Using 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. It is recommended that appointment labels be set up to help categorize and color code appointments. You will also need the proper defaults set up for Op and Rate codes. You can find more information on how to set up these items in the help document "Setting up the Service Calendar".

Linking to an RO will create all information on the appointment for you except for the Service Subject, Resource, Description (optional), and Start/End Date/Time. You are linking directly to the specific Service Issue on the RO with each appointment. The appointment will create a labor line using the Default Op/Rate codes for the Resource if that Resource is a Service Technician. No other information will be written to the RO from the Appointment. The RO information will display on the appointment, but does not change your Appointment Description or Date/Times.

Creating a New RO from the appointment will populate the Customer, Service Writer, Service Type, Wholegood, and Description as input on the appointment. If the Service Resource chosen is a Service Tech, the system will create a Labor Line using the Default Op/Rate codes for the Resource. At this point, the Service Issue Description and Appointment Description are separate and can be edited separately.

After an RO and an Appointment are linked, no information will be written to or from the RO and the Appointment with the exception of a Labor Line (if you change the Service Resource to a different Technician). You can change the RO linked to an appointment by clicking on the Link to Existing RO button and choosing a different RO/Service Issue. This will update the Customer, Wholegood, Service Writer, and Service Type on the Appointment. It will not change the Appointment Description if you typed one on the Appointment.

You have the ability to create multiple appointments for each RO tied to individual service issues on multiple dates/times. You can also assign multiple technicians to a single service issue on multiple dates/times.

You can create appointments tied to Service Estimates only if the option to “Allow Time Entry” is checked on the Service Estimate.

You cannot link an appointment with a Service Technician assigned when that Repair Order is open on your workstation. You will need to save and close the RO before creating the linked appointment. You can re-open the RO from the appointment after linking.

Below are examples of Creating an Appointment by Linking to an Existing RO and Creating an RO from an existing appointment.

1. Example of Manually Setting up Appointment then creating RO from Appointment.