HOLIDAY SETUP Name, Occurrence Type, and date define Holidays. If your shop has a large number of appointments per day, you may want to use a lower setting. A typical setting would be 15 or 30 days. You may experiment with this setting to meet your specific needs. SHOW LAST (NUMBER OF DAYS) This is the number of days to display in the calendar from the current date. Typically this would be set to an hour before and after regular business hours. 1ĥ HOURS VISIBLE ON SCHEDULE Set the system to display the period of the day you want displayed in the calendar view. Left Clicking on the button corresponding to the day a second time will set that day to CLOSED. Set the time for each day of the week, then if required modify the times for each day by clicking on the down arrows. To set the start time for Monday, left-click on the Monday button, doing so sets the initial Start and End times as 8:00 AM to 5:00 PM, and paints the button green. REGULAR BUSINESS HOURS Each day of the week must be setup as either CLOSED or with Start/End times. These options include defining regular business hours, the range of hours to be shown in the calendar, number of previous days displayed by default, and selecting any recurring holidays or special events. SCHEDULE OPTIONS Find Schedule Options under Configuration/Scheduler Setup/Schedule Options.
Within this document, you will find detailed setup instructions and descriptions of the new schedulers functions and capabilities and how to use them.
This manual is intended for use by service advisors and technicians in aftermarket repair shops. Authored by Tim McDonnell and John Dwulet Published in the USA by Mitchell 1Ĥ CHAPTER 1 - SETUP This chapter covers the setup of the scheduling module within SE version 7. Windows is a trademark of Microsoft Corporation. Microsoft Word, Access, and MSDOS are registered trademarks of Microsoft Corporation.
Mitchell 1, Mitchell 1 Teamworks SE, ShopKey Professional SE, Elite, OnDemand5, Shopkey5,, ,, and trademarks or registered trademarks of Mitchell Repair Information Company, LLC and Snap-on Incorporated. Any unauthorized reproduction, photocopy, or use of the information herein, in whole or in part, without the prior written approval of Mitchell Repair Information Company is prohibited. This document contains confidential and trade secret information of Mitchell Repair Information Company. Customer agrees to indemnify Mitchell Repair Information Company and hold it harmless against all claims and damages, including without limitation, reasonable attorney's fees arising out of the use of this volume, unless such claims or damages result from the infringement of any copyright or other proprietary right of any third party. In no event will Mitchell Repair Information Company be liable for any damages direct or indirect, consequential or compensatory, including, without limitation, lost profits, for any representations, breaches, or defaults arising out of the use of this volume. SPECIFICALLY, NO WARRANTY OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE OR ANY OTHER WARRANTY IS MADE OR TO BE IMPLIED WITH RESPECT TO THIS VOLUME AND ITS CONTENTS. 17ģ Copyright 2015 Mitchell Repair Information Company, LLC All Rights Reserved DISCLAIMER OF WARRANTIES: Although the information contained within this volume has been obtained from sources generally believed to be reliable, no warranty (expressed or implied) can be made as to its accuracy or completeness, nor is any responsibility assumed by Mitchell Repair Information Company or anyone connected with it for loss or damages suffered through reliance on any information contained in this volume. 9 Chapter 2 Navigating and Using the Appointment Scheduler Schedule Navigation Navigating the Calendar Resource View Appointment and Shop Events Tabs Creating/Editing Appointments Creating a New Appointment Using the Appointment Editor Creating a Shop Event Integration Points Work in Progress Detail Dialog. 5 Technician And Service Advisor Parameters.
1 Mitchell1 and ShopKey Schedule Setup and Use MANAGER SE / SHOPKEY ELITE VERSION 7.0 UPDATE NOVEMBER 2015 Setting up and using Scheduling in version 7 `Ģ CONTENTS Chapter 1 - Setup.