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Manage resources

myAvatar Scheduling Calendar step 12 of 15
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Manage resources that can be scheduled with an appointment. Resources are utilized by the Scheduling Calendar to reserve specific resources for particular appointments.

  • Resources are inventoried, so they can be tied to an appointment and cannot be overbooked. Once a resource is on the Resource List for an appointment (Add Appointment Screen), it cannot be reserved for another appointment during that time slot at that site.
  • Any appointment at the site can reserve an available resource.

  1. Go to: Avatar PM > Appointment Scheduling > Site Management

Add a Resource
  1. In the Add/Edit field, select Add to add a new resource.
  2. In the Site field, search for and select the location for the resource. Resources are not shared across different sites.
  3. In the New Resource field, enter the unique ID for the resource. This ID must be alphanumeric and cannot contain spaces.
  4. In the Resource Description field, enter the searchable name or description of the resource.
  5. In the Resource Type field, select the category this resource belongs to.
  6. Click Submit.
Edit a Resource
  1. In the Add/Edit field, select Edit to edit an existing resource.
  2. In the Existing Resource field, search for and select the desired resource.
  3. The Site field displays the selected location for the resource.
  4. The New Resource field displays the unique ID.
  5. In the Resource Description field, edit the searchable name or description of the resource.
  6. In the Resource Type field, select the category this resource belongs to.
  7. Click Submit.
Inactivate a Resource
  1. In the Add/Edit field, select Edit to edit an existing resource.
  2. In the Existing Resource field, search for and select the desired resource.
  3. In the Inactive field, check the Yes box. Inactive resources will not display for use in the Resource field on the Scheduling Calendar.
  4. Click Submit.
Report on Resources
  1. Click the List All Resources button to launch the Resource Definition Report.
► SQL Tables
  • SYSTEM.Appointment_Resource_Def