How to schedule a technician appointment

  1. On to the EntraPass workstation, right-click anywhere in the main window and click Global Search <F8>, or press F8.
  2. In the Global Search window, click the Technician appointment tab.
  3. Right-click in the window and click Add an appointment.
  4. In the Text filter field, search for the user name or the email address of the field technician. For more information, see Creating or editing a field technician.
  5. From the Account list, add the account.
  6. From the Workspace list, add a workspace. For more information, see Workspace.
  7. From the Message Filter list, add a message filter. For more information, see Message Filter.
  8. In the Start date and End date fields, enter start and end dates.
  9. To send an email to the selected field technician, select the Send email notification check box.
  10. to save the appointment, click OK.
  11. To delete or modify the appointment, right-click on the list of appointments and click Modify an appointment or Delete an appointment.
  12. To search for an existing technician appointment, in the Text filter field, enter the name, login name, company name, or email address of the technician, and click Search.
    Note: A technician can have multiple appointments at the same time for different accounts. This allows the technician to test account-specific features. The technician must select the required account during logon.