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Schedule Management

Schedule Management Overview

Schedule Management OverviewOnce you open Schedule Management (which you'll find under the "Schedule & Staff Management" section of the Welcome menu), you'll see an overview of all schedules on your system. Within WCONLINE, the calendar on which staff and resources appear (and the "thing" that clients view to see your availability and to make appointments) is your schedule. Typically, a center administrator will work through the options in this control panel when creating a new schedule for a new scheduling period.  As with all control panels, be sure to hover over the blue question marks within the control panel in order to find suggestions and more information about each configuration option.

At the top of the overview are links that allow you to access other areas of Schedule Management:

Also near the top of the overview is a SCHEDULE SEARCH. If you enter part of a schedule's title (as set via the SCHEDULE TITLE field when creating or editing the schedule) and select the "search" button, WCONLINE will show just the schedules whose title contains the specified search string. You can enter just a partial name, such as "Fall" to see all schedules with a title that includes "Fall" (such as "Fall 2019," "Fall 2020," and "Fall 2021"). Selecting the "reset" button will return to the standard, default overview display.

Search for a Schedule PromptThe rest of the overview is made up of individual listings for each schedule.  Schedules are displayed in alphabetical order; however, schedules that have an AVAILABILITY of "Hidden/Archived" appear at the end of the list (and are shown with a red border). The display shows the schedule's name in a larger, bold font followed by schedule-specific information:

Schedule Overview Sample


OPEN: This shows the schedule's starting and ending times as well as the days on which the schedule is open.  If SLOT SCHEDULING ONLY is set to "Yes" within the schedule's options, then this will show the number of daily slots available instead of the schedule's starting and ending times.


VIEW: This shows the number of appointments, client report forms, and orphan appointments (or appointments for which a client report form hasn't been entered) across the entire schedule. Selecting one of the labels (such as "Appts: 991" within the above image) will take you to the Master Listings Report with the selected item displayed. If a schedule doesn't have any appointments, client report forms, or orphan appointments, then the associated VIEW option will not be displayed.  Selecting the "schedule" link (that appears as the first option) will take you to the schedule display for the selected schedule.


DATES: If the schedule's AVAILABLE DATES have been defined within the schedule's options, then this will show the schedule's starting and/or ending date.


DEFAULT / MAKE DEFAULT: The default schedule, designated by the word 'DEFAULT' appearing in green, is the first schedule displayed at the top of lists of schedules. To make a new schedule the default schedule, select 'MAKE DEFAULT' beside the schedule in question.

You do have to have a default schedule and the default schedule cannot be deleted or have its AVAILABILITY set to "Hidden/Archived." If you're setting up a new schedule, you'll typically make that new schedule the default once you're ready for clients to begin using that schedule.  If you want all of your schedules to appear in alphabetical order (rather than having the default schedule appear first), simply make the schedule that appears first alphabetically the default schedule.


EDIT: Selecting this link will take you to the "Edit an Existing Schedule" page where you can make changes to the schedule's existing settings.


DUPLICATE: Typically used when creating a new schedule for a new scheduling period, this tool lets you duplicate an old schedule (so that your new schedule can use the same settings as your old schedule without you having to set up those settings manually).  

Once you select "DUPLICATE," WCONLINE will prompt you to name your new schedule and confirm the duplication.  Once confirmed, WCONLINE will create and title your new schedule while using the settings that you set in your old schedule.  When duplicating a schedule, only the schedule and its associated settings are duplicated. No appointments, client report forms, or other data are included in the process.  


DELETE: Selecting this link will cause the system to ask you to confirm that you wish to delete the specified schedule. Be sure to read the confirmation screen carefully. If you confirm, then the schedule, its resources, and all appointment data attached to the schedule will be permanently deleted.

 

At the bottom of the schedule overview, you'll also find two options that define how the overview itself is displayed:


PER PAGE: By default, the system shows five schedules per page. If you would like to see ten or twenty-five schedules per page, select the applicable number and the display will automatically update.


PAGE: If you have more schedules than what can be displayed on a single page, selecting a number after this option will show you additional schedules.


Schedule Management

SECTION 1: Schedule Management Overview

SECTION 2: Add or Edit: Introductory Settings

SECTION 3: Add or Edit: Schedule Options

SECTION 4: Add or Edit: Client Scheduling Limits

SECTION 5: Add or Edit: Schedule-Related Emails

SECTION 6: Add or Edit: Non-Standard (A/B) Schedules

SECTION 7: Holiday and Closure Management

SECTION 8: FAQ (Email Delivery, Blank Schedules, Setup, and More)

WCONLINE Product Manual

The product manual is available completely online. Choose a chapter from the list below or use the search tool to perform a keyword search.

CH 1: Welcome

GENERAL INFORMATION

CH 2: Data Collection & Forms

CH 3: Access, Access Levels, and the Schedule

CH 4: Synchronous Online Meetings

WELCOME MENU/CONTROL PANELS

CH 5: Update Profile & Email Options

CH 6: Client & Record Management

CH 7: Schedule Management

CH 8: Staff and Resource Management

CH 9: Starting Availability Management

CH 10: Blackout Times Management

CH 11: Announcement Management

CH 12: Mass Email Tool

CH 13: System Data Export

CH 14: Report: System Statistics

CH 15: Report: Master Listings

CH 16: Report: System Utilization

CH 17: Global System Settings

CH 18: Form Setup: System Forms

CH 19: Module Setup: Early Alerts & Flags

CH 20: Module Setup: Survey

CH 21: Module Setup: Time Clock

FAQs

CH 22: Frequently Asked Questions

This manual applies to the current version of WCONLINE® and is constantly updated as new features are released.