Schedule Templates

During the approval process for a visit, a CSO Admin may select which schedule template they would like to use for that visit. This will set the start and end time for the visit, the number of slots available, the amount of time for each slot, and when breaks will be taken. Below are the steps for a CSO admin to set up a schedule template. Once each schedule template is built, a CSO Admin will have that option for Schedule Template when approving, adding, or editing a visit.


Article ID: 566
Created On: Dec 16, 2010 at 8:00 AM
Last Updated On: Aug 23, 2022 at 3:56 PM
Authored by: KB Admin

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