Before you begin
Open the work order you want to schedule. Check its owner and the time the visit is expected to take.
Step by step
- Open the work order and use its scheduling action, or open Calendar and choose the available add-visit action.
- Select the work, date, start and end times, and the people needed for the visit.
- Review any availability message. Resolve a conflict or follow the permitted override process with a clear reason.
- Save the visit and check it in Calendar.
- After the visit, record its outcome. Complete the work order separately when the work itself is finished.
What happens next
The visit appears in the calendar with its planned people and times. Your team can see the plan and record the actual outcome after attending.
Need a hand?
A completed visit is not the same as completed work. If you cannot attend or gain access, record the actual outcome and explain it so the team can decide the next step. Only the scheduling actions offered to you are available.
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