Configuring the Service Scheduling Screens

  1. Navigate to Product Support > Service > Service Scheduling.

    The Work Order Service Scheduling or the Technician Service Scheduling screen appears, depending on the configured Service Scheduling Method.

  2. On either Service Scheduling screen, click the Filter icon in the side bar.

    Selection Criteria

    Note:  Different selection criteria appear depending on the Service Scheduling screen you are using. For the purpose of this procedure, we are using the options displayed for the Work Order Service Scheduling screen.

  3. Use the filter options Select Status, Select Technician, Select Model, Select Type/ Reason, Select Shop/ Bay, Select Customer, and Select Inside/ Outside Shift to determine which work orders will appear in the sidebar of the Service Scheduling screen.

  4. In the Schedule By Segment field, select whether to display individual work order segments on the Service Scheduling screen.
    If activated, any work orders with multiple segments will appear as multiple entries on the Service Scheduling screen.

    Note:  This field only applies to the Work Order Service Scheduling screen. By default, all work order blocks on the Technician Service Scheduling screen can represent multiple or individual work order segments. For details, see the Drag and Drop Service Scheduling Overview topic.

  5. In the Display field, select the items you want to display for each work order listed on the Side Bar or Calendar view of the Service Scheduling screen.

    Note:  For more information about each option, see either the Work Order Service SchedulingSelection Criteria screen help topic or the Technician Service SchedulingSelection Criteria screen help topic.

  6. (OPTIONAL) To save your selections so that the Service Scheduling screen always displays the same information/ work order blocks, click the Bookmark icon and select Save Defaults from the pop up menu.

  7. After making your selections, click Save.

    The Service Scheduling screen appears displaying the updated results.

Security: 819 - Product Support - Service Scheduling

Revision: 2026.03