Resizing Appointment Enhancements
- Nouf Yeslem
On the Individual Calendar (Week View), the resizing feature has been enhanced to provide accurate error messaging and functionality.
Resizing Appointments without Completed Verifications/Session Note
On your desktop, navigate to the Individual Calendar (Week view)
Click and expand the top or bottom of the appointment to resize it
After resizing, you will see a pop-up confirming the date and time that the appointment will be moved to
To cancel the changes, click ‘Undo’
To move the appointment to the new date/time, click ‘Move’
Good to Know:
You must have permission to Edit Appointments and have access to the assigned client in order to resize an appointment
You can resize a single appointment or a single occurrence that is part of a series.
Appointment Series may not be resized.
Cancelled and archived appointments cannot be resized.
Scheduling Warnings
When you click ‘Move’, if the new date/time would cause scheduling errors, you will see existing appointment warning pop-ups
If you are still able to move the appointment without fixing the errors, the appointment warnings pop-up will give you the options to ‘Undo’, ‘Edit Appointment' or ‘Save Anyway’
To cancel changes, click ‘Undo’
To open the appointment and make edits, click ‘Edit Appointment’
To move the appointment without making any edits, click ‘Save Anyway’
If you are not able to move the appointment without fixing the errors, the appointment warnings pop-up will give you the options to ‘Undo’ or ‘Edit Appointment’
To cancel changes, click ‘Undo’
To open the appointment and fix errors, click ‘Edit Appointment’
Users without ‘Edit Verified Appointments’ Permission:
Once an appointment has a completed verification (staff, parent, and/or principal) or a completed session note, you will not be able resize the appointment.
Users with ‘Edit Verified Appointments’ Permission:
Staff Verification: If an appointment has a completed staff verification, you will not be able to resize the appointment.
Parent/Principal Verification/Session Note: If an appointment has been parent and/or principal verified or has a completed session note, you will be able to resize the appointment but will receive a warning that that verification and session note timestamps will not be updated.
Good to Know:
Cancelled and archived appointments cannot be resized
The same rules apply when users are opening and editing the appointment.