Summary

The User Schedule Maintenance window is used to set up Cirrus 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 Maintenance window (SS> Maintenance> User Schedule).

• The User Schedule Maintenance window will display all of the Cirrus users who have been set up in the appointment scheduling system.
  • Users can be added to the appointment scheduling system through the User Schedule Maintenance window or the User Maintenance window.
• Select a user and click DELETE to delete the selected user schedule. This will remove the user from the scheduling availability, but will not delete the user from the Cirrus system.
• Select a user in the data grid and the schedule details for that user will be displayed in the Edit User Schedule section on the right.
• Click CREATE USER SCHEDULE to create a new user schedule.

2     Create a new user schedule.

• Enter a User Name or click the field search button   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 an inspector group. For example, if your organization employs five building inspectors, and all of those building inspectors are part of a building inspector group, you will be able to open the appointment calendar, select the building inspectors group, and quickly determine which inspectors are available.
  • Groups are module-specific and are created and maintained within each module.
• The Availability section is used to set up the availability schedule for the user.
  • Click CREATE to specify when a user will be available for scheduling. This will add a line item to the data grid below.
    • Select the Day, System, From, and To values for the new user schedule availability. The Validation column will display a warning message if a selection needs attention.
    • 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 button when complete.