Adding Appointments

You can add an appointment from the schedule or resource view. In the schedule view, you can drag-and-drop appointments from 1 resource to another or move the start and end dates by moving the start and end points of the appointment.

Adding Appointments Process

The process of adding appointments is the same as working with all applications in Archer.

• If any icons of a task are not available for selection, you do not have access rights to perform the associated task.
• If the application contains a Record Permissions field, you may not have access rights to every record in the application.
• If the application contains private fields for which you do not have access rights, you cannot view or edit those fields.

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.

Add an Appointment

1. Go to the Appointment records page.

   1. From the menu, click the Workspace Name menu for the workspace that Schedule Management is assigned to.
   2. Select Schedule Management.
   3. From the Applications list, click Appointment.
2. Click to add a new Appointment record.

3. In the Appointment Information section, enter the name, appointment start date, end date, duration, and type.

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

   The following table describes the options.

   Option	Description
   Name	Specifies the purpose of the appointment.
   Appointment Start Date	Specifies the date that the appointment begins.
   Duration (Hours)	Specifies the number of hours dedicated to the appointment. The duration is not reflected by the start and end dates of the appointment. For example, for an audit engagement, the resource might be scheduled for 4 hours in a 2 day span.
   Appointment End Date	Specifies the date the appointment ends.
   Type	Specifies whether the appointment is billable or non-billable time. Personal time off (PTO) is an example of Non-Billable time.

4. In the Appointment Detail section, select 1 of the following options
   

   • Parent - the parent and the record to which the appointment is being attached.When you select a Parent module, only the related resource is available for selection in the Resource option

   • Resource - the resource application and resource that is being scheduled.

5. Click Save or Save and Close.

   • To apply the changes and continue working, click Save.
   • To save and exit, click Save and Close.

Add an Appointment by Copying another Appointment

1. Go to the Appointment records page.

   1. From the menu, click the Workspace Name menu for the workspace that Schedule Management is assigned to.
   2. Select Schedule Management.
   3. From the Applications list, click Appointment.
2. Select the appointment.
3. In the toolbar, click and select Copy.

4. In the Appointment Information section, modify the new appointment.

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

   The following table describes the options.

   Option	Description
   Name	Specifies the purpose of the appointment.
   Appointment Start Date	Specifies the date that the appointment begins.
   Duration (Hours)	Specifies the number of hours dedicated to the appointment. The duration is not reflected by the start and end dates of the appointment. For example, for an audit engagement, the resource might be scheduled for 4 hours in a 2 day span.
   Appointment End Date	Specifies the date the appointment ends.
   Type	Specifies whether the appointment is billable or non-billable time. Personal time off (PTO) is an example of Non-Billable time.

5. Go to the Appointment Detail section and do the following:

   The following table describes the options.

   Option	Description
   Parent	The parent application and the record to which the appointment is being attached.
   Resource	The resource application (for example, Contacts) and the resource that is being scheduled.

   Note: The Parent and Resource options are populated by the selection you make for one or the other. When you select a Parent module, only the related resource is available for selection in the Resource option.

1. In Parent, select the parent application and the record to which the appointment is being attached.
2. In Resource, select the resource application (for example, Contacts) and the resource that is being scheduled.

6. Click Save or Save and Close.

   • To apply the changes and continue working, click Save.
   • To save and exit, click Save and Close.

Edit an Appointment

If an appointment was created while working offline, you must reestablish the relationships between the parent and resource modules. Complete step 3 to specify these relationships.

1. Go to the Appointment record page of the appointment you are editing.

   1. From the menu, click the Workspace Name menu for the workspace that Schedule Management is assigned to.
   2. Select Schedule Management.
   3. From the Applications list, click Appointment.
   4. Click the appointment record that you want to edit.

2. In the Appointment Information section, modify any of the information you want.

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

   The following table describes the options.

   Option	Description
   Name	Specifies the purpose of the appointment.
   Appointment Start Date	Specifies the date that the appointment begins.
   Duration (Hours)	Specifies the number of hours dedicated to the appointment. The duration is not reflected by the start and end dates of the appointment. For example, for an audit engagement, the resource might be scheduled for 4 hours in a 2 day span.
   Appointment End Date	Specifies the date the appointment ends.
   Type	Specifies whether the appointment is billable or non-billable time. Personal time off (PTO) is an example of Non-Billable time.

3. In the Appointment Detail section, modify the information you want.

   The following table describes the options.

   Option	Description
   Parent	The parent application and the record to which the appointment is being attached.
   Resource	The resource application (for example, Contacts) and the resource that is being scheduled.

   Note: The Parent and Resource options are populated by the selection you make for one or the other. When you select a Parent module, only the related resource is available for selection in the Resource option.

4. Click Save or Save and Close.

   • To apply the changes and continue working, click Save.
   • To save and exit, click Save and Close.