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How do I assign or reassign resources and appointments?
How do I assign or reassign resources and appointments?

Plan ahead on jobs and track activities across your team with Calendar.

Team Codafication avatar
Written by Team Codafication
Updated over a week ago

Crunchworks' in-app calendar and appointment creation/management system allows users to organize their site visits against their jobs. When enabled, this becomes a new app in the menu, and interacts with Pulse jobs and dashboards. Appointments sent within Jobs, or the Calendar app now also send an iCal attachment, so that the user can upload the appointment into their own calendar app.

How can I create an appointment for a job?

Appointments are stored on the 'activities' tab of each job in Crunchwork.

  1. Open the Activities tab for your job, and select 'Create Appointment'.

  2. Select the appointment type,

  3. In the window provided, please fill the fields as required.

  4. Select 'Schedule' when ready.

  5. The appointment assignees will be notified by email.

  6. The assignees will receive an iCal link with the email notification.

  7. Click 'Add to Calendar' and the appointment will transfer to the users calendar app (Outlook, Gmail, etc.).

Creating appointments without a job

You may also create appointments for Team members without being linked to a job.

  1. Open the Calendar app from the side menu and select 'Create New Appointment'.

  2. Turn on 'Team Selection', then 'Edit Team Selection' to select the correct Teams.

  3. Fill the rest of the required fields, and select 'Schedule' when ready. The assignees will be notified by email.

  4. Assignees will also receive an iCal link with the appointment email.

  5. Click 'Add to Calendar' and the appointment will transfer to the users calendar app (Outlook, Gmail, etc.).

Editing Appointments

You may wish to edit an appointment if the assigned team member(s) have changed, or you need to add additional details.

You may edit an appointment if:

  • The appointment status is still in 'Booked' status.

You cannot edit an appointment when:

  • The appointment has been cancelled

  • The appointment has been completed (the current time is past the end time of the appointment).

  • The user does not have permission to edit/view full details of the appointment.

Cancelling an Appointment

  • Select the downwards arrow next to the 'Edit' button the appointment and choose 'Cancel' from the menu that appears.

  • You will be asked to provide a reason for cancellation.

  • When you cancel an appointment, the assignee will be notified via email, with the reason you provided for cancellation.

  • The assignee will have to delete the appointment in their personal calendar app.

FAQ's & Troubleshooting

Q: I can't find the right people in the 'assigned to' section. Help!

Team members will be available in this section based off the Teams assigned to the project you are trying to create an appointment for. If you can't find the right people, please check with your manager that the appropriate Teams have been added to the project, and that the right team members are within that Team.

Q: I want to change the appointment status, can I do that?

You can only 'cancel' an appointment when it's in the 'Booked' status. The statuses will update automatically based off the start and end times.

Q: How can I customize my appointment types and statuses?

You can edit appointment colours, statuses, and types using the Calendar Admin page. This page is made available to authorized users only - please contact Codafication if you need assistance.

Q: Can I view this on mobile?

Yes! Calendar Day View is now available for mobile view so assessors can check their appointments, contact phone number and directions.

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