Summary

Appointments are an essential part of the work undertaken in Oneserve. Using Search Views and Advanced Search syntax you can easily search for information about appointments across the application, including their status, resources, and associated jobs.

Guide

Pending Appointments

Using the Job Search page you can use the Has Pending Appointment filter to view jobs with or without a pending appointment.

Using the cog icon on the right hand side add the Pending Appointment column. This will display True or False against job depending on if they have a pending appointment or not.

Under More Filters you can select Has Pending Appointment. This is a toggle function that you can set to True or False.

Jobs With Appointments

Syntax

• status = the status of appointment: Pending, In Progress, Complete, All
• resource = the name of the resource who is assigned the appointment or All
• activityCount = count of number resources on activities

Examples

• Returns all jobs that have Pending appointments for any resource.

job in jobsWithAppointments(pending,all)

• Returns all jobs that have In Progress appointments assigned to Colin.

job in jobsWithAppointments("in progress","Colin")

• Returns all jobs that have a resource count of 2 on the activity. The Jobs will need to have an appointment and assigned to any supplier and any resource.

job in jobsWithAppointments(ALL,ALL,”2”)

Appointments with Resources

There are three columns to display appointment resource name, if you have multiple appointments at the same status it will display all resource names separated with a comma.

Using the cog option you can search for the following columns

• Pending Appointment Resource
• In Progress Appointment Resource
• Completed Appointment Resource

Using the queries above you can find jobs for particular resources. For example, to show all jobs with In Progress appointments assigned to Mike, you can search for:

job in jobsWithAppointments("in progress",'Mike')

Late Start

Late start will compare the

• status = the status of appointment: Pending, In Progress, Complete or All
• resource = the name of the resource who is assigned the appointment or All
• activityCount = count of number resources on activities
• late start = Using True or False

Example

• Returns all jobs with pending, in progress and complete appointments, assigned to any resource, any number of activities and jobs that started late

job in jobsWithAppointments(ALL,ALL,ALL,true)