Reschedule work order appointment in the CSM Configurable Workspace

Reschedule appointment for an associated work order to dispatch agent to address the customer issue based on rescheduled time slot.

Before you begin

Role required: wm_qualifier and sn_customerservice_agent, or wm_qualifier and sn_customerservice.consumer_agent

Setup the Field Service Order Configuration to book an appointment for work orders and Field Service Task Configuration to book an appointment for work order tasks. For more information, see Configuring Appointment Booking.

Procedure

1. Navigate to All > Workspaces > CSM/FSM Configurable Workspace.
2. Click the Lists icon ()
3. Open either work order or work order task.
   • To reschedule an appointment for a work order, navigate to Work Orders > Created by me, and then select the desired work order.
   • To reschedule an appointment for a work order task, navigate to Work Order Tasks > Created by me, and then select the desired work order task.
4. To reschedule an appointment:
   1. Click Reschedule Appointment.
   2. In the Reschedule appointment dialog box, view available appointment time slots, and then select the desired day and time.
   3. Click Reschedule.
   The application reschedules an appointment for the work order.