To view a repair appointment

The procedure to view a repair appointment is as follows:

1. Using the global search facility, type in the first few characters of either the contact who requested the repair or the asset address 1.
2. Double-click on the row containing the exact record match. Where the expected record is not listed, a more advanced search can be conducted using the spy-glass icon ().
3. Click on Repair Requests (contact summary 360 view) or Repairs (for an asset) 2. The Repairs History tile (or Repairs tab) is activated, revealing a list of all recorded repairs in the Repairs History summary table.
4. Double-click on the row containing the specific repair request against which an appointment has been scheduled. The Repair Request window is displayed.
5. Click on Appointments. The Appointments tab is activated and all recorded inspection and order appointments are displayed in the Appointments summary table 3.
6. Double-click on the row containing the specific appointment to be analysed. The details of the appointment are displayed, including the scheduled date and time 4.

Note

1 The search facility will automatically return all possible matches for a contact's first name and last name once the Number of characters before an automatic search commences system preference is reached; it will likewise return all possible matches for any corresponding address field.

2 The availability and customisation of all Contact Summary 360 View tiles is controlled separately for each end user via their unique system profile.

3 Inspection and order appointments can be differentiated using the Entity type column.

4 The fields Appointment details, Outcome, Outcome date and Outcome notes can be amended through this window for appointments with a status of Booked.

See related topics...

Repairs appointment management overview

To rearrange a repair inspection appointment

To cancel a repair inspection

To cancel a repair order

To define the user profile

Using the search facility