4.17 Appointment History
The Appointments screen
allows you to view all of the appointments that the employee is a part of. From
this list you can create new appointments, view and edit the appointment
details, or delete the appointment if you the appropriate security
Appointments and Planned
You will notice that there are two new
buttons on the appointment screen: New Planned Appointment and
New Appointment. There
are also buttons that allow you to convert a planned appointment into an
appointment, and vice versa.
So what is the difference between a planned
appointment and an appointment?
A planned appointment is one that you know
you have to schedule, but have yet to book. This is useful for keeping track of
things that you have to talk about, but haven't had a change to setup, or are
not yet ready to schedule. An appointment is one that is completely booked.
There is a set date and time when you will meet with one or more
Below is a screen view of what the history
of Employee Appointments will look like.
A complete history of any appointments that
a Employee has participated in will be kept in the main window and stored by
Category. Clicking on each Category will show a detailed list of Appointments
under that Category since the Employee profile was created. Clicking on any one
of them will show any additional detail within that specific