Block the calendar of a field agent based on an Emergency Exposure Management diagnostic report

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

    • Block the calendar of affected and potentially affected agents based on an Emergency Exposure Management diagnostic report.

    Vorbereitungen

    Role required: wm_manager

    Warum und wann dieser Vorgang ausgeführt wird

    As the Field Service manager, you can view a diagnostic report and take appropriate action to mitigate the spread of infection. You can promote agent safety by blocking the availability of the affected and potentially exposed agents for future dates on the calendar. For more information about the agent calendar, see Configure the agent calendar.

    Prozedur

    1. Navigate to All > Field Service > Manager > Diagnostic Reports.
    2. In the Diagnostics Request form, click the number of the diagnostic request.
    3. Click Block Agent Calendar to block the affected agent's calendar.
    4. On the Schedule Entry new record form, fill in the fields.
      Tabelle : 1. Schedule Entry
      Field Description
      User Name of the agent.
      Name Descriptive name for the event.
      Type Type of event scheduled for the agent.
      Hinweis:
      The event type configurations are inactive by default. For information about activating them, see Create an event configuration for the agent calendar.

      The event types are:

      • Time off: Personal or work-related event
      • Appointment: Appointment for a service
      • Meeting: Work-related meeting
      • Phone call: Work-related phone call
      • Excluded: User is not available for task assignments
      • On call: Event created while on call with user
      • Time off- in approval: Approved personal or work-related event
      • Time off- rejected: Rejected personal or work-related event
      When Start date and time of the personal event.
      To End date and time of the personal event.
      All day Option for indicating that the event lasts all day.
      Notes Enter notes for the event, if any.
    5. Click Submit.
    6. If there are potentially affected agents, block their calendars by doing the following:
      1. Click the Impacted field agents tab.
      2. In the Field Service Impacted Users list, click the diagnostic request number.
      3. Repeat steps 3 through 5 to block the calendar of a potentially affected agent for future dates.