Scheduling

The Scheduling configuration tab provides the ability configure the view displayed on the Scheduling tab in the portal. Configuration options include updating the text displayed in the portal, updating the tab name, updating the scheduling button label, the ability to select the global scheduling settings, enabling or disabling confirmation emails and the confirmation email send from email address, CC email address, BCC email address, subject and body. The Scheduling tab allows a user to schedule, reschedule or cancel their migration date if configured.

Page Text

From the Scheduling configuration tab, you can update the text displayed in the portal. To update:

1. Enter text in the Page Text Utilize HTML elements to augment the text (e.g. <br> for line break)
   
2. Use the placeholder buttons to add variables for User asset properties to the text box (e.g. Name) to personalize the tab for each portal user
   
3. Click the Update button to save your changes. Navigate to another page to cancel your changes.
   NOTE:  Each tab must be updated individually. Updating from a different tab without first updating the Scheduling configuration tab will result in the loss of your changes.
4. The view of the Scheduling tab in the portal is shown below:
   
   NOTE: The Scheduled field is set to YES and Scheduled Date field is set to the Preferred Date on the User asset type (if available) when a user schedules their appointment in the portal.
5. The view of the Scheduling tab in the portal with no configured schedule days is shown below:
   

Tab Name

From the Scheduling configuration tab, you can update the tab name displayed in the portal. To update:

1. Enter the tab name in the Tab Name text box
   
2. Click the Update button to save your changes. Navigate to another page to cancel your changes.
   NOTE:  Each tab must be updated individually. Updating from a different tab without first updating the Scheduling configuration tab will result in the loss of your changes.

Scheduling Button Label

From the Scheduling configuration tab, you can update the scheduling button label displayed in the portal. To update:

1. Enter the scheduling button label in the Scheduling Button Label text box
   
2. Click the Update button to save your changes. Navigate to another page to cancel your changes.
   NOTE:  Each tab must be updated individually. Updating from a different tab without first updating the Scheduling configuration tab will result in the loss of your changes.

Global Scheduling Settings

From the Scheduling configuration tab, you can configure the global scheduling settings. To configure:

1. Choose which Task Chain Templates are loaded into waves when a user schedules in the portal by selecting from the Task Chain Templates drop down. The system default template is Self Service Portal Scheduling Template. Create new task chain templates to add to the list of available templates to choose from.
   
2. Select the number of days beyond the wave end goal to allow user calendar scheduling from the Extend Schedule Days By drop down. The default is 0 days.
      
3. Choose if same day scheduling is allowed or not from the Allow Same Day Scheduling radio button
   
4. Select the time when scheduling will be cutoff from the Scheduling Cutoff Time drop down
   
5. Select the number of appointments allowed to be scheduled on any day from the Daily Capacity drop down. The default is Unlimited.
      
6. Choose if the Secondary Date selector is available or not from the Secondary Date drop down
   
7. Click the Update button to save your changes. Navigate to another page to cancel your changes.
   NOTE:  Each tab must be updated individually. Updating from a different tab without first updating the Scheduling configuration tab will result in the loss of your changes.

Confirmation Email

From the Scheduling configuration tab, you can configure the behavior of the confirmation emails when users schedule in the portal. To configure:

1. Choose if the Confirmation Email is enabled or not from the Confirmation Email radio button
   
2. Select the T-Comm template of confirmation emails from the T-Comm Template drop down
   
   NOTE: An ICS attachment can be sent with confirmation emails by enabling Include ICS Attachment when creating a T-Comm template.
3. An example confirmation email is shown below:
   
4. The view of the Confirmation Email configuration tab with the Enabled radio button set to No is shown below:
   

Confirmation Email (Deprecated in version 7.6.0124)

NOTE:  Editing the Confirmation Email on the Scheduling tab was deprecated in version 7.6.0124.

From the Scheduling configuration tab, you can configure the behavior of the confirmation emails when users schedule in the portal. To configure:

1. Choose if the Confirmation Email is enabled or not from the Confirmation Email radio button
   
2. Enter the send from email address of confirmation emails in the From Email Address text box
   
3. Enter the recipient to be copied on confirmation emails in the CC Email text box
   
4. Enter the recipient to be blind copied on confirmation emails in the BCC Email text box
   
5. Enter the subject of confirmation emails in the Email Subject text box
   
6. Enter the body of confirmation emails in the Email Body text box
   
7. Utilize placeholders in the email body to personalize confirmation emails
   

   Placeholder	Icon	Variable	Description
   Full Name		%[name]%	Name field of the portal user
   First Name		%[first_name]%	First Name field of the portal user
   Last Name		%[last_name]%	Last Name field of the portal user
   Email		%[email]%	Email field of the portal user
   Asset Name		%[asset_name]%	Name field of the portal user’s asset
   Start Goal Date		%[start_goal]%	Start Goal date of the scheduled task
   Start Goal Time	N/A	%[start_goal_time]%	Start Goal time of the scheduled task
   End Goal Date		%[end_goal]%	End Goal date of the scheduled task
   End Goal Time	N/A	%[end_goal_time]%	End Goal time of the scheduled task
   Group Name		%[group_name]%	Name field of the scheduled task
   Image		Not applicable	Upload an image file or link to display in the email

8. Click the Update button to save your changes. Navigate to another page to cancel your changes.
   NOTE:  Each tab must be updated individually. Updating from a different tab without first updating the Scheduling configuration tab will result in the loss of your changes.
9. An example confirmation email is shown below:
   
10. The view of the Confirmation Email configuration tab with the Enabled radio button set to No is shown below: