Summary

The User Schedule Setup Maintenance window is used to set up Springbrook users in the appointment scheduling system. Once a user is set up in the scheduling system, that user can be assigned to an appointment, such as conducting a building inspection. When that appointment is scheduled or updated, the user will receive an email notification that includes a link that allows the user to add the appointment to their MS Outlook calendar. 

Step by Step

1     Open the User Schedule Setup Maintenance window (SS> Maintenance> User Schedule).

• The User Schedule Setup Maintenance window will display all of the Springbrook users that have been set up in the appointment scheduling system.
  • Users can be added to the appointment scheduling system through the User Schedule Setup Maintenance window or the User Maintenance window.
• Highlight a user and click the Delete icon or press DELETE to delete the selected user schedule setup. This will remove the user from the scheduling availability, but will not delete the user from the Springbrook system.
• Highlight a user in the left section of the window and the schedule details for that user will be displayed in the Maintenance section on the right for editing.
• Click the Create icon or press INSERT to create a new user schedule.

2     Create a new user schedule.

• Enter a User Name or click the field label to select one from a list. This is the only information required to save the user schedule.
  • Users are created and maintained on the User Maintenance window (SS> Security> User).
• Specify a Status for the user schedule.
  • Only user schedules with a status of Active will be available in the appointment scheduling system.
• Enter a Contact Phone number for the user schedule.
• The Contact Other fields can be used to specify alternate contact information, such as additional phone numbers or email addresses.
  • This field can be up to 30 characters long.
• Select a Schedule Color from the drop-down menu.
  • It can be very helpful to assign unique colors to each user that will be sharing a queue. For example, if your organization employs five building inspectors, and all of those building inspectors are part of a building inspections queue, you will be able to open the appointment calendar, select the building inspections queue, and quickly determine which inspectors are available.
  • Queues are module-specific and are created and maintained within each module.
• Click the Add icon to specify when a user will be available for scheduling. This will add a line item to the Availability section on the bottom right.
  • Select the Day, System, From and To values for the new user schedule availability. A single user can be scheduled to be available in multiple systems for the same day and time. A user can be scheduled outside of their specified availability, but the individual scheduling the appointment will need to confirm that they are aware that the appointment falls outside of the user's availability.
• Click the Save icon when complete.