Appointments are the tasks that a Customer Portal user wants to perform on an asset. Appointments are created either by the FASTER Web user on the Calendar page of the Maintenance module or by the Customer Portal user in the Appointments section of the Customer Portal.
With required permissions, the FASTER Web user can add, edit, confirm, and cancel appointments in the Calendar page and also view, edit, confirm, and cancel the appointments created by the Customer Portal user. After creating an appointment in FASTER Web, an email notification is sent to the asset contacts and to all the persons for whom the notification is set in the Setup.
You can create an appointment for an asset. Creating an appointment includes assigning appointment status, date and time, and asset contacts to receive email notifications about the appointment.
Note: You cannot create an appointment for the past date and time and for assets in Closed or Disposed status.
1. Click the Maintenance module.
2. In the Actions section, click Calendar.
The Calendar page opens.
3. In the calendar area, right-click and select Create Appointment.
The Create Appointment dialog box opens.
4. In the Asset Number, VIN/Serial Number or License Plate box, type the asset number, vehicle identification number, or license number of the asset.
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Note: Optionally, select the organization of the asset in the Organization list. |
5. Click the Verify Asset link to verify if the asset number is present in FASTER Web.
6. One of the following occurs:
§ If there is a single asset present in FASTER Web for the specified asset, VIN, or license plate number, the Create Appointment dialog box is displayed.
§ If there are multiple assets present in FASTER Web for the specified asset, VIN, or license plate number, the Select an Asset dialog box is displayed. In the Action column, click the Select link next to the asset for which you want to create an appointment. The Create Appointment dialog box is displayed.
§ If there are no assets available for the specified asset, VIN, or license plate number, an error message is displayed.
7. In the Shop list, select the maintenance shop to create an appointment.
8. In the Appointment Status list, select the appointment status as Waiting for Customer to confirm or Confirmed.
9. In the Appointment Date/Time field, type the date and time in the MM/DD/YYYY HH:MM:SS AM/PM format.
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Note: You can also select the date and time by clicking the The Select Customer Appointment Date/Time dialog box opens displaying the available time slots for the current date. You can click the navigation arrows ( |
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Note: Optionally, you can specify the following optional fields: · To create the appointment beyond the specified time limit of the selected maintenance shop, select the After Hours Appointment check box. The After Hours Appointment check box is available only if the Allow After Hours Appointment/s check box is selected for the maintenance shop in the Setup > Maintenance > Fields > Maintenance Shop picklist. · In the Appointment Note box, type a brief description about the appointment. · The Asset Contact/s that will Receive Appointment Invite section displays the details of the person who is assigned to the asset as an asset contact and who has the receive email notification for appointment set in the asset contact. This contact person receives an email notification when the appointment is created. · The Additional Asset Contact/s that can be included in Appointment section displays the details of the person who is assigned to the asset as an asset contact but who does not have receive email notification for the appointment set in the asset contact. In the Email Notifications column, select the check box for this contact person to receive an email notification when the appointment is created. · The Send Notification on Save check box is selected by default. The email notification is sent to the following: § Contacts listed in the Asset Contact/s that will Receive Appointment Invite section. § Contacts selected in the Additional Asset Contact/s that can be included in Appointment section. § Persons who have appointment email notification configured for the selected maintenance shop in the Setup module > Administrative Setup > Manage Security > Persons > Notification Settings. · If you do not want to send email notification to any of the contacts, clear the Send Notification on Save check box. · If the Auto Approve Appointment is configured for selected maintenance shop, the Confirmed option is selected for Appointment status drop-down and is disabled. · If the Auto-approve appointment is not configured, Appointment status drop-down is enabled, and user can select appropriate status. · The FASTER Web system restricts a user from creating an appointment for unavailable time range of the maintenance shop. In Calendar, when maintenance shop administrator tries to book the appointment, date time range in the ‘select Customer Appointment Date/Time’ pop-up is disabled. · When user clicks on the save button in the appointment pop-up, the system checks whether appointment Date/Time is overlapping the maintenance shop unavailability or not. If yes, the system displays the following error message "Customer Appointments cannot be made because the maintenance shop is unavailable for the selected date/time. Please select different date/time." |
10. When finished, click one of the following:
You can edit an appointment to modify or update the details of the appointment. You can edit the appointments created in FASTER Web or created by the Customer Portal user. After the appointment is modified or updated, an email notification is sent to the asset contacts.
1. Click the Maintenance module.
2. In the Actions section, click Calendar.
The Calendar page opens.
3. Using the calendar search, search the appointment that you want to edit.
The appointment is displayed in the calendar area.
4. Right-click the appointment and select Edit Appointment.
Note: You can also double-click the appointment to edit an appointment.
The Edit Appointment dialog box opens.
5. Make the required changes.
6. Click one of the following:
With the required permission, you can confirm the appointments created in FASTER Web. You can also confirm the appointments created by the Customer Portal user. After the appointment is confirmed, an email notification is sent to the asset contacts.
1. Click the Maintenance module.
2. In the Actions section, click Calendar.
The Calendar page opens.
3. Using the calendar search, search the appointment that you want to edit.
The appointment is displayed in the calendar area.
4. Right-click the appointment and select Confirm Appointment.
The appointment is confirmed.
Note: You can also confirm an appointment in the Edit Appointment dialog box. In the Edit Appointment dialog box, in the Appointment Status list, select Confirm.
With the required permission, you can cancel the appointments created in FASTER Web or created by the Customer Portal user. After the appointment is cancelled, an email notification is sent to the asset contacts.
1. Click the Maintenance module.
2. In the Actions section, click Calendar.
The Calendar page opens.
3. Using the calendar search, search the appointment that you want to edit.
The appointment is displayed in the calendar area.
4. Right-click the appointment and select Cancel Appointment.
The appointment is cancelled.
Note: You can also cancel an appointment in the Edit Appointment dialog box. In the Edit Appointment dialog box, in the Appointment Status list, select Cancel.
icon.
) to move back and forth on the calendar and click 
to open the calendar and select a date and time.