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Schedule Markers |
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Schedule Markers would be used to identify events that are not service workorder items.
Schedule Markers display with rounded edges when viewing the Schedule screen, whereas workorder items are square.
For example, you may create a schedule marker for a user that is in training and not available for service. Or you may create a schedule marker to identify a day that a schedulable user is not available due to a dentist appointment.
You can quickly create a Schedule Marker by selecting a time frame and selecting the New Schedule Marker button on the toolbar which will auto enter the date and time frame still allowing you to select for whom the Schedule Marker is for.
NOTE: Schedule Markers can also be a Follow Up for a specific workorder, or quote, PM, client or unit.
Source A Schedule Marker can be for one user, for users in a specific region, or for all users (Global) regardless of which region they belong to.
Schedule Marker Name This is where you enter a summary or “name” of what this schedule marker is for
Start Date & Time This is where you select the start date and time of the schedule marker unless you had pre-selected on the Schedule screen's specific day.
Stop Date & Time This is where you select the stop date and time of the schedule marker unless you had pre-selected on the Schedule screen's specific day.
Color This is where you select what color you want the schedule marker to display as in the Schedule screen. You can leave this blank
Notes This is where you can enter additional information pertaining to the schedule marker.
See also: How do I duplicate a Schedule Marker? Workorder entry screen menu items - Follow Up
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