Appointments for Work

This article details how to add appointments to existing work in the Control Panel. Adding Appointment Date and/or Time for work in the Control Panel will allow anyone to view, sort, filter, and plan for upcoming appointments. 
Note: Any Appointment Date and/or Time will be removed after the work is performed (just like the Assign and change workstate menu options).

Add an Appointment Date and/or Appointment Time

Control Panel

1. From the Control Panel, select the checkbox(s) for row(s) that need an Appointment Date and/or Appointment Time.

   

2. Select the "Work Action" drop-down menu from top left corner of the Control Panel.

   

3. From the drop-down menu select "Add Appointment".

   

4. From the pop-up window, choose a Date and/or Time and click "Save Appointment" once the date and time are correct.

   

5. The Appointment Date and Appointment Time will be added to the grid. entry for the selected piece of work.
   Note: See the directions below for adding additional columns like "Appointment Date" and "Appointment Time"