Define Resource Schedules

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The Define Resource Schedules screen is used to define a clinic's resource schedules.

Business days and business hours must be defined before the resource schedules can be defined.

Note

NOTE: The selections made on the Build Clinic Calendar screen determine the clinic for which resource schedules are being defined.

Define Resource Schedules screen

Screen Access

Screen Access

Define Resource Schedules

Interface Initialization

Upon initial display of the screen, the following occurs:

  • The title bar text is set to "Define Resource Schedules".

  • The Clinic text and value label will display the clinic ID and name of the clinic.

  • The data grid is initially blank.

  • The Resource list box is enabled and displays all resources defined for the local agency.

  • The Start Time masked edit box is enabled and blank.

  • The End Time masked edit box is enabled and blank.

  • The Apply from calendar control and To calendar control are enabled and blank.

  • The Clinic is Open group box controls are enabled and blank.

  • The On Days group box controls are enabled and blank.

  • The Mark All buttons are visible and enabled.

  • The Clear All buttons are visible and enabled.

  • The OK button is visible and enabled as the default.

  • The Cancel button is visible and enabled as the default.

  • The Apply button is visible and enabled as the default.

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Screen Elements

Unless otherwise stated below, all controls on the Define Resource Schedules screen are visible and enabled when:

If one or more special conditions exist that affect a control on the Define Resource Schedules screen, the condition(s) are documented for that specific control below.

Clinic text and value label

  View the name of the clinic selected on the Build Clinic Calendar screen in the Clinic text and value label.

The value label will be filled with the clinic ID and name of the clinic.

Previously Defined Resource Schedules data grid

  View the information in the Previously Defined Resource Schedules data grid.

This data grid displays resource schedules defined for the selected Resource during the current session. The information displayed in the data grid is refreshed as resource schedules are defined using the Apply button as well as each time another resource is selected from the Resource list box.

The entries in the data grid will display in the order by availability date. The data on the data grid is read-only.

The data grid consists of the following control(s):

Resource column

This column displays the resource for each record displayed within the data grid.

The title of the column is set to "Resource". The information displayed within the column is read-only.

Availability Date column

This column displays the availability date for each record displayed within the data grid.

The title of the column is set to "Availability Date". The information displayed within the column is read-only.

Start Time column

This column displays the start time for each record displayed within the data grid.

The title of the column is set to "Start Time". The information displayed within the column is read-only.

End Time column

This column displays the end time for each record displayed within the data grid.

The title of the column is set to "End Time". The information displayed within the column is read-only.

Schedule Information group box

  Complete the information in the Schedule Information group box.

This group box includes controls that allow you to define the resource, start time, and end time for the resource schedule. The title text of the group box is set to "Schedule information". The following controls are included in the group box:

Resource list box

Select a resource in this list box to filter the records displayed in the data grid by the selected resource. The list box is filled with all resources defined for the local agency. The default selection is the first option displayed. Resources can only be selected in this list box. Resource updates or additions must be completed on the Define Resources screen.

Start Time masked edit box

Enter the time at which the resource schedule will begin for the days indicated at the clinic in this masked edit box. The masked edit box only accepts entry of numeric characters and "AM" or "PM". The mask on the masked edit box will be "##:## AA" to accept a four digit time and "AM" or "PM". The masked edit box is initially blank.

End Time masked edit box

Enter the time at which the resource schedule will end for the days indicated at the clinic in this masked edit box. The masked edit box only accepts entry of numeric characters and "AM" or "PM". The mask on the masked edit box will be "##:## AA" to accept a four digit time and "AM" or "PM". The masked edit box is initially blank.

The Start Time entered cannot be greater than the End Time. If it is, the system displays the E0038 standard error message.

Clinic is Open group box

  Complete the information in the Clinic is Open group box.

This group box includes controls that allow you to indicate the weeks of the month for which to perform the process. The title text of the group box is set to "Clinic is Open". The following controls are included in the group box:

Mark All button

Click this button to check all of the check boxes in the Clinic is Open group box.

Clear All button

Click this button to uncheck all of the check boxes in the Clinic is Open group box.

Week 1 check box

Check this check box to include the first week of the month in the process. Week 1 constitutes calendar days 1-7. The check box is initially unchecked.

Week 2 check box

Check this check box to include the second week of the month in the process. Week 2 constitutes calendar days 8-14. The check box is initially unchecked.

Week 3 check box

Check this check box to include the third week of the month in the process. Week 3 constitutes calendar days 15-21. The check box is initially unchecked.

Week 4 check box

Check this check box to include the fourth week of the month in the process. Week 4 constitutes calendar days 22-28. The check box is initially unchecked.

Week 5 check box

Check this check box to include the fifth week of the month in the process. Week 5 constitutes calendar days 29-31. The check box is initially unchecked.

On Days group box

  Complete the information in the On Days group box.

This group box includes controls that allow you to indicate the days on which to perform the process. The title text of the group box is set to "On Days". The following controls are included in the group box:

Mark All button

Click this button to check all of the check boxes in the On Days group box.

Clear All button

Click this button to uncheck all of the check boxes in the On Days group box.

Monday check box

Check this check box to include Mondays in the process. The check box is initially unchecked.

For example, if the Week 1 check box and Monday check boxes are selected, then the process is applied to the first Monday of each month that falls within the specified date range.

Tuesday check box

Check this check box to include Tuesdays in the process. The check box is initially unchecked.

For example, if the Week 1 check box and Tuesday check boxes are selected, then the process is applied to the first Tuesday of each month that falls within the specified date range.

Wednesday check box

Check this check box to include Wednesdays in the process. The check box is initially unchecked.

For example, if the Week 1 check box and Wednesday check boxes are selected, then the process is applied to the first Wednesday of each month that falls within the specified date range.

Thursday check box

Check this check box to include Thursdays in the process. The check box is initially unchecked.

For example, if the Week 1 check box and Thursday check boxes are selected, then the process is applied to the first Thursday of each month that falls within the specified date range.

Friday check box

Check this check box to include Fridays in the process.

For example, if the Week 1 check box and Friday check boxes are selected, then the process is applied to the first Friday of each month that falls within the specified date range.

Saturday check box

Check this check box to include Saturdays in the process. The check box is initially unchecked.

For example, if the Week 1 check box is selected and the Saturday check box is selected, then the process is applied to the first Saturday of each month that falls within the specified date range.

Apply from calendar control

  Select or enter the date on which the start date range begins for the process in the Apply from calendar control.

The date selected or entered must be equal to or greater than the current system date. If it is not, the system displays the E0010 a standard error message.

To calendar control

  Select or enter the date on which the end date range ends for the process in the To calendar control.

The date selected or entered cannot be greater than one year from the current system date. If it is, the system displays the E0021 standard error message.

The date selected or entered cannot be less than the date entered in the Apply from calendar control. If it is, the system displays the E0022 standard error message.

Apply button

  Click the Apply button to process the screen and/or save the data captured on the screen if applicable.

The screen is not closed when clicked. This allows you to perform additional processes on the screen quickly and easily.

It has a mnemonic of "A".

The Event Log - Define Resource Schedules screen displays when the button is clicked. Once closed, the Define Resource Schedules screen is displayed.

OK button

  Click the OK button to process the screen.

It is the default button for the screen, unless otherwise noted.

It does not have a mnemonic. Its keyboard shortcut is the Enter key.

Previous records that were saved using the Apply button are already stored in the database and therefore are not affected when this button is clicked.

Upon successful completion of the edits the system will create a ResourceSchedule record for all the selected dates.

The Event Log - Define Resource Schedules screen displays when the button is clicked. Once closed, the Build Clinic Calendar screen is displayed.

Cancel button

Click the Cancel button to close the screen without processing or saving data.

It does not have a mnemonic. Its keyboard shortcut is the Esc (escape) key.

Previous records that were saved using the Apply button are already stored in the database and therefore are not affected when this button is clicked.

The Build Clinic Calendar screen displays when the button is clicked.

Processing

If data can be validated and saved on the screen, the following processes occur when the screen is processed:

If no data can be validated and saved on the screen:

Data Map

The Data Map defines the values saved for all controls on the screen. If available, any additional notes or comments are displayed in the Notes column.

Control Label

Required

Table

Column

Notes

Clinic

·

ResourceSchedule

ServiceSiteID

·

Resource

X

ResourceSchedule

AppointmentResourceID

·

Start Time

X

ResourceSchedule

StartTime

·

End Time

X

ResourceSchedule

End Time

·

Clinic is Open

X

·

·

·

On Days

X

·

·

·

Apply from

X

·

·

·

To

X

·

·

·

|

Central Administrative Site