To rearrange a repair inspection appointment

The procedure to rearrange a repair inspection appointment is as follows:

1. Using the global search facility, type in the first few characters of either the contact who requested the repair or the asset address 1.
2. Double-click on the row containing the exact record match. Where the expected record is not listed, a more advanced search can be conducted using the spy-glass icon ().
3. Click on Repair Requests (contact summary 360 view) or Repairs (for an asset) 2. The Repairs History tile (or Repairs tab) is activated, revealing a list of all recorded repairs in the Repairs History summary table.
4. Double-click on the row containing the specific repair request against which a scheduled inspection appointment is to be rearranged. The Repair Request window is displayed.
5. Click on Inspections. The Inspections tab is activated and all recorded inspections are displayed in the List of Inspections summary table.
6. Double-click on the row containing the specific inspection for which a scheduled appointment is to be rearranged. The Details tab is activated.
7. Click on Appointments. The Appointments tab is activated and all recorded appointments are displayed in the Appointments summary table.
8. Double-click on the row containing the specific appointment to be rearranged. The details of the appointment are displayed.
9. Click on Rearrange 3. The Select Inspector window is displayed, revealing the current diary availability for the inspector linked to the original appointment 4.
10. Choose the desired slots for the rearranged appointment from the calendar (or discrete time durations for inspectors employing a time-based diary booking system) 5. Each chosen slot is marked with a tick icon (); selected time durations are highlighted.
11. Where the selected appointment is outside of the preferred slot for the repair inspection (denoted in AMBER or RED), an Override reason must be selected using the drop-down field provided.
12. Click on Confirm Appointment.

Note

1 The search facility will automatically return all possible matches for a contact's first name and last name once the Number of characters before an automatic search commences system preference is reached; it will likewise return all possible matches for any corresponding address field.

2 The availability and customisation of all Contact Summary 360 View tiles is controlled separately for each end user via their unique system profile.

3 It is only permitted to rearrange a repair inspection appointment where its status is set to Booked.

4 The target compliance status (Green - Amber - Red - White) indicates an inspector's availability relative to the target start and completion date period for the inspection, summarised in the table below.

5 Where the rearranged appointment exceeds the inspection target period an Override reason must be selected using the drop-down field provided.

See related topics...

Repairs appointment management overview

To add a repair inspection

To cancel a repair inspection

To define the user profile

Using the search facility