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Master Data Template Guide - Appointments

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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.


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