Scheduling

So now that we have a list of inspections that have been assigned to us, browse up and down the page noting the locations and making decisions about which one to call first . . .

Here's a closer look at the list of inspections in the Assign list or the Scheduling list if you prefer, they are one in the same.:

Scheduling list / Assinged list

Points of interest include the location column and the link labeled "Schedule" and the data in the "location column."

The Location column is useful when deciding whom to call first. I have requested that these lists be sortable by column name, but it was way down in priority of requests so it may never happen. I would gladly fix it if they would only just let me . . .

OK, now were ready to make our first call. Lets pick an inspection to try and schedule.

Click the link labeled "Schedule" and presto:

processing - please wait

Then just a moment later, the Scheduling Box appears:

Scheduling Box

A lot happens in this little and easy to use box. Let me explain the circles:

Orange
- The homeowners contact info
Red
- The field marked 1st is a required field. It's looking for a date
  - Click this field, magic occurs:
    
    . . . very helpful magic!
  - Use the "Date Picker" to enter a date (you can also type it if you prefer to keep your hands on the keyboard).
  - IF you get that date with the sexy senior citizen, Mr Lautar, then move to the blue circle in the Scheduling box.
- This field, awkwardly labeled "Inspection Scheduled Date," is a required field
  - Click in this box to open another date picker, use it to enter a date.
Blue
- Suspend
- This check box lets you suspend an Inspection.
  - There's no manager approval necessary but Tami has probably communicated the rules regarding this by the time this page is published.

For the sake of documentation, let's say we've entered a Appointment Date and it's time to move on:

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Scheduling