Schedule Configurator

The Configurator allows defining the temporal structure of schedules: holidays, days and time slots, automatic generation of slots, and customisation of specific slots. It is organised into four subsections:

Subsection	Purpose
Holiday registration	Define holidays so that no available slots are generated
Days and time slots	Establish base slots to automatically generate slots
Customise slots	Adjust properties of already generated slots
Overview	View the configured calendar and access day-by-day editing

---

Holiday registration

Allows defining the holidays in the calendar. Days marked as holidays will not generate available slots in the schedule.

Add holiday

1. Click Add holiday. The data window will open.
2. Select the day.
3. Fill in the description.
4. Indicate the specific centres where the holiday applies, if applicable.
5. Click Save to register the holiday.

Note

If no specific centres are indicated, the holiday will apply generally to all centres.

Edit holiday

1. In the holiday list, click the pencil icon of the record to edit. The editing window will open.
2. Modify the necessary data: date, specific centre or description.
3. Click Save to confirm the changes.

Delete holiday

1. In the holiday list, click the trash bin icon of the record to delete.
2. The holiday is removed from the calendar.

---

Days and time slots

Allows defining the days and time slots that will serve as the basis to automatically generate the schedule slots during a specified period.

Add slot

1. Click Add slot. The configuration window will open.
2. Select the day of the week.
3. Select the centres where the slot applies.
4. Indicate the start time and end time of the slot.
5. Indicate the From and To dates of the application period.
6. Enter the interval in minutes for each slot.
7. Enter the number of slots per defined interval.
8. Mark if the slot is visible.
9. Mark if it is available for self-booking.
10. Select the type of appointment.
11. Click Save to register the slot.

Edit slot

1. In the slots table, click the pencil icon of the record to edit. The editing window will open.
2. Modify the necessary data: day of the week, centres, start and end times, from/to dates, interval in minutes, number of slots per interval, visibility, availability for self-booking, and type of appointment.
3. Click Save to confirm the changes.

Delete slot

1. In the slots table, click the trash bin icon of the record to delete.
2. The slot is removed.

Generate schedules according to days and slots

Automatically generates the schedule slots of a centre based on the defined days and slots.

1. Select the own centre for which to generate the slots.
2. Click the Generate schedules according to days and slots button.
3. Wait for the generation process to finish.
4. Upon completion, the Customise slots tab is automatically activated.
5. Repeat the process for other centres that do not yet have generated slots.

Note

You must always select a centre before generating. Slots are created only for the selected centre, so the process must be repeated for each centre.

---

Customise slots

Allows modifying the properties of specific previously generated slots: type of appointment, visibility, availability for self-booking, closed/reserved status, and company assignment.

Customise slot

1. In the slots list, click the pencil icon of the record to customise. The window with the slot data will open.
2. Modify the editable fields of the slot.
3. Click Save to confirm the changes.

Close slot

Allows closing a slot so that it is no longer usable or visible in the calendar.

1. In the slots list, click the padlock icon of the record to close.
2. The slot is closed: it ceases to be usable and is not displayed in the calendar.

Note

You can reopen the slot by clicking the pencil icon of the record and unchecking the Closed option in the editing window.

Delete slot

Allows completely deleting a slot from the application.

1. In the slots list, click the trash bin icon of the record to delete.
2. The slot is completely deleted and disappears from the list.

Caution

Unlike closing a slot, this action is final: the slot cannot be recovered and must be generated again if needed.

Customise slots in bulk

Allows applying the same customisation to several slots at once according to criteria of day, period, and time slot.

1. Click Customise in bulk. The configuration window will open.
2. Select the day of the week.
3. Indicate the From and To dates of the period.
4. Indicate the start time and end time.
5. Select the type of appointment.
6. Assign companies, if applicable.
7. Click Apply customisation to slots.

Note

Bulk customisation acts only on the centre previously selected on the screen.

---

Overview

Allows viewing a general overview of the configured calendar. When selecting a day in the calendar, the Customise slots tab filtered by that day opens automatically, facilitating direct access to editing its slots.

Source: SmartHealth User Manual, version 1.0.