Creating Unavailable Time Slots in My Schedule

    iPad

CRM users can create unavailable time slots in My Schedule to prevent HCPs from requesting meetings during that time. When users create unavailable time in My Schedule, their unavailable time slots are automatically reflected on the Engage Scheduling Site for HCPs. The times available on the Engage Scheduling Site are also dynamically updated when users edit or delete unavailable time slots in My Schedule.

For example, Sarah Jones is on vacation from August 22 through August 26. She blocks this time off on her calendar. Dr. Ackerman wants to have a follow-up call with Sarah to discuss the efficacy of Restolar. When he opens the scheduling link Sarah sent, he sees she is not available from August 22 through August 26. Dr. Ackerman submits a meeting request for August 28, which Sarah accepts.

Unavailable time slots are only supported in My Schedule’s Week View and Map View.

Prerequisites

Configuring Unavailable Time Slots

To enable this feature:

  1. Grant Engage integration users the following permissions:

    Object

    OLS

    Record Types

    Fields

    FLS

    Unavailable_Time_vod

    R

    n/a

    • Start_Datetime_vod
    • End_Datetime_vod
    • Mobile_ID_vod
    • External_ID_vod

    Read

  1. Grant end users the following permissions:

    Object

    OLS

    Record Types

    Fields

    FLS

    Unavailable_Time_vod

    CRUD

    Unavailable_Time_vod

    • Start_Datetime_vod
    • End_Datetime_vod
    • Mobile_ID_vod

    Edit

    External_ID_vod

    Read

  2. Grant admins Edit FLS to the External_ID_vod field on the Unavailable_Time_vod object for data loading Unavailable_Time_vod records. This step is optional.

  3. Enable the VMOC for the Unavailable_Time_vod object.

Creating Unavailable Time Slots in My Schedule

To create unavailable time slots:

  1. Select the plus icon in the My Schedule header.

  2. Select Add Unavailable Time.

  3. Select the All Day toggle if the unavailable time slot applies to the entire day (optional).

  4. Select the appropriate start and end times using the Starts and Ends fields.

Displaying Time Zones is not supported for unavailable time.

  1. Select Save.
    If users attempt to save an unavailable time slot where the end date and time are before the start date and time, an error displays.

Unavailable time slots display in gray in My Schedule. Time slots shorter than fifteen minutes display as a 30-minute block.

Changes to unavailable time slots are auto-synced and displayed on the Engage Scheduling Site. For information on viewing unavailable time as an HCP, see Viewing Unavailable Time Slots on the Engage Scheduling Site.

If CRM users create, edit, or delete unavailable time slots while an HCP is viewing the user’s calendar on the Engage Scheduling Site, the changes do not display until the HCP refreshes their browser page.

Editing Unavailable Time Slots

To edit unavailable time slots:

  1. Select the unavailable time slot to display a popover with details on the entry.

  2. Select the Edit button from the popover.

  3. Modify the All Day toggle, the start time, or the end time as desired.

  4. Select Save.

Deleting Unavailable Time Slots

To delete unavailable time slots:

  1. Select the unavailable time slot.
  2. Select the Delete button.
  3. Select Delete again to confirm the deletion.

Related Topics