How to set working time for each resource?

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<p><span id="result_box" lang="en">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>
 
<p><span id="result_box" lang="en">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>
 
<p style="text-align: left;">Here, each resource can be  adjusted accordingly.</p>
 
<p style="text-align: left;">Here, each resource can be  adjusted accordingly.</p>
<p style="text-align: left;">General working time can be  defined for <em>the whole  clinic</em>, 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;">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>
 
<p style="text-align: left;">&nbsp;</p>
 
<p style="text-align: left;">&nbsp;</p>
 
<ul>
 
<ul>

Revision as of 10:06, 3 December 2012

Working times and constraints can be edited in the settings.

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<img src="/images/Setting.png" alt="" width="483" height="148" />

 

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.
  • In the bottom table, you can see the overview of each selected resource.
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Settings WorkingTimesRed.png

 

Double-clicking a resource or on button "Edit resource settings", you can open the settings window of the selected resource.

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Settings WorkingTimeNew.png

 

  • Change the times of available resources directly in the fields.
  • Clicking on "New work time definition" a new row will be inserted and you can define a new work model for the selected resource.
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<img src="/images/AppointmentTypes.png" alt="" width="233" height="231" />

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 time of start and end.
  • If you like to define a break, for example a lunch break, insert a further row (button "New work time definition"). In one row you apply the time UNTIL the break, in the row bellow you apply the time 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.
  • Column "Validity": if you don't fill something out, the row with that working time definition will always be valid. But you can also fill out "from" or/and "until". The schedule will show the work time for that resource accordingly.
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