Book work order appointment in the CSM Configurable Workspace

Book appointment for an associated work order or work order task to dispatch agent to address the customer issue.

Avant de commencer

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.

Procédure

1. Navigate to All > Workspaces > CSM/FSM Configurable Workspace.
2. Click the List icon ().
3. Open either work order or work order task.
   • To book an appointment for a work order, navigate to Work Orders > Created by me, and then select the desired work order.
   • To book 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 book an appointment:
   1. Click Book Appointment.
   2. In the Schedule appointment dialog box, view available appointment time slots, and then select the desired day and time.
   3. Click Schedule.
   The application books an appointment for the work order or the work order task depending upon your selection.

Tâches associées

• Reschedule work order appointment in the CSM Configurable Workspace
• Cancel work order appointment in CSM Agent Workspace