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1. Student appointment scheduler update#
2. Student appointment scheduler upgrade#
3. Student appointment scheduler full#
4. Student appointment scheduler plus#

When complete verifying the consultant plus the appointment date and time, click Confirm to save the appointment. Highlight the checkbox next to the consultant to book an appointment with.ħ.You can change the subject to custom text, if required.A pop-up screen will appear asking to Confirm Appointment. Note that as of v3.2, if a faculty member is on leave, it will be reflected in the Appointment Scheduler as well and appointment slots that fall within the leave will be unavailable.Ħ. Appointments that are not available will show up grey (users will be able to view the information of booked/unavailable slots such as the appointment, booking facility name, and contacts).Available appointments will show up as green.( Note: Admin can configure a custom query used by the contact lookup field to search for students. Enter the student’s name in the Student field or leave blank if this appointment will be for this user. Appointment Availability has to be assigned as well to the respective faculty member's Contact.Ĥ. Please configure the User field under "System Information" with the respective User you have created. If the faculty member has no User, it will not be listed. An Appointment Availability record will need to be created first.Ĭonsultants listed are Users created from the faculty member's Contact.This allows Faculty members to book slots and rooms. Only the Appointment Types with this new field checked, will be able to be viewed and booked by Faculty members. If Faculty members are viewing the Appointment Scheduler, they can view all Appointment Types.īut as of v3.10, a new field 'Allow Faculties to Book' is added to the Appointment Type. If the 'Allow Students to Book' field in an Appointment Type is checked, students will be able to view and book it themselves. Relevant faculty members that are linked to the Campus and Appointment Type will appear as well. Select an Appointment Type from the list. Important: Both the 'Campus' field and 'Active' checkbox must be set, in order for the campus to be available for selection in the Appointment Scheduler.ģ.

Student appointment scheduler update#

Note that only the Campuses with active Appointment Time will appear.Īs part of the timezone issue fix (more on this in the section below), system administrator needs to update the Appointment Type configuration to create an active Appointment Time for each campus that is applicable. Click the Appointment Scheduler tab from the Navigation Bar or App Launcher.

Student appointment scheduler full#

See the full guide here : Managing Appointment Type, Appointment Time, and Appointment Availability‍.ġ. campus).ĭefines the range of days and time that the contact (i.e. The range of days and time that the appointment can take place in a venue/facility.ĭefines the availability of the Faculty contact (i.e. The first thing to do, is to create these records. Records that need to be created before booking appointmentsīefore you book appointments, see this section.Ĭonsider a scenario where a student is looking to book a meeting appointment with a consultant. (Try out our RIO Challenge here for a practical exercise.) You may also refer to the RIO Ed - Appointment Scheduler (Aura)‍ component. Note: To enable features and buttons in the Appointment Scheduler, edit the page in the Lightning App Builder. A resource manager needs to select the filter fields to view availability. When the Scheduler is launched, no result will be displayed.

For example, a student’s consultation with their guidance counselor. The Appointment Scheduler is used to create appointments against Faculty members.

Student appointment scheduler upgrade#

You can choose to apply the metadata package after the upgrade or modify the profile manually. See also: RIO Education User Profile, Custom Permission, and Permission Set.Īlso, as of v3.12, the following object permission setting is needed on student profile (REDU - Student) for the Appointment Scheduler to work: Object