The following video discusses locking and unlocking service orders or delivery orders in the scheduling system to prevent changes and ensure special accommodations are maintained.
Locking and Unlocking Service Orders or Delivery Orders
Objective:
To learn how to lock and unlock service orders or delivery orders in the scheduling system to prevent changes and ensure special accommodations are maintained.
Key Steps:
Open the service schedule in the scheduling system.
Locate the service request or delivery order that needs to be locked.
Click on the "lock" button to prevent changes to the order.
Once locked, the order details cannot be modified, rescheduled, or adjusted.
To unlock the order, click on the "unlock" button (based on permissions) to make the fields editable again.
Cautionary Notes:
Locking an order restricts any modifications to the order details.
Ensure permissions are set correctly to lock and unlock orders.
Communicate with the customer via email to inform them of the locked schedule.
Tips for Efficiency:
Use the lock feature when special accommodations are made for a customer to prevent changes.
Double-check the order details before locking to avoid errors.
Unlock orders only when necessary to maintain schedule integrity.