Appointment Activity Overview



Once appointments have been made the activity tab of the job details page will be updated. Against each activity the resource and supplier will be populated.

If all activities have been assigned to a resource, then no further appointments can be made unless additional activities are added.

Pooled appointment activity details

Pooled appointmemnts handled by the optimiser may change resource up to the optimisation cut-off date. Where the activity has been assigned to a pooled appointment the resource name against the activity will be shown in italics to demonstrate that this name may be altered if optimisation moves the appointment to a different resource. The initial assignment is shown as this assignment relationship is required to estimate drive time and to surface details for reports.

Fixed appointment activity details

If a fixed appointment has been made then the resource details against the activity will be in normal text as this resource will be the resource that carries out the activity/appointment.