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Scheduling appointments for I&T Tasks
How to schedule I&T tasks automatically to field users?
How to schedule I&T tasks automatically to field users?
Recurring appointments and default technician allocation streamline scheduling for routine tasks.
Allocate default technicians per service group via the Routines page on the property or using the Default technician allocator.
Set up recurring appointments for routine service levels on the property, and configure the recurrence and time.
After bulk-generating routine tasks, the forecasted appointment is automatically scheduled for the relevant task.
Why are there multiple appointments for the same I&T task when recurring appointments are used?
Why are there multiple appointments for the same I&T task when recurring appointments are used?
If multiple routine service levels with recurring appointments are combined into one task, each recurring appointment is carried over to the task upon generation, resulting in multiple scheduled appointments.
For example, when setting recurring appointments for 3 out of 4 routine service levels:
Upon generation, a single I&T task will have 3 appointments:
Set a recurring appointment on the most frequent routine service level, for example Monthly, to avoid duplicate appointments.
Managing existing appointments
How to reassign appointments in bulk when a field user calls in sick?
How to reassign appointments in bulk when a field user calls in sick?
1. Open the Appointments List (Scheduler > Send Notifications), add Technician and Schedule Before filters, select the affected field user in Technician, and adjust Schedule Before and Schedule After to match the absence period.
2. Select all relevant appointments, click Edit [X] Appointments, choose fill-in user in Update Technician and click Apply Changes.
