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SERVICE BOARD | Add Search Appointment with Appointment Filter and Table with Filter

SERVICE BOARD | Add Search Appointment with Appointment Filter and Table with Filter

SERVICE BOARD | Add Search Appointment with Appointment Filter and Table with Filter

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We need the ability to search on Events/Appointments in Service Board with the options "Appointment Filter" & "Appointment Table with Filter".

This is to search for all Appointments where the status is not yet Confirmed/Accepted. As only showing colors for Appointments doesn't work with a view Dispatchers who are Dispatching for all Service Teams of the Entire USA.

This functionality already exists on Jobs and the same should be possible for the Appointments to lift out those that need attention.

See below Mockup of how this could look like.

 

Appointment Search Mockup.png

What is the underlying problem do you intend to solve with this idea?
Find all Appointments which are not Confirmed by the Technician so Dispatchers can quickly get a list of those Appointments that need followup by calling the Technician
How is the problem being addressed today, if at all?
Mapping Appointment Status into a Job Status value and use Job List Views instead. However, this will not work if you are scheduling a job multiple times/resources
Product Area?
Service Board
What version of ServiceMax are you on?
20.1
Tags (1)
5 Comments
Product Team
Product Team
Status changed to: Product Team Review

@jeroen_schwankh - Let's also add this one to our discussion list.  This one is a bit trickier as the available method to display the appointment search results is completely different than the job list.  

cc: @malik_khan 

Pastry Chef
Pastry Chef

Main thing here is to view a list of events where Appointment Status plays a major role so see which ones are still pending plus additional details. So a grand overview.

Product Team
Product Team

@lucas_argentim @SertacOzen - Is this what you are thinking as well?  

Line Chef
Line Chef

@mayhul ,Yes, I will also add that it will be good to search low priority appointments so we can reschedule them to open space for more urgent activities that is popping up. We should not filter the appointments on the gannt instead we should be able to highlight the filter results.. Let me know if there is more clarification is needed.

Pastry Chef
Pastry Chef

@mayhul  Priority is a value on the Job record where you can already search on and then choose Show on Calendar to see those.

 

This request is for certain on Appointments not Jobs for values that are not on the Job like the Appointment Status value.