabs to display specific data. These tabs appear to the right of the default tab, with the name that you specify. For instructions on how to create an advanced filter, see Filtering and Sorting Capabilities: To Create an Advanced Filter.

Each time interval is displayed as a cell in the calendar, with appointments shown as colored tiles that indicate the appointment's state at a glance.

On the calendar, you can:

Switch between day, week, and month views by using buttons on the calendar pane toolbar
Assign appointments by dragging them from Unassigned to the staff member's row
Reschedule an appointment by dragging it to a new time slot
Change an appointment’s duration by resizing the tile
Create an appointment by clicking the toolbar button

Table 5. Pane ToolbarThe pane toolbar includes the elements described below.
Element	Description
Refresh	Reloads the data to display the most up-to-date information on the calendar.
Add Appointment	Opens the New Appointment dialog box, where you can specify the general settings for the appointment and its related service order. Once created, the appointment is displayed in the Unassigned row (the top row) on the calendar board, for the scheduled date and time.
Nonworking Hours	Switches the calendar display from the default view, which shows only working hours and days, to include nonworking hours—that is, to display seven-day weeks and 24- hour days.
Calendar	A box that displays a date, week range, or month name, depending on the button (Day, Week, or Month) selected to the right of this box. When you click this box, the calendar picker opens, where you can select any date, week, or month.
Day	A button you click to show a specific date in the calendar box and a single day, broken down by hour, in the calendar pane.
Week	A button you click to show a specific week interval in the calendar box and the entire week in the calendar pane.
Month	A button you click to show a specific month in the calendar box and the entire month in the calendar pane.
Filter Settings	A button you click to display the filter bar, which you can use to create a quick or advanced filter. By applying a filter, you can customize the appointment view and narrow down the information shown on the calendar board based on various criteria.
Search	Initiates a search for a staff member by name.

New Appointment Dialog Box

This dialog box opens when you click Add Appointment (represented by a Plus icon) on the calendar pane toolbar.

Table 6. Dialog Box ToolbarThe toolbar has the following buttons.
Button	Description
Discard Changes	Clears all selections made in the dialog box and restores the elements to their original state.
Create Appointment	Opens the Appointments (FS300200) form with the settings you have entered in the dialog box.

The dialog box contains the sections and boxes described below.
Element	Description
Service Order Section
Order Type	The service order type for the appointment to be created. The system inserts the default service order type by searching as follows: On the User Profile (SM203010) form if a service order type is specified for your user account If your user account has no service order type, the default service order type specified on the Service Management Preferences(FS100100) form
Order Nbr.	The reference number of the service order associated with the appointment.
Customer	The name of the customer associated with the service order and appointment.
Location	The customer location related to the appointment or service order.
Contact	The customer’s contact person who will be involved in the appointment.
Branch Location	The branch that manages the service order.
Appointment Section
Description	A brief description of the appointment or the service to be performed.
Scheduled Start	The scheduled start date and time for the appointment.
Duration	The estimated duration of the appointment.
Details	Additional details or notes related to the appointment, such as special instructions or requirements.