Block the calendar of a field agent based on an Emergency Exposure Management diagnostic report

Block the calendar of affected and potentially affected agents based on an Emergency Exposure Management diagnostic report.

Before you begin

Role required: wm_manager

About this task

As the Field Service manager, you can view a diagnostic report and take appropriate action to mitigate the spread of infection. You can promote agent safety by blocking the availability of the affected and potentially exposed agents for future dates on the calendar. For more information about the agent calendar, see Configure the agent calendar.

Procedure

1. Navigate to All > Field Service > Manager > Diagnostic Reports.
2. In the Diagnostics Request form, click the number of the diagnostic request.
3. Click Block Agent Calendar to block the affected agent's calendar.
4. On the Schedule Entry new record form, fill in the fields.

   Table 1. Schedule Entry

   Field	Description
   User	Name of the agent.
   Name	Descriptive name for the event.
   Type	Type of event scheduled for the agent. Note: The event type configurations are inactive by default. For information about activating them, see Create an event configuration for the agent calendar. The event types are: Time off: Personal or work-related event Appointment: Appointment for a service Meeting: Work-related meeting Phone call: Work-related phone call Excluded: User is not available for task assignments On call: Event created while on call with user Time off- in approval: Approved personal or work-related event Time off- rejected: Rejected personal or work-related event
   When	Start date and time of the personal event.
   To	End date and time of the personal event.
   All day	Option for indicating that the event lasts all day.
   Notes	Enter notes for the event, if any.

5. Click Submit.
6. If there are potentially affected agents, block their calendars by doing the following:
   1. Click the Impacted field agents tab.
   2. In the Field Service Impacted Users list, click the diagnostic request number.
   3. Repeat steps 3 through 5 to block the calendar of a potentially affected agent for future dates.