SSC Campus - Case Management: Appointment Scheduling

 

Appointment Scheduling
Users with appropriate permissions can schedule appointments by checking the box beside student names in various lists throughout the application and by clicking on Schedule Appointment option in the Action Menu.  These lists are typically found on your home-page and in Search areas of the application.  The system will then display the Schedule an Appointment page.

Appointment Components
To finish, click the Save Appointment button.  When the appointment is saved, the system will send appointment notification emails to each of the attendees with the details of the appointment.  The system will also update each attendee's calendar to reflect the newly added appointment.

Upcoming Tutor Appointments
Tutors can find their upcoming appointments listed at the bottom of the Tutor Info tab that is found on the Tutor Home page.  The purpose of this section is to give the tutor a quick and easy view of all of their upcoming appointments.  We also provide users with the necessary tools they need to manage those upcoming appointments.

Cancel Appointment
Need to cancel an appointment? You can do this from the Tutor Info tab located on the Tutor Home page by checking the box beside the appointment listing and clicking the Cancel Appointment button within the Actions Menu.

The Application Administrator creates and defines Cancellation Reasons in the event that a user might need to cancel an upcoming appointment.  Notice the tutor is given the option for whom to cancel the appointment for, required to select a reason why the appointment is to be cancelled, and also has an option to enter a comment about the cancellation.  Clicking the Cancel Appointment button will instantly send out Cancellation Emails to all of the attendees alerting them the appointment has been cancelled.

By default, the Upcoming Appointments grid will NOT show cancelled appointments.  Check the Show Cancelled check box to include canceled appointments in the list of upcoming appointments.

As a last note about the Upcoming Appointments tab, as soon as the appointment starts, it will drop off this list and appear on the Recent Advising Appointments grid.  For example, if a tutor has an appointment today at 9:30am, as soon as the time reaches 9:30, that appointment will be dropped from the Upcoming Appointments list and be added to the Recent Tutor Appointments list.