Creating another schedule (event) for a service order that has many service calls.

Overview

Readysell allows you to set up events from a service call.
The scheduled event is created from the service call, not the service order. So each event is linked to a service call for that technician.
You can drag an event from one day/time to another day/time for the same technician.
You can drag an event from one technician to another technician.

The event for the service call is created only if the user is set up to show on schedule.
If you assign a service call to a user that is set up as a technician BUT NOT to show on schedule no event will be created on the schedule for that service order call for that technician.

Setup

1. Ensure the appropriate workflow nodes have been set up for the transaction-type of SRVQUO and SRVORD Workflow Nodes
2. Ensure that a user has been created Users

3. Ensure that the user is flagged as 'show on schedule' and 'is technician' from within the user's table

    User table

   

Inserting a service order

1. Log onto Readysell>Service Orders
2. Click on New
3. Insert the header details, eg machine-id, customer, customer order, order type, fault description 
   Link to document on service orders Service Orders

4. Click on Save once all of the header details have been inserted

    Service order header

   

5. When you are ready to allocate this service order to a technician, click on Workflow status and select the next status for this service order
   Not until you select 'Assigned' and select the technician will a service call be created.
   Not until you select 'Assigned' and select the 'Technician' that has been set to 'show on schedule' will an event be created on the schedule.
   When you are ready to assign a technician to the service order, the assigned technician window will appear
   Only the users flagged as 'technicians' and 'show on the schedule' will appear in the list
   If you select a technician that is flagged as both 'Technician' and 'show on schedule' will you need to fill in Estimated Duration and Scheduled Date/Time'
   If you select a technician that is only flagged as 'Technician' you will only need to select the technician. No event or schedule will be created for that call for that technician
   
   

    Assigning Technician

   

   
   

    User set to show on schedule

   

    User not to show on schedule

   

6. Once you assigned the service order to the appropriate technician that has been set up to show on schedule and you click on Save on the service order will a service call and event be created

    Service call created