Revision as of 18:24, 5 October 2015

Setup

Installers

- Designate some employees as installers (Configuration -> Employees -> Employees) - Edit their schedules (Configuration -> Employees -> Installer availability)

Ticketing

- Create (or designate) a queue for appointments (installations, removals, etc.), and set the ticket_system-appointments-queueid config to this queue - Make sure the installer employees can own / see / edit tickets in this queue (add them to a ticketing group with OwnTicket / SeeQueue on that queue or global, etc.) - Display appointment type in list (optional): Setup a custom field in this queue and set ticket_system-appointments-custom_field to this field

Packages

- Setup a package category for packages that can schedule appointments - In the package category, select a queue for appointments or pick "Agent-specific queue"

Employee rights

(while scheduling is still under heavy dev, once its ready for more general use we'll have default rights and the upgrade do this)

- Give one or more employee groups "View appointments" and "Make appointment" (in Customer package rights)

Usage

- Appointments tab or section in customer view - Tools -> Customers -> Appointments