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Extending Permanent Appointments

How do I extend a permanent appointment?

1.  From the Home Screen 

  • Home Screen
  • Look at the Alert Center on right
  • Select 'Scheduled Permanent Appointments Running Out'alert_center.png
  • In the actions sections on left, select 'Extend Appointment'sched_appt_run_out.png
  • Complete the information on the screen as needed
  • Select add appointment

**Notes on extending permanent appointments:

  • All of the previous form field values should be selected EXCEPT for Weeks Repeated.
  • The Date will default to 1 week from the Last Scheduled Appointment for Date and Time listed on the Scheduled Permanent Appointments Running Out report.  If you are extending the appointment out beyond 1 week, be sure to drop the Weeks Repeated down and selected the necessary number of weeks up to 52 weeks.
  • Class registrants are not copied into extended class appointments and will need to be added manually
  • A Permanent Appointment will remain on this list for two weeks as a reminder unless it is extended in the Scheduler.

 

2.  From Training Reports (This will allow you to pro-actively manage/extend your future appointments)

 

  • Reports -> Training -> Scheduled Permanent Appts Running Out
  • In the actions sections on left, select 'Extend Appointment'
  • Complete the information on the screen as needed
  • Select add appointment

 

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