For the second time now we are rolling out a major upgrade of
the CareerHub appointments system. CareerHub appointments have
been in action for over a year now and we must thank everyone for
their extensive feedback throughout this time. It is due to this
feedback that we have been able to steer appointments into new and
exciting directions.
Appointment Types
Appointment types are now a crucial and central part of the
system. They have been added to empower the administrators with
the ability to customise every facet of the appointments while
still keeping the system simple, quick and easy to use.
Permissions
To update, add or remove appointment types you will need to have
the Appointments.Manage Permission, though anyone
with the Appointments.Use permission will still be
able to view the type's details.
The General Type
The general appointment type is a special type with limited
options that cannot be deleted. This type serves several
purposes:
- To rollout this update all the current appointments needed to
be given a type that would ensure the system would keep
functioning as normal.
- If you were to delete an appointment type all appointments
under that type would be converted to the general type.
- The general type defines a set of default settings that all new
types are initially based off, streamlining the process of adding
new types.
Deleting vs. Deactivating
For record keeping purposes it is general advised not to delete
old appointment types as this will convert all its appointments to
the general type. So that the appointments calendar doesn't become
overrun with old and irrelevant types we have added an option to
deactivate them (the 'Active' checkbox).
Deactivated types will still be visible in the calendar and to
students; they just won't show in the types drag / drop listing on
the calendar
Types Names
Make sure you pick an appropriate name for your appointment
types as they are what the students will see when booking. Type
names are generally appended with 'appointment'. Eg. General will
display as 'General appointment'.
Default Duration and Location
These settings only dictate how the appointment will initially
be added to the calendar. Once added to the calendar you are still
free to change the location or start / end times.
Note: If you don't set a default location the system will
use a best fit algorithm that decides on a location based on what
has been used more often and most recently for that
administrator.
Bookings Message
You can now add custom messages that students will see when
booking in to appointments of that type.
Attachments
The appointment type can define weather the appointments will
support attachments. If checked both the students and
administrators will be able to attach documents to the
appointment.
Topics
Topics are the category that students select when booking into
an appointment. Topics use to be the category called 'appointment
type' and has since been renamed. You can now define the specific
topics students can select from when booking into appointments
using this list. If no topics are selected students will be able
to select from all topics.
Visibility Settings
Not all appointment must be visible to students anymore. If you
uncheck the 'appointments are visible in the student console' the
appointments can be managed solely through the admin console.
Through if appointments are visible to students there are a few
settings for you to consider. Hopefully they are fairly self
explanatory:
- Students can view for [x]
days before start date
- Students can book for [x]
days before start date
- Students can't book for [x]
minutes before start time
- Students can't cancel bookings for [x]
minutes before start time
- Students can only book again [x] days after /
before start date
Note: the daily settings do not count the day of the
appointment. For example if you were to set the bookable days
setting to 0 (Students can book for 0
days before start date) the students will still be able to
book in on the day the appointment is due to commence. You could
use -1 to ensure that students can never book the
appointment.
Targeting
Targeting is now controlled through the type instead of the
individual appointments. It enables you to be more selective about
who will be able to view and book appointments. Students can be
targeted on the following properties:
Student type
- Labels
- Services
- Disciplines
- Workgroups
Appointments workgroups are now managed through their type. You
can change the workgroup through the actions panel.
Types and the Appointment Calendar
Just as with the old appointments templates system, types can be
dragged and dropped on the calendar at will. As dragging and
dropping appointments at the bottom of table can be quite
troublesome when you have to scroll between the templates and drop
location we have also made it possible to select the default type
(the type the will be added when simply clicking on the
calendar).
Appointments Schedule Page
We have added a new page to help administer appointments. It
shows every administrator's daily appointments and events in a
dynamic timeline for any given day.
The schedule for today can be accessed through the main menu:
Appointments > Today's Schedule. You can also link to the
schedule page straight from the calendar though the actions panel
or by clicking on the calendar's header for the day you want to
view.
Automated Emails
A few more automated emails have been added to the appointments
system in an effort to help streamline workflow. The following
emails are now sent out by the appointments system:
Appointment Bookings Student Notification
Notification email sent to students when they are booked into an
appointment (either through the student console or by an
administrator).
Appointment Cancelled Student
Notification
Notification email sent to students when their appointment booking
is cancelled (either through the student console or by an
administrator).
Appointment Booking changed
Notification email sent to students when crucial details about
their appointment are changed. These details include:
- Start date / time
- End time
- Location
- Counsellor (only if your institution has elected to show
counsellor information to students)
Editing Expired Appointments
It has come to our attention that for the purpose of record
keeping administrators require the ability to manipulate expired
appointments. Expired appointments can now be manipulated just as
a current appointment is though we have added an alert dialog when
editing expired records to ensure that administrators don't
accidentally remove / alter valuable records.
Editing Appointment Topics
We are currently developing a system that will let you add,
update and remove appointment topics. This feature will hopefully
be complete in the next few weeks.
In Conclusion
Thanks again for everyone's feedback that have made this upgrade
possible. We hope you enjoy the new features.