Confirm a field service operation

Why confirm a field service operation?

This feature is particularly useful when you are using notifications to your customers. It allows you to communicate more precise time slots.

If you have a large time slot, e.g. 9am - 6pm, by confirming, it will be narrowed down to the smallest time slot within that slot, e.g. 5pm - 6pm.

The confirmed operations have priority over pending operations, and pending field service operations have priority over planned ones. Thus, when you add operations to an existing route and restart the optimisation, if all operations are not assigned to a route due to the agenda of your field workers, for example, the first operations that won't be assigned to workers will be the scheduled ones, then the pending ones and finally the confirmed ones.

How to confirm a field service operation?

You can confirm a task from one of the four tabs of the 'Organize' module.

From the 'Agenda' tab

1. Go to the 'Organize' module.
2. Click on the tab 'Agenda'.
3. Select the date on which the operation is planned using the date picker.
4. Carry out a double click on the operation to confirm.

   

5. Click on '…' and 'Confirm the field service'.

   

From the 'Routes' tab

1. Go to the 'Organize' module.
2. Click on the tab 'Routes'.
3. Select the date on which the operation is planned using the date picker.
4. Identify the route in which a field service operation must be confirmed and click on '…' and 'Route's detail'.

   

5. Identify the operation to be confirmed and click on '…' and 'Confirm the field service'.

   

From the 'Map' tab

1. Go to the 'Organize' module.
2. Click on the tab 'Map'.
3. Select the date on which the operation is planned using the date picker.
4. Identify and click on the icon corresponding to the operation to be confirmed.

   

5. Click on '…' in this window and 'Confirm the field service'.

   

From the 'List of field services' tab

1. Go to the 'Organize' module.
2. Click on the tab 'List of field services'.
3. Select the date on which the operation is planned using the date picker.
4. Identify the operation to confirm in the table and click on '…' and 'Confirm the field service'.

   

Cancel the confirmation of a field service operation

From the 'Agenda' tab

1. Go to the 'Organize' module.
2. Click on the tab 'Agenda'.
3. Select the date on which the operation is planned using the date picker.
4. Carry out adouble click on the operation.
5. Click on '…' in the window and 'Unconfirm the field service'.

From the 'Routes' tab

1. Go to the 'Organize' module.
2. Click on the 'Routes' tab.
3. Select the date on which the operation is planned using the date picker.
4. Identify the route in which a field service operation needs to be unconfirmed.
5. Click on '…' and 'Route's detail'.
6. Identify the field service operation to unconfirm and click on '…' and 'Unconfirm the field service'.

From the 'Map' tab

1. Go to the 'Resources' module.
2. Click on the 'Map' tab.
3. Select the date on which the field service operation is planned using the date picker.
4. Identify and click on the icon corresponding to the field service to unconfirm.
5. Click on '…' in the window and on 'Unconfirm the field service'.

From the 'List of field services' tab

1. Go to the 'Organize' module.
2. Click on the tab 'List of field services‘.
3. Select the date on which the field service operation is planned using the date picker.
4. Identify the operation to unconfirm on the table and click on '…' and 'Unconfirm the field service'.