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You need to activate the functionality by reviewing the new question in BC Configuration related to Resource Scheduling as shown below:

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TARGET ROLE: Aligns with resource planner/dispatcher role in organizations

Functionality Overview

  • Schedule ticket/item to service technician based on technicians’ calendar and service team
  • Service team members determined based on service org. assignments
  • Visibility of work tickets that need to be scheduled and relevant ticket elements
  • Drag and Drop placement
  • Real-time updates with calendar and mobile

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Navigation to ticket details from gantt

Non work ticket calendar items are reflected in the gantt (appointments, meetings, etc.)

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Color coded to show deviations from plan/norm

  • Green – current or future scheduled. Can be in process/completed on time
  • Blue – indicates a deviation from plan, such as worked/confirmed in the future
  • Yellow – Requires attention. Assignment lies in past but still in progress.
  • Red – Not OK – open in the past

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Work Ticket relevant

  • Ticket must have selected service item assigned
  • Service type item must be checked as “Scheduling Relevant”
  • Service item duration is used to determine scheduled duration
  • Service item description appears in the demand list
  • Action: Release for scheduling, Work progress changes to “In scheduling”

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Confirmations

  • Via Calendar/Appointment: Set as In Process or Complete to updated gantt
  • Via Ticket – set actual values in service item + actions. These do not update the RS today

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