Jump to: navigation, search

Difference between revisions of "Appointment Process"

(Steps to schedule appointment task)
(Steps to schedule appointment task)
Line 20: Line 20:
 
*Select Task Type as " Appointment " & Click " Next Button "  
 
*Select Task Type as " Appointment " & Click " Next Button "  
  
[[File:]]
+
[[File:SC2.png]]
 +
 
 +
*Task gets created with " Schedule " pop up , fill out details in pop up & click save button
 +
 
 +
[[File:SC3.png]]
 +
 
 +
*After scheduling select the option "Appointment Scheduled " in task pane
 +
 
 +
[[File:SC4.png]]
 +
 
 +
*Click the update link button below the task description to complete task
 +
 
 +
[[File:SC5.png]]
 +
 
 +
*Moves to " Activity chain closes " task. mark the check box & complete the task .
 +
 
 +
[[File:SC6.png]]

Revision as of 02:47, 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