Master Data Template Guide - Appointments
Master Data Template
Please ensure that you make a copy of the Master Data Template before you start.
| Related Tabs | 29 - Appointment Type 30 - Appointment Time 31 - Appointment Availabilities |
| Dependent Data | - |
| Object ID |
rio_ed__Appointment_Type__c rio_ed__Appointment_Time__c rio_ed__Appointment_Availability__c |
Appointments
Appointments, unlike Sessions, are usually made for more "unofficial" purposes, e.g.: Private Counselling sessions with Faculty, Room Bookings, Rehearsal Rooms, etc.
To fully utilize a functioning Appointment module, it requires all three of Appointment Type, Appointment Time, Appointment Availabilities to be setup.
Appointment Type
Appointment Type determines the Appointments available for selection within the Appointment Scheduler.
|
Column |
Description |
| Name | The name to be given to an Appointment Type. |
| Active | [ TRUE/FALSE ] Determines if the Appointment is available for selection. |
| AllowStudentsToBook | [ TRUE/FALSE ] Determines if Students are able to make their own Appointments from the Student Community Portal. |
| Faculty AutoAccept |
[ None/ All / All not Today ] Determines if Faculty members will auto-accept Appointments based on current day. |
| LocationOnly | Removes Faculty selection list in the Appointment Scheduler. |
| LocationRequired | Determines if a Location is Required to make an Appointment. |
| StudentAutoAccept |
[ None/ All / All not Today ] Determines if Students will auto-accept Appointments based on current day. |
| ExtID | Specifies the External ID to be linked to Appointment Time and Appointment Availabilities. |
Appointment Time
Appointment Time in general determines the time, day, and duration of Appointments.
|
Column |
Description |
| Name | Name for the Appointment Time. |
| ApptTypeExtId | Specify the Appointment Type to be linked to. |
| CampusExtId | Specify the Campus to be linked to. |
| DayOfTheWeek | Specifies which Day the Appointment will be available for selection. |
| StartTime | The start time of the Appointment. |
| EndTime | The end time of the Appointment. |
| Active | [ TRUE/FALSE ] Specify whether the Appointment is Active or Inactive. |
| AppDuration | The duration (minutes) per Appointment. |
| ApptGap | The duration (minutes) of the gap between each Appointment. |
Appointment Availabilities
Appointment Availabilities specifies the Facilities and Contact - Faculty available for selection. Each Appointment Availability can only appoint either a Facility or a Faculty member, never both at once.
|
Column |
Description |
| ApptTypeExtID | Specify the Appointment Time for the Appointment Availability to link to. |
| ContactExtID | Specify the Contact - Faculty to be available as a Consultant. |
| FacilityExtID | Specify the Facility to be available for selection. |
| ExtID | The External ID to be used to link to the appropriate Appointment Type. |
Related Articles
For more information about how Appointment Scheduler works, please read this article.