Creating an Open/Close Schedule on a Dealer System Account

Creating an Open/Close Schedule within a Dealer System account makes that schedule available to link to the Dealer’s customer accounts. These can be mandated or a default to start the work based on the business standards.

In order to accomplish this you must have a Dealer System Account. Please see the steps to create the Dealer System Account.

Creating a link-able Open/Close Schedule

1. Load the Dealer's System Account.
2. Navigate to the Open/Close Schedules form. (OC Schedules)
3. Click the Plus sign (➕) on the O/C Schedules card to add a new schedule.
4. Give the schedule an ID.
5. Select the Type:
   • Ignore = Don’t link
   • Default = Allow linked selection and local edits
   • Override = Allow linked and no local edits
6. Add your Open/Close Schedule.
7. Click Done.
8. Save (💾) the record.

Linking a Customer to the Dealer’s Linked Open/Close schedule

• Open a Customer record tied to the Dealer with the schedule.
• Navigate to the Open/Close Schedules (OC Schedules).
• Add a New schedule.
• Drop down the Linked Schedule list and choose the appropriate Schedule.
  • The Linked schedule items are indicated by a truck. (🚚)
  • Tie the schedule to the appropriate area.
  • Save (💾) the record.

More Information

• Example schedule IDs:
  • OC1
  • Standard
  • MAIN
• Linked Schedule types allowed:
  • Permanent
  • Alternate
  • Holidays
  • Each Schedule type may be set individually for its linking type.