Using right-click menus

SECURITY  Permission to View Service Calls (some options are further limited by security level)

NAVIGATION  My > Miscellaneous > Calendar

NAVIGATION  Calendar > Dispatch Calendar

NAVIGATION  Service Call Lists

Refer to Context menu options.

Both unscheduled tickets and tickets already assigned to a service call can be managed on the Dispatch Calendar. Right-click a ticket to access the following options:

Menu Option	Tickets in Service Calls	Unscheduled Tickets	Action
Edit Ticket			Opens the Edit Ticket page. Refer to Adding, copying, and editing tickets.
Add Note			Opens the New Note page. Refer to Adding a note to a task or ticket.
Enter Time			Opens the Time Entry page. Refer to Adding a ticket time entry.
Enter Time for Service Call			Opens the time entry page. The Date, Start Time and End Time fields will be populated with the service call's date, start time and end time. The service call's Description will populate the time entry Summary Notes field. NOTE  Service calls can span several days, but time entries cannot be longer than 23 h 59 m. You must create a separate time entry for each day.
View Ticket Detail			Opens the Ticket page. Refer to The Ticket page.
Add to My Work List			Adds the ticket to your Work List. Refer to Using work lists.
Add to Primary Resource's Work List			Adds the ticket to the assigned Primary Resource's Work List. Refer to Using work lists.
Manage Scheduled Resources			Opens the Scheduled Resources page. Refer to Managing resources assigned to a service call.
Remove from Service Call			Removes the ticket from the service call. If the service call does not contain any tickets or tasks, it only appears in the schedule if Show Calls with No Scheduled Resources is selected.
Add to New Service Call			Click to schedule a new service call and include the selected item.
Add to Scheduled Service Call			Click to add the ticket to a previously scheduled Service Call.

Both unscheduled tasks and tasks already assigned to a service call can be managed on the Dispatch Calendar. Right-click a task to access the following options:

Menu Option	Tasks in Service Calls	Unscheduled Tasks	Action
Edit Task			Opens the Edit Task page. This is available only to users with access to Projects. Refer to Adding or editing a task.
Enter Time			Opens the Time Entry page. Refer to Adding and editing time on a task.
Enter Time for Service Call			Opens the time entry page. The Date, Start Time and End Time fields will be populated with the service call's date, start time and end time. The service call's Description will populate the time entry Summary Notes field. NOTE  Service calls can span several days, but time entries cannot be longer than 23 h 59 m. You must create a separate time entry for each day.
View Task Detail			Opens the Task page. Refer to The Task page.
Add to My Work List			Adds the task to your Work List. Refer to Using work lists.
Add to Primary Resource's Work List			Adds the task to the assigned Primary Resource's Work List. Refer to Using work lists.
Manage Scheduled Resources			Opens the Scheduled Resources page. Refer to Managing resources assigned to a service call.
Remove from Service Call			Removes the task from the service call. If the service call does not contain any tickets or tasks, it only appears in the schedule if Show Calls with No Scheduled Resources is selected.
Add to New Service Call			Click to schedule a new service call and include the selected item.
Add to Scheduled Service Call			Click to add the task to a previously scheduled Service Call.