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Appointment Activity (SOR) Overview

Activity details

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.  See Activities section for more details.

If there is no supplier or resource name against an activity then the activity has not been assigned to an appointment and the “make appointment” action be still be available in the resources tab. See Resources section for more details.

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

Pooled appointment activity details

Due to optimisation rules, if an appointment is created as pooled, the resource may change 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 drive estimation and resource planning 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.

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