School administrators
Define the institution
Schogle · Administration & basic setup
Appointment Setup
Define the appointment options available to the school community.
Administration & basic setupRecord area · Appointment Setup
Appointment Setup
01REFERENCE
Reference
Appointment type
02REFERENCE
Availability
Appointment slot
03REFERENCE
Separate task
Request approval
Reference · Appointment typeSample school record
- 01 · ReferenceAppointment type
- 02 · AvailabilityAppointment slot
- 03 · Separate taskRequest approval
What kind of appointment can someone request?
The office prepares appointment types and slots; reviewing an actual appointment request is a separate responsibility.
01Appointment types
Appointment options
Define appointment types before using it in appointment setup. The office prepares appointment types and slots; reviewing an actual appointment request is a separate responsibility. A consistent school reference means the next record can use the same definition.
- Reference — Appointment type
- Availability — Appointment slot
- Separate task — Request approval
For school administrators
A consistent basis for appointment requests.
Administration & basic setupRecord area · Appointment Setup
Appointment types
01REFERENCE
Reference
Appointment type
02REFERENCE
Availability
Appointment slot
03REFERENCE
Separate task
Request approval
Reference · Appointment typeSample school record
02Appointment slots
Appointment options
The office prepares appointment types and slots; reviewing an actual appointment request is a separate responsibility. Appointment slots is the part of appointment setup that supports this task. A consistent basis for appointment requests.
- Reference — Appointment type
- Availability — Appointment slot
- Separate task — Request approval
For school administrators
A consistent basis for appointment requests.
Administration & basic setupRecord area · Appointment Setup
Appointment slots
01REFERENCE
Reference
Appointment type
02REFERENCE
Availability
Appointment slot
03REFERENCE
Separate task
Request approval
Reference · Appointment typeSample school record
Connected school responsibilities
A common starting point for connected school work.
Give school teams shared session, class and configuration references before they begin their daily work.
Academic coordinators
Configure the academic session
School leadership
Set school-wide rules
Before your school gets startedA clearer workflow.
A clearer workflow.
A considered next step.
What does appointment setup cover?
Define the appointment options available to the school community. Its documented capabilities include Appointment types, Appointment slots.
Who benefits from this workflow?
School administrators, Academic coordinators, School leadership. A consistent basis for appointment requests.
What should we confirm in a demo?
Review supported screens, configuration and current availability with your school’s responsible team.
See this workflow with your school in mind.
Review the relevant records, configuration and current scope with our team.