Schedule Activity

Go to Menu - Scheduler - Graphical Scheduler

Schedule Activity

      Click on  icon to schedule 

            Pick the activity from drop down list with start and end time

            Select the relevant client, site and contact details. 

            Insert Job reference if necessary

            Add Notes if necessary

            Select support member (list of employees) if necessary who will be supporting the field person

            Click against the field person on the respective day/date and save

Similarly, you can schedule the same job to same or other employees on different dates,

To add another schedule activity, simply fill in the respective details and click against the employee and save it 

      Upon save, email notification gets sent to the user updating about the scheduled Activity

      Synergy App - Scheduled Activity will also get updated accordingly for the user

Edit Schedule

      Right Click on the scheduled activity and click Edit Scheduled Activity. 

      Change parameter as required and save it

Delete Activity 

      Click on icon against the item to delete.

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