Objectives 💡This article outlines how to schedule Maintenance Visits in BuildOps. |
Things to consider
● Prior to starting this workflow, verify that your Service
Agreement Settings are configured accordingly.
TABLE OF CONTENTS
How To Schedule A Maintenance Visit
From the Maintenance Table
From A Maintenance Page
From A Service Agreement
From The Unassigned Tray On The Dispatch Board
How To Schedule A Maintenance Visit
There are 4 ways to schedule a Maintenance Visit:
1. From the Maintenance Table
2. From a Maintenance Page
3. From a Service Agreement
4. From the Unassigned tray on the Dispatch Board
From the Maintenance Table
1. To access the Maintenance Table, hover over Operations → click
Maintenance.
2. On the Maintenance Table, you will see all Maintenances. To
quickly filter for only Unscheduled Maintenances, click the
Unscheduled tab at the top of the table.
3. Check the box next to the Maintenance(s) you want to schedule a
Visit for.
4. Click “CREATE VISITS” (upper right corner).
5. Select Bulk Visit Creation to create multiple Visits based on one
set of inputs or select Manual Visit Creation to manually assign a
time, date, & technicians for each Visit. Click CREATE VISITS.
6. Click the arrow in the upper left to expand the Visit Information.
Fill in the data fields and click CREATE VISITS.
NOTE: A date, starting time, and technician must be selected for
this Visit to appear as Scheduled on the Dispatch Board. If one of
more of these data fields are missing, the Visit status will be
Unassigned.
After you create the Visit, the Visit status and the Maintenance
status will change to Scheduled.
From A Maintenance Page
1. Click on the Maintenance number to open the Maintenance
page.
2. On the Maintenance page, you will automatically land in the
Scheduling tab. Click SCHEDULE (under Visit #1).
3. If there is no Visit on the Maintenance, click ADD VISIT (right side
of the page) and fill in the details to create a scheduled Visit.
4. Add a date, time, and primary technician. Fill in the other data
fields (if applicable).
5. Once you have successfully added the required data fields, click
SAVE (upper right corner). The Visit status and the Maintenance
status will change to Scheduled.
❗If you need to make any changes to the Visit details, click
RESCHEDULE.
From A Service Agreement
1. To access a Service Agreement,
○ hover over Operations → click Service Agreements → click
the Service Agreement name or number.
○ Or, use the global search.
2. From the Service Agreement page, you will automatically land in
the Maintenances tab. Check the box next to the Maintenance
you wish to schedule.
3. Click CREATE VISITS (upper right side of the table)
4. Select Bulk Visit Creation to create multiple Visits based on one
set of inputs or select Manual Visit Creation to manually assign a
time, date, & technicians for each Visit. Click CREATE VISITS.
5. Click the arrow to expand the Visit Information. Fill in the data
fields and click CREATE VISITS.
NOTE: A date, starting time, and technician must be selected for
this Visit to appear as Scheduled on the Dispatch Board. If one of
more of these data fields are missing, the Visit status will be
Unassigned.
After you create the Visit, the Visit status and the Maintenance
status will change to Scheduled.
From The Unassigned Tray On The Dispatch Board
1. To access the Dispatch Board, hover over Dispatch → click
Dispatch Board.
2. At the bottom of the Dispatch Board, you will see Visit status tabs.
Click the Unassigned tab to expand the tray.
3. You can filter for specific Visits or use a saved table view.
4. Click on the Visit to drag and drop it onto the Dispatch Board or
click anywhere on the Visit line to open the Visit Side Panel.
5. From the Visit Side Panel, scroll down to the Scheduling section.
Select a Date & Time. Adjust the Visit duration if applicable. Next,
add a Primary Technician in the Departments & Technicians
section.
6. Click SAVE and your Visit will appear as Scheduled on the
Dispatch Board.
NOTE: At any point, if you want to change a Visit status back to
Unassigned, click on the Visit to open the Visit Side Panel and remove
the date, time, or technician and click SAVE.
❗The Visit will revert back to Unassigned and you can schedule it
when you are ready to by using one of the methods listed above.