To reschedule an Ops Block record, first verify if the new time falls within the Ops Block Time Block Restrictions field. If the new time is within the Block Start and Block End fields, select the Change Event Time Transition. If the new time is outside these fields, select the Cancel Ops Block Transition and reset the Block Type with the new time as initially set up. The following video provides an overview of these steps to complete a reschedule.
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Cancel an Ops Block
If a set and/or Confirmed and Issued Ops Block record needs to be canceled, select the Cancel Ops Block Transition or the Cancel Revenue Service Transition, complete the required fields and click Save. The Ops Block will initially move to the ...
Setting Up a New Ops Block
Please watch the following video for instructions on how to setup a new Ops Block record.
Confirm and Issue Ops Blocks
Once an Ops Block has been set, the next step is to confirm and issue the Ops Block. Please watch the following video for details on how to confirm and issue all Ops Blocks.
Overview on Service Appointments Process
1Stop classifies Service Appointments into these three categories: Revenue - this type of Service Appointment is not associated with an existing Job and should require an automatic charge to the customer for coming out to perform the service. Go Back ...
Set Go Back Service Appointment
Go Back service appointments consist of any remaining work that is required to go back to a job site after the Job has been marked as complete and recognized as revenue. It is not uncommon that there could be small punch list items needing to be ...