Schedule Management

This sub-solution contains the Appointment application that enables users to schedule appointments for a use case.

For example, the Archer Audit Planning & Quality use case uses this feature to schedule resources for engagements. These resources are tracked through an appointment schedule.

Appointment application

The Appointment application stores all data related to individual appointments. Use this application to schedule appointments to which you want to assign resources. For example, you can use this application in the Audit Planning & Quality use case to schedule and assign resources to engagements.

To use the Appointment application, you must create a Scheduler field in the application from which you intend to manage appointments.

Appointments are tracked by date only. When an appointment is added with the same start and end dates, it does not appear in the schedule.

Appointment tasks

• Adding Appointments
• Deleting Appointments
• Exporting Appointments
• Searching for Appointments
• Viewing Appointment Reports