How to set working time for each resource?

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<p>Working times and constraints can be edited in the <strong>settings</strong> or while <strong>displaying the working times.</strong></p>
<h2>Working times and restrictions<span style="font-size: medium;"> (Resources settings)</span></h2>
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<p style="text-align: left;">In this area  each resource can be  adjusted in detail. General working times can be  defined for the whole  clinic, as well as special working times for  each  individual resource.  Using &ldquo;appointment types&rdquo; it is possible to  restrict some parts of the  day to only accept certain appointment  types, for each resource. It is  also possible to restrict a resource to  an allocated maximum number of  appointments.</p>
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<p style="text-align: left;">&nbsp;</p>
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<h3 style="text-align: left;">Appointment type</h3>
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<p style="text-align: justify;">Time  sections that allow only certain  types of appointments can be defined  for each resource. For example on  Monday from 08:00 AM to 10:00 AM the  doctor X performs only first  interviews with new patients. By defining  an appointment type &ldquo;First  interview&rdquo; and assigning it to this  resource  and time, it will be  possible to schedule only first  interviews with  doctor X on Monday  morning. Or you may want to  schedule on Thursday  from 09:30 AM to 02:00  PM only appointments that  take place in the  operation room (OR)? In this  case you can define an  appointment type  &ldquo;OR&rdquo; which you should assign to  the involved  resources and the specific  time.</p>
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<td><img src="/images/HowToWorkingTime.png" alt="" /></td>
<p>[[Image:Settings_NewWorkingTime.png|none|740px|thumb|left|link=http://wiki.meditex-software.com/images/Settings_NewWorkingTime.png]]</p>
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<td>In the table to the left you can create and edit the appointment  types.  The first line in the table cannot be changed because it stands  for all  types of appointments (all kinds of appointments are  possible).</td>
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<p>Go to <span id="result_box" lang="en"><span id="result_box" lang="en"><strong>System -&gt; Display working times.</strong></span></span></p>
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<p><span id="result_box" lang="en">Or g<span class="hps">o</span> to <strong><span class="hps">System -&gt;</span> <span class="hps">Settings</span> <span class="hps">-</span>&gt; Working times and constraints</strong>.<span>&nbsp;</span></span></p>
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<p style="text-align: left;">Here, each resource can be  adjusted accordingly.</p>
<td>If the box &bdquo;Show text for the appointment types in resource row&rdquo; is      checked, the allocated possible appointment types will be shown as  text      for each resource in the scheduler. It is also possible to  provide    these times with a special resource background colour.  However, this    colour is the same for all appointment  types, so if  you have several    appointment types defined it is advisable  to use  only the text.</td>
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<p style="text-align: left;">General working time can be  defined for <strong>the whole  clinic</strong>, as well as special working time for  <strong>each  individual resource</strong>. It is  also possible to restrict a resource to  a maximum number of  appointments.</p>
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<p style="text-align: left;">&nbsp;</p>
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<li><strong>On the list to the right</strong>, you can define the  working time for each resource. </li>
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<p>&nbsp;</p>
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<ul>
<h3><span id="Working_times.2C_assignment_of_an_appointment_type.2C_and_limitations" class="mw-headline">Working times, assignment of an appointment type, and limitations</span></h3>
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<li><strong>The  first row</strong> represents the general working time of the clinic. These will be  automatically valid for all resources that  have no specific working time defined. </li>
<p style="text-align: justify;">Over  the right table you can define the  working times for each resource. The  first upper line of this table  represents the general work times of   your clinic. These will be  automatically valid for all resources that  have no specific work time defined. In the bottom table you can see the  overview of each selected  resource.</p>
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<li>Then, you can see the  <strong>overview</strong> of each selected  resource.</li>
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<li><strong>Double-clicking a resource</strong> or on button <strong>Edit resource settings</strong>, you can open the settings window of the selected resource.</li>
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<p>[[Image:Settings_WorkingTimesRed.png|none|740px|thumb|left|link=http://wiki.meditex-software.com/images/Settings_WorkingTimesRed.png]]</p>
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<p>[[Image:resource_workingtime.png|none|740px|thumb|left|link=http://wiki.meditex-software.com/images/resource_workingtime.png]]</p>
 
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<td>With double click on a resource or with  the button &bdquo;Edit resource    settings&ldquo; you can open the settings window of  the selected resource.</td>
 
 
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<p>&nbsp;</p>
 
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<li><span id="result_box" lang="en"><span class="hps">Change the</span> <span class="hps">times</span> <span class="hps">of available resources</span> <span class="hps">directly in the fields</span><span>.</span></span></li>
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<li>Clicking on <strong>Define working time</strong>, you can set a worktime for the chosen appointment type on the selected day.</li>
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<td><img src="/images/SetResourceWorkingTime.png" alt="" width="454" height="238" /></td>
 
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<p>[[Image:Settings_WorkingTimeNew.png|none|740px|thumb|left|link=http://wiki.meditex-software.com/images/Settings_WorkingTimeNew.png]]</p>
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<p style="text-align: justify;">In the <strong> drop down list</strong> you can<strong> choose the  appointment type(s)</strong> allowed for    the  selected work model &ndash; selected row.</p>
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<p style="text-align: justify;">If you    do not make a special selection  (all boxes checked), <strong>all      appointments</strong> will be displayed in the  schedule. In this way there    will  be no constraints on appointment  type.</p>
 
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<td>With a click on the button &ldquo;New work time definition&rdquo; a new line  will be  inserted, in which you can define a new work model for the  selected  resource.</td>
 
 
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<p style="text-align: justify;">&nbsp;</p>
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<p style="text-align: justify;"><strong><span id="result_box" class="short_text" lang="en"><span class="hps">Additional</span> <span class="hps">information:</span></span></strong></p>
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<li>For    each day you can <strong>define the starting and ending time</strong>. </li>
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<li>If you like to <strong> define a break</strong>, for example a lunch break,  insert a  further time range (<strong>button Define working time</strong>). In one row  you  apply the time <strong>FROM the    beginning of the break </strong>, to the row where you apply the time <strong>UNTIL the end of the break </strong>.  If you have more rows for a day and  there are overlapping  times, the  summary of the appointment types of  the  intersection are not valid for the  overlapping time.</li>
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<td style="text-align: right;"><a href="/index.php?title=MedITEX_Scheduler_how_to">Back to How to</a></td>
<p style="text-align: justify;">In the    drop down list you can choose the  appointment type(s) allowed for    the  selected work model &ndash; selected  line.&nbsp; (Information: the conflict    messages for not suitable appointment  types, while scheduling    appointments, will only work if you have also  assigned the types to the    related treatments. Please see the section &ndash; &ldquo;<a href="/index.php?title=Welcome_to_MedITEX_Scheduler#Treatments">Treatments</a>&rdquo;).&nbsp;</p>
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<td style="text-align: right;"><a href="#top">Back to top</a></td>
<p style="text-align: justify;">If you    do not make a special selection  (all boxes checked), &ldquo;all    appointments&rdquo; will be displayed in the  scheduler. In this way there    will  be no constraints on appointment  type.</p>
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<p>&nbsp;</p>
 
<h3><span><span id="Limitation_of_resources_to_a_maximum_number_of_assigned_appointments" class="mw-headline">Limitation of resources</span><span id="Limitation_of_resources_to_a_maximum_number_of_assigned_appointments" class="mw-headline"> to a maximum number of assigned appointments</span></span></h3>
 
<p style="text-align: justify;">Resources  can be limited to accept up to  a maximum number of appointment starts  per day. The limitation can be  defined for each day or for whole  week.&nbsp;</p>
 
<p style="text-align: justify;"><em>Example:</em></p>
 
<p style="text-align: justify;"><em>In  a clinic there are four beds  available. Every day one bed can be  assigned only once, to one patient. A  resource &bdquo;Beds&ldquo; has been defined.  In order not to reserve more beds  then beds available, a maximum  number of starts of appointments for the  resource &bdquo;Beds&ldquo; is limited to  four.</em></p>
 
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<p>If at the assignment of an appointment the maximum number is exceeded, a warning will be displayed.</p>
 
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<p style="text-align: justify;">For  each day you can define the time of  start and end.&nbsp; If you like to  define a break, like e. g. a lunch break,  insert a further row (button  &ldquo;New work time definition&rdquo;). In one row  you apply the times UNTIL the  break, in the row bellow you apply the  times beginning FROM the break.  If you have more rows for a day and  there are overlapping times, the  summary of the appointment types of the  intersection are valid for the  overlapping time.</p>
 
<p style="text-align: justify;">Column  &ldquo;Validity&rdquo;: If you don&rsquo;t fill  something out, the row with that  working  time definition will always be  valid. But you can also fill  out &ldquo;from&rdquo;  or/and &ldquo;until&rdquo;. The scheduler  will accordingly show the  work times for  that resource.</p>
 

Latest revision as of 15:29, 14 July 2016

Working times and constraints can be edited in the settings or while displaying the working times.

<tbody> </tbody>
<img src="/images/HowToWorkingTime.png" alt="" />

 

Go to System -> Display working times.

Or go to System -> Settings -> Working times and constraints. 

Here, each resource can be adjusted accordingly.

General working time can be defined for the whole clinic, as well as special working time for each individual resource. It is also possible to restrict a resource to a maximum number of appointments.

 

  • On the list to the right, you can define the working time for each resource.
  • The first row represents the general working time of the clinic. These will be automatically valid for all resources that have no specific working time defined.
  • Then, you can see the overview of each selected resource.
  • Double-clicking a resource or on button Edit resource settings, you can open the settings window of the selected resource.
<tbody> </tbody>

resource workingtime.png

 

  • Change the times of available resources directly in the fields.
  • Clicking on Define working time, you can set a worktime for the chosen appointment type on the selected day.
<tbody> </tbody>
<img src="/images/SetResourceWorkingTime.png" alt="" width="454" height="238" />

In the drop down list you can choose the appointment type(s) allowed for the selected work model – selected row.

If you do not make a special selection (all boxes checked), all appointments will be displayed in the schedule. In this way there will be no constraints on appointment type.

 

Additional information:

  • For each day you can define the starting and ending time.
  • If you like to define a break, for example a lunch break, insert a further time range (button Define working time). In one row you apply the time FROM the beginning of the break , to the row where you apply the time UNTIL the end of the break . If you have more rows for a day and there are overlapping times, the summary of the appointment types of the intersection are not valid for the overlapping time.
<tbody> </tbody>
<a href="/index.php?title=MedITEX_Scheduler_how_to">Back to How to</a> <a href="#top">Back to top</a>