□ | The Appointment Status Form allows you to define various Status Categories for Service Appointments and to Color Code the description of each Appointment Status. |
• | When Service Appointments are displayed on the Technician Scheduling Form, this Appointment Status Color designation provides a visual indication of that Appointment's Status. |
• | This Appointment Status color coding has nothing to do with theTechnicians who are listed on the Technician Status Form |
• | It is instead an indicator of the Appointment's Status. |
• | Understand the Use of Appointment Status Colors: |
• | By "coloring" each Appointment displayed on the Technician Scheduling Form, the User can easily "see" the status of each Appointment. |

Appointment Status Form - On Premises Color is Teal
• | As an example: an Appointment Status of "On Premises" (as shown in the Appointment Status Form above) would "color" the Appointment information on the Technician Scheduling Form in Teal if that Appointment's Status was set to On Premises (as shown in the illustration below). |

Appointment with its Status set to: On Premises will be displayed in the "color" defined for that Appointment Status
• | See the "Updating a Work Order's Appointment Status" section of the Technician Scheduling chapter for more information. |

User Options - Service Options

• | Click the Appointment Status button at the bottom of the Service Options tab to open the Appointment Status dialog illustrated below. |

Appointment Status Form - RGB Color Code
• | This Appointment Status Form may be Re-sized by Dragging the Top and/or Bottom up or down, and/or the Right side in or out. |
• | Navigation Menu - The Navigation Menu is located at the top of the Appointment Status Form. |

• | This Navigation Menu provides the normal Record Movement, New, Edit, Delete, Cancel, Save, and Refresh options; as well as a Search function. |
• | Record Editing section - The details of the currently selected record are displayed below the Navigation Menu at the center (Main Body) of the Appointment StatusForm. |
• | Table View tab - A tabular (spreadsheet style) Table View of the currently defined Appointment Status records is accessible by Clicking the Table View tab at the bottom of the Appointment Status Form. |

• | To display a specific Appointment Status record in the Record Editing section, Click on that record within the Table View section, or use the Search Icon (see the "Using the Search Function" section later in this chapter). |
• | This Table View information may be Pinned in Place by Clicking the Pin Icon on the right. |

Appointment Status Form - with Table View tab Pinned Open
▪ | You may Un-Pin this Table View by Clicking the Pin Icon again. |
▪ | Click on any listed record to display that information in the center (Main Body) of the Form. |
• | There are many columns of data in this Appointment Status Record Listing: |
• | Each column's Header Name describes the data contained in that column. |
▪ | Clicking on a Header Name will set the order in which the Appointment Status will be listed. |
▪ | Clicking on the same Header Name will set the order in the opposite direction (ascending vs. descending). |

▪ | The Header Name that is determining the Order of the list will have an Icon indicating the Order displayed next to that Header Name. |
► | Note: Previous Versions of MKMS had a fixed set of predefined Appointment Status Descriptions and Colors. |
a) | Those records - converted from the older Version - may have RGB Color Numbers in addition to the color square itself, displayed in the Color field (as shown above). |
b) | You may modify these records and re-select a Color to eliminate these color codes, if desired. |
c) | However, the numbers will have no negative affect on the operation of this Appointment Status feature. |
□ | Using the Appointment Status Form: |
• | To define an Appointment Status: |
• | Click the Icon to start the Appointment Status entry in the Record Editing section. |

Appointment Status entry
• | ID - This is the system record number and is assigned automatically when the record is in initially saved. |
• | Status - Enter a brief description of the Technician's Status. |
▪ | This entry is mandatory and may be up to 30 characters in length. |
▪ | Numbers, Upper and lower case letters, spaces and standard punctuation marks are permitted. |
• | Color - Using the Drop-Down Color Selection List provided, Choose the Color to be assigned to this Status. |
▪ | Service Status - Check this box if this record is used to define the current Status Color of a Technician's Appointment displayed on the Technician Scheduling Form. |
▪ | Employee Status - Check this box if this record is used to define the current Status Color of an Employee's Appointment displayed on the Employee Calendar. |
▪ | Complete - Check this box if this Status, when assigned, indicates that the selected Appointment in the Employee Calendar has been Completed. |

> Complete - Check the Complete box.
> Date - Using the Drop-Down Date Selection Box provided, Choose the appropriate Date which, by default, is Today.
> Resolution - Using the Drop-Down Selection List provided, Choose the appropriate Resolution of this Task.
> Click the Save button < on the Task Editor to properly save this completed Task record.
▪ | Reschedule - Check this box if this Status, when assigned, indicates that the selected Appointment in the Employee Calendar must be Rescheduled. |
o | When this Status is assigned to an Appointment or Task originally entered in the Employee Calendar, the Reschedule Appointment dialog will be immediately displayed. |

Reschedule Appointment dialog triggered by Reschedule Status
• | Save - Click the Icon to record this Appointment Status entry. |
• | Any number of Appointment Status records may be created, as needed. |
□ | Using the Search Function on the Navigation Menu at the top of the Appointment Status Form: |
• | Search - Click the Search Icon to open the Search Appointment Types dialog. |

Search Appointment Types dialog
• | See the "Using the Generic Search dialog" section in the Advanced Search Dialog chapter for more information about this Search dialog. |