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Difference between revisions of "Appointment Process"

(Steps to schedule appointment task)
(Create Appointment task Video)
 
(5 intermediate revisions by the same user not shown)
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=='''Steps to schedule appointment task'''==
 
=='''Steps to schedule appointment task'''==
  
[[File:]]
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[[File:SC1.png]]
  
 
*Select work space in Left pane  
 
*Select work space in Left pane  
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*Select Task Type as " Appointment " & Click " Next Button "  
 
*Select Task Type as " Appointment " & Click " Next Button "  
  
[[File:]]
+
[[File:SC2.png]]
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 +
*Task gets created with " Schedule " pop up , fill out details in pop up & click save button
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 +
[[File:SC3.png]]
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*After scheduling select the option "Appointment Scheduled " in task pane
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[[File:SC4.png]]
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*Click the update link button below the task description to complete task
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[[File:SC5.png]]
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*Moves to " Activity chain closes " task. mark the check box & complete the task .
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[[File:SC6.png]]
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=='''Create Appointment task Video '''==
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----
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[[File:Appointment_video.gif|1000px]]

Latest revision as of 02:52, 15 April 2015


>> Back To TMS-VERSION 2     >> Workflow Task Creation process


Steps to schedule appointment task

SC1.png

  • Select work space in Left pane

Appr1.png

  • Click + New task in the row .

Appr2.png

  • Select Task Type as " Appointment " & Click " Next Button "

SC2.png

  • Task gets created with " Schedule " pop up , fill out details in pop up & click save button

SC3.png

  • After scheduling select the option "Appointment Scheduled " in task pane

SC4.png

  • Click the update link button below the task description to complete task

SC5.png

  • Moves to " Activity chain closes " task. mark the check box & complete the task .

SC6.png

Create Appointment task Video


Appointment video.gif