Scheduling rules for past and active visits
Some visits cannot be scheduled or edited because they are already in the past or field work has started.
Date rules
Visits cannot be scheduled for a date before today. If a visit needs historical correction, coordinate with the office or support instead of trying to place it on a past date.
Locked visits
A visit scheduled before today cannot be edited from scheduling. By default, if a technician has clocked in to a current-day or future visit, the visit's date, time, duration, timing type, and clocked technician assignments are locked to protect the field record and time tracking.
You can still edit non-scheduling details and add another technician to the current-day visit. Open the visit's edit form and click Edit Technicians. A technician who already has clock events cannot be removed, but technicians without clock events can still be added or removed.
Administrators can enable Settings > Scheduling > Features > Enable re-scheduling after technician clock-in. With it enabled, clock-in and clock-out history no longer block rescheduling a same-day or future visit: office users can change timing, duration, timing type, assignments, or move the visit to the Backlog. It does not unlock past-day visits, deletion, or reverting a visit to draft.
If a past visit needs historical correction, coordinate with the office or support. If the work needs a new appointment, create another visit or use the job/task workflow to communicate the next step.
Where to find it: Scheduling page
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