2015 Redrock Software Conference There’s No Such Thing As a Drop-in Appointment! BEG: Intro to Availabilities and Appointment Scheduling With Iliana Ramos & Luis Frias

2015 Redrock Software Conference Topics We Will Cover Today System Preferences Center Preferences Group privileges Run Reports Availabilities Appointments Admin Point of View Students Point of View

2015 Redrock Software Conference Intro to Availabilities In order to schedule appointments through the trac system, you need to first define the time slots that the consultants are available. Available times are posted to indicate the date and the time that the consultants are available to hold sessions, and also so appointments may be scheduled by several different users, including the students themselves.

2015 Redrock Software Conference Prefs System Prefs – Days of Week View Profile Prefs – Schedule Start Time Prefs Group Prefs – Restrictions Prefs

2015 Redrock Software Conference Appointments The booking of appointments can be handled by any group: Administrators, Front Desk Workers, Consultants, or Students themselves. Typical Appointment data include Appointment Statuses (Attended, Missed, Cancelled), Appointment Notes (any notes entered by Consultant or Student), Total Number of Appointments, Appointment Duration, Subject/Reason of the Appointment, and which Consultant participated in the session.

2015 Redrock Software Conference Prefs System Pref – Add directions in the Available time slots – StudentAccess Profile Pref – Schedule Tab Group Pref – Resections Prefs

2015 Redrock Software Conference Students Point of View The Student’s view will be vey limited on the access they can have. Preference's like Allowing the student to Cancel, adding restriction on how many they can book or missed is managed in the Center Profiles.

2015 Redrock Software Conference Scheduling Reports Print Section Report Print Subject Report Consultant by specialties Consultant by Subject Consultant Appointments/Visits

2015 Redrock Software Conference Other Helpful Sessions ADV: Advance Scheduling Options Friday at 12:40 pm in Mojave Q&A: Group Settings and Consultant Records Friday at 1:50 pm in Papago Q&A: Appointment Scheduling Friday at 2:30 pm in Hopi