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public:gorev:administrativeschedulingroomsresourcessettings [2018/09/23 00:22]
sgriffin [GoRev Administrative Scheduling Rooms and Resources Settings Video Tutorial]
public:gorev:administrativeschedulingroomsresourcessettings [2020/03/21 21:59] (current)
sgriffin
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 ====== GoRev Administrative Scheduling Rooms and Resources Settings Tutorial ====== ====== GoRev Administrative Scheduling Rooms and Resources Settings Tutorial ======
-Welcome to the GoRev Administrative Scheduling Rooms and Resources Settings Tutorial. In this tutorial, we will focus on the process of Defining the Rooms and Resources Settings for the Scheduling Module as an Administrator in GoRev.+Welcome to the **GoRev Administrative Scheduling Rooms and Resources Settings Tutorial**. In this tutorial, we will focus on the process of defining the **Rooms** and **Resources** Settings for the Scheduling Module as an Administrator in GoRev
 + 
 +**Note:** If you need assistance with a particular portion of this tutorial, please use the **Table of Contents** on the left hand side of this screen to navigate to the topic that you require
  
 ====== 1 : Navigating to the Scheduling Window ====== ====== 1 : Navigating to the Scheduling Window ======
-In order to customize the **Rooms and Resources Settings** of the **GoRev Scheduling Module**, first, begin by clicking on the “**Scheduling**” button present in the **Clinic Modules** tab on the **GoRev Homepage**.+In order to customize the **Rooms and Resources Settings** of the **GoRev Scheduling Module**, first, begin by clicking on the “**Scheduling**” button present in the Clinic Modules tab on the GoRev Homepage.
  
-{{:public:gorev:step_1_select_the_scheduling_button.png?800|}}+{{:public:gorev:scheduling_rooms_resources_scheduling_button.png?950|}}
  
 ====== 2 : Navigating to the Scheduling Settings Window ====== ====== 2 : Navigating to the Scheduling Settings Window ======
-After the Scheduling window appears on your screen, please click on the “**Manage Settings**” button present in the **Scheduling Toolbar**. +After the Scheduling window appears on your screen, please click on the “**Manage Settings**” button present in the Scheduling Toolbar.
- +
-{{:public:gorev:step_2_select_the_manage_settings_button.png?800|}}+
  
 +{{:public:gorev:scheduling_rooms_resources_manage_resources.png?950|}}
 ====== 3 : Navigating to the Rooms and Resources Section ====== ====== 3 : Navigating to the Rooms and Resources Section ======
 At this point, the Scheduling Settings window will appear on your device. To continue, please navigate to the **Rooms and Resources** section of this window by clicking on the corresponding tab present on your screen. At this point, the Scheduling Settings window will appear on your device. To continue, please navigate to the **Rooms and Resources** section of this window by clicking on the corresponding tab present on your screen.
  
-{{:public:gorev:step_3_navigate_to_the_rooms_and_resources_tab.png?800|}}+{{:public:gorev:scheduling_rooms_resources_rooms_resources_tab.png?950|}}
  
 ====== 4 : Navigating to the New Room and Resource Window   ====== ====== 4 : Navigating to the New Room and Resource Window   ======
-As an **Administrator**, you will have the ability to **Create New Rooms and Resources**, **Edit Existing Rooms and Resources**, and **Delete Unwanted Rooms and Resources** for the **GoRev Scheduling Module**. In order to **Create a New Room or Resource**, first, begin by clicking on the “**New**” button present on your device.+As an **Administrator**, you will have the ability to **Create New Rooms and Resources**, **Edit Existing Rooms and Resources**, and **Delete Unwanted Rooms and Resources** for the **GoRev Scheduling Module**. In order to create a **New Room or Resource**, first, begin by clicking on the “**New**” button present on your device.
  
-{{:public:gorev:step_4_rooms_and_resources_new_button.png?800|}}+{{:public:gorev:scheduling_rooms_resources_new_button.png?950|}}
 ====== 5 : Entering a Room and Resource Name ====== ====== 5 : Entering a Room and Resource Name ======
 Once the New Room and Resource window becomes visible, please enter a **Name** for your **New Room or Resource** into the field provided. Once the New Room and Resource window becomes visible, please enter a **Name** for your **New Room or Resource** into the field provided.
  
-{{:public:gorev:step_5_new_room_or_resource_window_field.png?800|}}+{{:public:gorev:scheduling_rooms_resources_new_room_resource_name.png?950|}}
  
 Then, click “**Create**”.  Then, click “**Create**”. 
  
-{{:public:gorev:step_5_part_2_create_button_for_new_room_or_resource_window.png?800|}}+{{:public:gorev:scheduling_rooms_resources_create_button.png?950|}}
  
-====== 6 : Navigating to the Edit Room Window ====== +====== 6 : Defining the Visit Type & Place of Service ====== 
-At this point, the **Newly Created Room or Resource** will be present in the **Rooms and Resources** list on your screen. +At this point, the newly named **Room or Resource** will be present in the **Rooms and Resources** list on your screen. To continue, please click on the newly named **Room or Resource** from the list.
  
-{{:public:gorev:step_6_new_room_or_resource_present_on_screen.png?800|}}+{{:public:gorev:scheduling_rooms_resources_locate_new_room_resource.png?950|}}
  
-To continue, click on the **Edit Room**” button in this window. +Next, click on the **"Edit Room"** button in this window. 
  
-{{:public:gorev:step_6_part_2_edit_room_button.png?800|}}+{{:public:gorev:scheduling_rooms_resources_edit_room_button.png?950|}}
  
-====== 7 : Entering a Visit Type  ====== +After the "Edit Roomwindow becomes visible, please define the **"Visit Type"** and **"Place of Service"** for your **Room or Resource** using the corresponding field and drop-down provided.
-Once the Edit Room window becomes visible, please enter the **Visit Type** that you require into the field provided. +
  
-{{:public:gorev:step_7_edit_room_visit_type_field.png?800|}}+{{:public:gorev:scheduling_rooms_resources_visit_type_and_place_of_service.png?950|}}
  
-====== Defining the Default Place of Service  ====== +====== Finalizing Room or Resource Creation ====== 
-After entering this informationplease define the **Default Place of Service** for your **New Room or Resource** using the corresponding drop-down menu present on your screen.+Nowin order to finalize the creation of the new **Room or Resource**, please click on the “**Save**” button in this window.
  
-{{:public:gorev:step_8_edit_room_default_place_of_service_drop_down.png?800|}}+{{:public:gorev:scheduling_rooms_resources_save_new_room_resource.png?950|}} 
 +====== 8 : Selecting Room or Resource To Edit ====== 
 +In addition to creating new **Rooms and Resources**, you, also, have the ability to **Edit Existing Rooms and Resources** as an **Administrator** in GoRev. To begin, please select the **Room or Resource** that you require from the list present on your device.  
  
-====== 9 Finalizing Room or Resource Creation ====== +{{:public:gorev:scheduling_rooms_resources_select_room_resource_to_edit.png?950|}}
-Now, in order to finalize the **Creation of the New Room or Resource**, please click on the “**Save**” button in this window.+
  
-{{:public:gorev:step_9_edit_room_window_save_button.png?800|}}+If you have difficulty locating the **Room or Resource** that you require, please use the **Search Field** present on your screen to aid in your search
  
-====== 10 Selecting Required Room or Resource ====== +{{:public:gorev:scheduling_rooms_resources_search_field.png?950|}}
-In addition to **Creating New Rooms and Resources**, you, also, have the ability to **Edit Existing Rooms and Resources** as an **Administrator** in GoRev. To begin, please select the **Room or Resource** that you require from the list present on your device +
  
-{{:public:gorev:step_10_select_a_room_or_resource_for_editing.png?800|}}+====== 9 Editing the Selected Room or Resource ====== 
 +Now, click on the “**Edit Room**” button present in this window.
  
-If you have difficulty locating the **Room or Resource** that you require, please use the **Search Field** present on your screen to aid in your search+{{:public:gorev:scheduling_rooms_resources_edit_room_button_edit_room_resource.png?950|}}
  
-{{:public:gorev:step_10_part_2_search_field.png?800|}}+After the "Edit Room" window becomes visible, please **Edit** any of the information in this window that you require
  
-====== 11 Navigating to the Edit Room Window ====== +{{:public:gorev:scheduling_rooms_resources_edit_required_info.png?950|}}
-Next, click on the “**Edit Room**” button present in this window.+
  
-{{:public:gorev:step_11_select_edit_room_button_to_edit_selected_room.png?800|}}+Once you are finished, click on the **"Save"** button on your screen
  
-====== 12 Editing Existing Rooms and Resources ====== +{{:public:gorev:scheduling_rooms_resources_save_edited_room_resource.png?950|}}
-At this point, the Edit Room window will appear on your device. To continue, please **Edit** any of the information in this window that you require. Once you are finished, click on the “**Save**” button on your screen+
  
-{{:public:gorev:step_12_save_button_to_save_edited_room.png?800|}}+====== 10 Selecting Room or Resource To Delete  ====== 
 +In addition to editing existing **Rooms and Resources**, you, also, have the ability to **Delete Unwanted Rooms or Resources** as an **Administrator** in GoRev. To begin, please select the **Room or Resource** that you require from the list present on your device.
  
-====== 13 : Selecting Room or Resource  ====== +{{:public:gorev:scheduling_rooms_resources_select_room_resource_delete.png?950|}}
-In addition to **Editing Existing Rooms and Resources**, you, also, have the ability to **Delete Unwanted Rooms or Resources** as an **Administrator** in GoRev. To begin, please select the **Room or Resource** that you require from the list present on your device. +
- +
-{{:public:gorev:step_13_select_room_to_delete_from_list.png?800|}}+
      
-====== 14 Navigating to the Deleting Room Window ====== +====== 11 : Deleting the Selected Room or Resource ====== 
-Next, click on the “**Delete**” button in the Scheduling Settings window.+Now, click on the “**Delete**” button in the Scheduling Settings window.
  
-{{:public:gorev:step_14_select_delete_button_from_rooms_and_resources_window.png?800|}}+{{:public:gorev:scheduling_rooms_resources_delete_button.png?950|}}
  
-====== 15 : Deleting the Selected Room or Resource ====== +After the Deleting Room window appears on your device, please finalize the **Deleting** process by clicking **"Yes"**. 
-At this point, the Deleting Room window will appear on your device. In order to finish **Deleting** the **Selected Room or Resource**, click “**Yes**.+
  
-{{:public:gorev:step_15_select_yes_to_finish_deleting.png?800|}}+{{:public:gorev:scheduling_rooms_resources_yes_button.png?950|}}
  
 ====== Additional Resources ====== ====== Additional Resources ======
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 ==== GoRev Support Team ==== ==== GoRev Support Team ====
  
-If you have any additional questions or concerns regarding the process of **Defining the Rooms and Resources Settings** for the **Scheduling Module** as an **Administrator** in GoRev, please contact the **GoRev Support Team** at +If you have any questionsconcerns, or problems regarding the process of defining the **Rooms and Resources Settings** for the **Scheduling** module as an **Administrator** in GoRev, please contact the **GoRev Support Team** by submitting an **IT Support Ticket**, by phone at **1-(317)-794-3900**, and/or by email at **[[ask@gorev.com|ask@gorev.com]]**.  
 + 
 +**Note:** Always submit an **IT Support Ticket** detailing the problem that you are experiencing with this portion of GoRev, if possible, as this will give GoRev Support Agents access to information that will help expedite the resolution of your issue. 
  
-**( 1-(832)-658-2209 )**.  +If you are not sure how to submit an **IT Support Ticket** in GoRev, please see the [[public:gorev:itsupportticketcreation|GoRev IT Support Ticket Creation Tutorial]] for assistance
  
 [[:public:GoRev:start|Back to GoRev Guides]] [[:public:GoRev:start|Back to GoRev Guides]]
  
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