Swap Schedule

The Swap Schedule Sheet Bar option enables you to move all appointments scheduled in a Room on a particular day to a different Room.

If you wish to move only one appointment at a time to a different Room, do one of the following:

• Right-click the appointment on the Grid and select Move to from the menu that appears.

• Or, move the appointment to a different slot using the Cut and Paste commands from the right-click menu.

To move all appointments for the day to a different room:

1. Open the Scheduling module.
2. From the Scheduling Tools heading on the Sheet BarScheduling Tools heading on the Sheet Bar, click Swap Schedule. The Swap Appointments dialogSwap Appointments dialog appears.

   

   

3. The dialog defaults to today's date. You can use the date field at the bottom to select a different dateselect a different date.

   Use one of the following methods to populate a date field:

   • Manually type a date in the field. You must use this date format: MM/DD/YYYY.

   Or

   • Click the drop-down in the date field to access a calendarcalendar:

     

   • Populate the date field by clicking a date on the calendar.
   • Leave the field blank by clicking None.
   • Navigate to a prior or future month using the arrows to the right and left of the month name.
   • Click the month name to see a list of months and select the name of the month you wish to view from the list.
   • Navigate to a prior year by clicking the year and using the up/down arrows to move forward or back one year at a time.
   • Populate the field with today's date by clicking Today.

    

4. From one of the Room drop-down lists, select the Room where the appointments are currently scheduled. From the other drop-down list, select the Room to which you wish to move the appointments.
5. Click Swap. The dialog now shows the appointment in the new Room.
6. Choose from one of the following options:
   • BackBack

     Click Back to undo your Room selection and try again. After you click Apply, the Back button does not work.

   • ApplyApply

     Click to Apply your changes to the schedule. The appointment is not actually moved to the new Room unless you click Apply. An alert will appear showing any Conflicts that exist. Click here for more information on ConflictMissing, incomplete, or invalid information as designated by a Business Entity in Conflict Settings in the Administration Module. The Conflict Checker generates alerts in real time during the scheduling process when it encounters conflicts. Some Conflicts require correction before the appointment can be booked; while others simply generate alerts, but do not prevent the user from saving the appointment. Checking.

   • CancelCancel

     Click Cancel to close the dialog without applying any changes you made.

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