In the Slot Type Template article extras you can choose whether appointments are "processed" or not.
Appointment Information
Whether processing is enabled or not, the form displays the same information as the Viewing and Managing Appointments form.
Processing
Appointment processing lets you record that the booker has arrived for the appointment (check them in), and to record the start and end of the appointment. Through actions available to an administrator the appointment can be moved through the various statuses. You can also set up custom processing steps in the Configuration.
Actions
Beneath the appointment information the following actions may be available on the form. The availability of action is based on user role and the stage the appointment is currently at, controlled via the options set in the configuration for the application and appointment. See the Configuration section for more information.
| Action | Behaviour |
|---|---|
| Save | When the save action is selected any updates that have been made to the details of the appointment are saved. The availability of the action is controlled by the |
| Check In | When the Check In action is selected the status of the appointment is updated by default to CHECKED_IN. This behaviour can be overridden by changing the |
| Assign | When the Assign action is selected the status of the appointment is updated by default to ASSIGNED. This behaviour can be overridden by changing the |
| Start | When the Start action is selected the status of the appointment is updated by default to IN_PROGRESS. This behaviour can be overridden by changing the |
| Conclude | When the Start action is selected the status of the appointment is updated by default to COMPLETED. This behaviour can be overridden by changing the |
Default Workflow
Once an appointment has been booked into a calendar, a staff member can start the appointment handling process.
Check In
Checking-in an appointment records the check-in time, which can be reported on. Once checked-in it's not possible to amend or cancel the appointment, or check-out. After check-in the form reloads, ready to be assigned to a user.
Assign
Once checked-in the appointment can be assigned to any user in the Diary Planner user group.
This should be the staff member who will actually conduct the appointment. The name of the user group is set in the Configuration.
Once an appointment has been assigned it will appear as an assigned task for that user on an article using the Self Service or User Requests template. The task can also be picked up directly from the Slot Booking calendar.
Start and Conclude
Starting and concluding the appointment act as a time logging feature for reporting. The main purpose is to monitor the start time against the booked time, and the appointment duration.
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