It is sometimes required to create a 'soft booking' for service engineers. Soft booking is typically used in cases when a large service job with multiple resources is planned for the future or when for instance customer requests to have a specific service engineer to execute service assignment. Soft planning typically then happens prior of receiving a firm purchase order from customer and hard committing to a service assignment.
In our business scheduling is done by a dedicated person who will not be executing the actual service. In existing solution when such person creates an appointment on behalf of a service engineer also the organizer is automatically booked against this appointment even if organized has nothing to do with the actual appointment.
Once an appointment is created it is not very easy to modify it, i.e. to change the dates and times of the appointment.
This idea has two things to consider:
- it should not be defaulted that organizer automatically gets assigned on appointment
- It should be possible to adjust appointment on schedule board the same way as booking i.e. to be able to do drag'n'drop, direct editing of start / end dates, extending time frames etc.