FSMv5: Schedule, assign, & unassign a Task
Summary
Audience: Dispatchers, Admin Support
This Job Aid is for all FSM dispatch users and individuals who schedule installations and service calls using the FSM website to manage orders and tasks.
Table of Contents
| Schedule a Task |
Open the Unscheduled Task and verify the Date from date and time range.
Select Get slots button.
The Choose timeslot window opens.
Select the Change appointment button to select the open date and time slot for the appointment.
You can see additional open timeslots by selecting the numbers or arrows at the bottom of the window.
The Task is now in the Unassigned, Task status. Verify the Appointment slot.
Now we can assign the Task to a Technician.
| Assign Tasks |
To assign a task, click on the Calendar button in the top left corner.
The Calendar window opens. The Appointment slot is displayed in yellow in the Task id row.
Note: You can return to the Task details page by clicking the Task id.
The Technician must have a working time setup to assign the Task.
Right-click on the Technician row of the calendar. Hover over Add Availability and select Working time.
A green bar will be inserted. This represents the technician’s available working time.
Drag the green bar in either direction to extend available work times. The green bar must be within the same time limit or greater than the appointment slot to assign the work order.
When the work order time frame and technician’s available working time (green bar) are inserted, we can now assign the technician to the work order.
Click the checkbox, to the right of the Technician’s name to assign the Technician.
| Unassign Tasks |
To unassign a Technician from the Task, you simply uncheck the box next to the technician.
This will completely remove the technician from the order.
Once you unselect the box it will unassign the technician from the Task and then autosave the Task.
The Task can be assigned to a different technician.