Creating Multiple Appointments
Default maximum durations for new Appointments are based on the value configured in the Default Appointment Duration setting. After you create multiple Appointments, if the remaining service duration of the associated Jobs exceed defined Default Appointment Duration setting values or the duration values you set in the Dispatch Job dialog box, Service Board automatically creates multiple Appointments based on Default Appointment Duration values until Estimated Service Duration values are reached. You can edit Jobs and Appointments to adjust these durations as needed, and you can also create multiple Appointments manually.
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• If Default Appointment Duration setting values are not defined, automatic multiple-Appointment creation is disabled.
• By default, available working hours for selected Resources are searched for the 12 weeks after scheduled starting dates and times for Jobs. In cases where total available working hours for selected Resources within 12 weeks are less than Estimated Service Duration field values, only partial groups of Appointments are created. Hours scheduled in temporarily created Appointments (plus any hours scheduled in previously created Appointments for the same Jobs if applicable) are subtracted from Estimated Service Duration field values to calculate remaining hours, which are left unscheduled. If no available working hours are found within the 12-week search window, scheduling fails. If error messages appear and inform you of this issue, your system administrator can configure a longer search window.
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To create multiple Appointments:
1. In the Job List, drag and drop one or more Jobs into the Calendar row for the Resource that you want to assign.
2. In the Dispatch Job dialog box, update field values as needed, and then click Save.
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If the Dispatch Job dialog box is not enabled for your Service Board tenant, skip step 2, and continue with step 3.
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3. If remaining service duration values for Jobs exceed the values of Default Appointment Duration settings, in the Confirmation dialog box, review Appointment details, and then click Yes to accept the Appointments or No, create one appointment to schedule multiple Appointments manually.
| | If no Default Appointment Duration setting value is defined for your Service Board tenant, multiple Appointments are not automatically created, and the Confirmation dialog box does not appear. |
4. To create multiple Appointments manually, do one of the following:
◦ If you clicked No, create one appointment in the previous step, drag and drop the same Jobs into the same Calendar row to create another Appointment.
◦ If the Dispatch Job dialog box is disabled, drag Jobs into the row for the Resource you want to dispatch, and then if needed, edit Appointment duration values to specify the amount of time to schedule for the first Appointment.
5. Drag and drop the same Jobs into the same row as many more times as needed until remaining service duration values are less than Default Appointment Duration values or the duration you defined for the first Appointment.
For more information: