Philip Lacey at 21:49, 3 February 2016

2016-02-03T21:49:06Z

Philip Lacey: Created page with "asdf"

2016-02-03T17:32:57Z

Created page with "asdf"

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← Older revision		Revision as of 21:49, 3 February 2016
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−	~~asdf~~	+	= Overview =
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		+	It is possible for a user using an outcome to create appointments within a diary into availability slots set up. For more information on these terms please see the article [[Appointment_Management_-_Appointment_and_Availability]]
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		+	= Setup =
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		+	Once the diary and its related permissions are created, it is ready to be used.
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		+	Users of the form, must have access to the Diary and only access to the "Appointment Management" section of the Appointment Management module [[File:027.png]]
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		+	Next we need to modify our outcome to link to this Diary.
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		+	In this worked example we have a diary for Dr. Jenkins. Dr. Jenkins has availabilit slots on Monday set up.
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		+	In the form we create an outcome called "Book an Appointment". ''Main Menu > Form Management > Form - Outcome Manager > Choose the form > ''
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		+	Open the Callback - Reminder / Appointment options and set the following
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		+	* Callback / Appointment : Appointment
		+	* Appointment Creation: Choose Dr. Jenkins Diary
		+	* Appointment Background: Choose a distinct colour
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		+	[[File:outcome_appointment_001.png\|800px]]
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		+	Now the outcome is hooked into the Diary. When we use the outcome in the form, we get the following options now appearing.
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		+	[[File:outcome_appointment_002.png\|800px]]
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		+	Clicking on the "Click here to see the appointment diary" button, displays the diary to allow the availability to be seen in a read only way.
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		+	We save the record for an hour for the Monday at 10.
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		+	= Viewing the output of the outcome =
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		+	There are now a number of ways of viewing the data.
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		+	From the perspective of the agent through ''Main Menu > Appointment Management > Appointment Management > Edit Appointment - Day View > Choose the Diary > '' we get
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		+	[[File:outcome_appointment_003.png\|800px]]
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		+	From the perspective of the diary owner through ''Main Menu > Appointment Management > Availability / Appointment Management > Edit Availability / Appointment - Day View > Choose the Diary > '' we get
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		+	[[File:outcome_appointment_004.png\|800px]]
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		+	Actually clicking on the appointment that was created we can see a number of things.
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		+	Firstly the details of the record are inserted into the comments below. Customisation of what fields are presented happens IF you set the internal communications fields.
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		+	Secondly in the top right of the screen is a linking icon that will open the record and the form if the owner has access to Inbound Contact and also access to the form from which the appointment was created.
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		+	[[File:outcome_appointment_005.png\|800px]]
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		+	[[Category:Module Specific:Form Management]]
		+	[[Category:Module Specific:Appointment Management]]
		+	[[Category:Topic:Outcomes]]

Using bxp outcomes for Appointment Management - Revision history

Philip Lacey at 21:49, 3 February 2016

Philip Lacey: Created page with "asdf"