Revised:  06/24/2013

Schedule View

Go to Processes>>Appointment Scheduling

This program is used to schedule appointments for a selected Application Code and Waiting List.

Scheduled appointments may be looked up in View Appointments.  Appointment date and times may be changed in the inquiry grid.

List Selection

Application Code

Enter or select the Application For code to look for applicants to schedule appointments for.

Waiting List Code

Enter or select a waiting list code to look for applicants to schedule appointments for.

Calendar

The current month is displayed in a calendar in the upper right of the program view.  Use the arrows at the top left and right of the calendar to change the month.  Clicking on a date in the calendar can change the day, month or work week displayed on the appointment calendar.

Build

Press the build button to build a list of unscheduled applications based on the Application Code and Waiting List Code selected.

Unscheduled Applications

After the Application Code and Waiting List Code have been selected and the Build button pressed, the Unscheduled Applications grid will fill with the applicants who need appointments scheduled.

The number of applicants that are displayed is controlled by the "Top" number that is entered at the bottom right under the Unscheduled Applications.

Applicant names may be dragged over into the Appointment Calendar on the appointment day and time to schedule the appointment.

Once a name has been setup on the calendar day and time, it will be removed from the Unscheduled Appointment list.

Appointment Calendar

The appointment calendar may be shown as a Work Week, Month, or Day.  How the calendar is shown is controlled by the selection options on the bottom left under the Unscheduled Appointment List.

Clicking on a date on the calendar in the upper right will control the week, day or month that is displayed in the calendar.

Applicant Names from Unscheduled Applications may be dragged and dropped into the appropriate day and time their appointment is to be scheduled.

Information is saved when another day is clicked in the calendar.

Other Selections

Work Week, Month, Day

Select one of the following to change the Appointment Calendar display:

Top

Enter or increment to the number of Unscheduled Applications that are to appear in the Unscheduled Applications grid.