The Scheduling Matrix is only visible in GO Mobile, however, you can open it from within the system as well.
Before you Start: See Scheduling Matrix Overview and How to Run
View, Edit, or Add Appointments in the Scheduling Matrix
- After you have Run the Scheduling Matrix (instructions above), the results will display. The Date Range is shown on top. You can use the Plus(+) and Minus(-) buttons to Expand or Collapse each Date.
- Selecting an Appointment will show the details box popup.
- Appointments will be outlined only until they are Validated. In the example below, you can see a Green outlined appointment and a Pink outlined showing 2 Overlapping Appointments.
- To Validate Appointments, select Validate Appointments on the bottom right. This will validate any appointments on expanded rows.
- After the Appointments have been validated they will then show a solid color.
- Also, after Validating Appointments, you will have an Appointment Type filter option available in the lower right corner. This allows you to further sort by Appointment Type if you like.
- To Edit an Appointment, select the appointment and then click the Edit Appointment button in the top right.
- To Add an Appointment, click the Add Appointment button in the top right.