Modify Appointment Parameters

Explanation

This activity is used to modify appointment parameters fetched into the appointment booking dialog from the default values of the work task. If it is not required to change the parameters of the appointment request the user may proceed to the next step which is to Request appointments from the Appointment Booking Engine. The purpose of this activity is to generate the appointment request as per the new preferences of the user. 

The parameters that can be modified are slot Id, appointment period dates, appointment mode and slot availability. The modifications can be done only when the status of the Appointment Request is Preliminary or SlotsGenerated.

Note : This activity is the first step (if modifying appointment parameters) in appointment booking functionality and triggers, either when booking a new appointment or a rebook an existing appointment.

For more information refer to the activities, Request Appointment Offers, Decline Appointment Offers and Accept Appointment.

Prerequisites

To perform this activity, Appointment booking dialog must be opened.

System Effects

The Appointment slots get regenerated as per the new settings.

Window

Appointment Booking

Related Window Descriptions

Appointment Booking  

Procedure

  1. Open the Work Task window.
  2. Populate (F2) or query (F3) for the required work task.
  3. Make sure there is a Resource Demand for the Work Task to book.
  4. Right-click, then click Appointment Booking to open the Appointment Booking dialog box.
  5. The slot Id, slot length, slot window (if any), activity duration, period start, period end and appointment mode will automatically fill in. Also, appointment slots get generated in the slot table/calendar.
  6. Change slot id from the list of values to a new one.
  7. Change period start/period end dates.
  8. Change appointment mode by selecting a value from the drop down menu.
  9. Change slot availability state either by clicking on the check box or using the right mouse button option in the table.
  10. Apply changes and observe that appointment slots get regenerated as per the new parameters.

Note : The same steps can be followed to change other parameters and regenerate appointment slots.

To alter existing Appointment follow below steps:

  1. Open the Work Task window.
  2. Populate (F2) or query (F3) for the required work task.
  3. Right-click, then click Appointment Booking to open the Appointment Booking dialog box.
  4. There will be a warning triggered to inform that the work task already has an appointment and a choice is given either to cancel or do a rebooking.
  5. If Yes, proceed with the steps 4 to 6 in above procedure and alter an existing booking.