Setting up the Service Calendar

The purpose of the Service Calendar in RIMSS is to provide a process for assigning Service Issues from Repair Orders and Tasks to Service Technicians and Service Employees today and in the future. 

Prior to using the Service Calendar, Service Resources must be set up for the calendar. Service Resources are all tied to Employees. If you have a resource that you want to add to the calendar that is not an employee, you will need to set up an Employee Record for that resource.

Once you have added all Service Resources, you are ready to begin using the calendar. You will want to set up your Appointment Subjects. The Subject will help categorize and color code the appointments on the Service Calendar.

Additional Items to consider in setting up to use the Service Calendar:

1. You must have a Location Default Op Code and Rate Code set up for the Calendar to be able to create an RO from an Appointment.
2. The Location Default Op Code must have “Default on Repair Orders” checked. These defaults will be used every time an RO is created. If you want a different Op Code than the default, it will need to be updated on the RO after creation.
3. Rate Codes are added in the following priority:

a. Customer Master Rate Code Override

b. Rate assigned to the Default Op Code

c. Location Default Rate Code

Once these items are set up, you are ready to begin using the Service Calendar. Please refer to the help document “Using the Service Calendar” for additional information.