Set or Change a Work Order Appointment

To set or change an appointment for a work order, complete the following steps:

1. Create a new work order or open the one whose appointment details you want to change.
2. In the Assignment and Scheduling region of the Work Order screen, click the down arrow in the Access/Appt field. Show me

   

3. Choose an item from the list.
• PTE—The technician has permission to enter the premises
• Appointment—You will set an appointment time for the work to be done
• Call First—The technician must call first to verify that the occupant is present
• N/A—None of the choices are applicable
4. If you choose Appointment in Step 3, a Calendar popup screen appears. Show me

5. Click the Today link if you want to schedule the appointment for today, otherwise click another date on the calendar.  
6. (Optional) Click the < and > arrows on either side of the month to change to the next or previous month.
7. Enter a time by selecting the time that is currently displayed and typing over it.  

IMPORTANT:  If you enter military time, it is converted to AM/PM.  If you enter an hour value that is less than 13, the system assumes you are referring to AM hours, so if you enter 2:30, the system schedules the appointment for 2:30 AM. You can change this by highlighting the AM and typing PM instead.

8. When you are done, click the OK link in the bottom right corner of the popup screen.
9. On the Work Order screen, click the Save button in the top row and then select Save from the drop-down list that appears.