Summary
Move appointments to another route or day in the map in the Calendar by holding down the Shift key as you click and drag your mouse across the map.
Key Points
Reschedule appointments due to circumstances beyond your control
Click your mouse in the Calendar map while holding the Shift key
Drag your mouse across the map
Release the mouse and the Change Route for Work Orders dialog box appears
Update the route selection
The appointments are moved to the new route.
When you want to move appointments to another route or day sometimes it helps to have a visual as to where those stops are.
In the Calendar move appointments to a new route by clicking your mouse in the calendar map while holding the shift key. This makes it easier to move appointments in one specific area. This is useful in scenarios such as:
end of day is cancelled due to rainout
truck breaks down and someone else needs to finish the day
redistributing workload
tech's wife is in labor
tech is in labor
Click your mouse in the Calendar map while holding the shift key. Drag your mouse to highlight the stops you want to move and release the mouse button. A red-line square appears.
The Change Route for Work Orders appears.
Select a destination route.
Select the new schedule date if the date is changing, otherwise, leave it blank.
If all future Work Orders are going to be updated, click the check box [x] Include all future work orders (will be changed if schedule date is not selected). Click the Change button and then click Ok.
The Work Orders are assigned to the new technician.
