Configuring Appointment Access

Engage > Configuring Appointment Access

Appointments are displayed for the following scenarios.

• Work Orders created and linked to Customer Requests in Engage.

• Work Orders related to Preventative Maintenance Plans.

You can configure the following Engage objects at a high level for Appointment Access.

• Customer Request (Parent)

• Appointment Request Detail (Child)

• Date Update Detail (Child)

Configuring Technician Location and Arrival Time

You can configure the location tracking so that the end users can view the technician location and arrival time. For configuration details, see Configuring Location Tracking for Engage.

End Users can view the Appointment Details Screen to track the technician location and arrival time.

ETA of Technician Arrival Permission Set

To ensure that the Engage users can view the ETA of technician arrival, provide READ access to the following fields of the work order.

Object	Field Permission
SVMXC__Street__c	Read
SVMXC__City__c	Read
SVMXC__State__c	Read
SVMXC__Country__c	Read
SVMXC__Zip__c	Read
SVMXC__Latitude__c	Read
SVMXC__Longitude__c	Read

Troubleshooting Tips

If the user cannot view the appointments in Engage mobile application:

• Ensure the status of the Work Order is Open.

• Check Sharing Rules on Work Order object.

• Ensure the system permission Access Activities is checked if using the SFDC Event object.

• Check sharing rules on that object if using the SVMX Event object.

Refer to the Mobile App Log file that indicates any permissions issues.

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