Allocating more than one engineer to a Job,Quote, Call or Event in the Timeline
If you wish to add two engineers to the one Job, there are a number of ways you can achieve this.
1. Select more than one engineer when scheduling the Job. To so that hold the control key down and select more than one engineer in teh engineer list (in box 1 below) then press Save. ALl appointments will appear on the diary or timeline.
Note that all the engineers selected are displayed in box 2
2. Copy and Paste an existing Appointment in the Timeline or Diary using the right mouse menu option
- Single click an existing item , right mouse click and select Copy.
- Point the mouse at another engineer and time then right mouse click and select past
This will create a new Appointment with the same Job, Call, Quote or Event number as the originating (copy) entry
3. Create another (second) appointment for the Job, Call or Quote then click on Schedule Job .
Load the call, job or quote then click on Schedule Job , dragging and dropping the new appointment in the Timeline or Diary
4. Create an Appointment directly in Timeline or Diary then select an existing Job, Call or Quote
- Either drag and drop against an engineer on Timeline or Diary or click on New Item in the Timeline module
- Click on Job or another category
- Select an existing Job, Call or Quote from the JobID list.
