The Axsy Scheduler supports Self-Scheduling. This is useful when an Inspector has multiple Appointments in a day but the timing of said Appointments are at the discretion of the Inspector (the start and end time of the Appointment is undefined)
Assign Appointments for Self-Scheduling
Assigning Appointments to be Self-Scheduled can be done by a dispatcher.
On the Scheduler UI, click the 'Self-Schedule List' button. Notice how only the User Resource(s) stay in the UI, this is because only a User Resource can Self-Schedule.
Figure 1 - Scheduler UI: 'Self-Schedule List' Button
Once in the Self-Schedule List, dispatchers can drag and drop Appointments onto the swim lane of the relevant User. When an Appointment is dropped onto a swim lane, the selfSchedulable boolean field on the Appointment will be set to true.
Figure 2 - 'Self-Schedule List' View
Figure 3 - Populated 'Self-Schedule List'
Self-Scheduling in Axsy Mobile
Once an Appointment has been assigned to the User, they are able to schedule the Appointment themselves in the Axsy Mobile App.
On the Calendar Tab, the user will need to press and hold on the an empty space in the Calendar. This will bring up the 'To Schedule' modal. From here, the User can select an individual Visit, and assign to it a Start Time and Duration (as well as an End Date if necessary). This will automatically populate into the Calendar.
This new Appointment will also appear in Scheduler on Salesforce Web after a refresh of the browser.
Figure 4 - Appointments 'To Schedule' Modal
Figure 5 - Self-Schedule Appointment
Figure 6 - Self-Scheduled Appointment in Calendar
Figure 7 - Self-Scheduled Appoint in Scheduler on Salesforce Web