Dynamics Community Forum Thread Details

Multi Resource booking in a single work order with different timings

Hello Members

My problem is that i want to schedule multiple resources against a work order . Now the issue here is i want to schedule User, Facility and Equipment in one go. Here in all the scenario, we will have different timings scheduled for them.

For Ex: a patient has come to clinic for skin care and he wants to avail that service. Now clinic manager will schedule Room No 01, Some Equipment and a Doctor . Here room will be booked for 1 hour, Dcotor will be booked for 30 minutes and equipment can be booked for 45 minutes. How can i schedule all of them in one go and with their different timings.

Any help would be appreciated.

Thanks

I see at least 3 options:

#1: Use separate resource requirements under one WO, each with the specific duration, resource type and skills. This way you can use Schedule Assistant to automatically suggest matching resources.In the list below the Gantt chart display the RRs sorted by WO to indicate they belong together.

#2: Use one resource requirement. When you call Schedule Assistant, it remains open after creating a booking, giving you a chance to create additional bookings for the same requirement. Downside: You need to find matching resources yourself.

#3: Similar to #2, copy the name of the RR. Hold and drag a timeslot on the Gantt chart. In the "Create Booking" window, paste the RR name. Copying the name is needed because by default the RR will disappear from the list of open RRs as soon as fulfilled duration=required duration. Example: If the appointment lasts 1 hour and you book the room for one hour, the RR will disappear.

Quick Links

Leaderboard > Service | Customer Service, Contact Center, Field Service, Guides