Version
3.1.1
Release Date
February 2017
Release Note Contents
Default Availability/Temp Adjustments/Standard Alternates
Resource Restrictions/Annotations
Overview
The HCCRC Scheduler is a web-based tool that allows investigators, study staff, and CRC staff to schedule research subjects for study visits and manage CRC resources.
Minimum System Requirements
Chrome, Firefox, Microsoft Internet Explorer 10 (or higher)
Application Reskin
The scheduler application is updated with a new look and feel. The reskin not only gives the application a more consistent visual style, but also streamlines and standardizes many front end functionalities.
Resource Management
In order to promote self-service, resource management functionalities are implemented in this release. The following is a summary of the resource management functionality.
· Under the Resources tab, the resource table is marked with the status for each resource (Active vs Inactive). A user can toggle between views of seeing active resources only, inactive resources only, or both active and inactive resources.
· A Bulk Activate button is added to allow CRC admin users to activate multiple inactive resources at a time.
· CRC admins will have the ability to create a new resource by clicking on the Create New Resource button.
· A new resource can be created using the existing resource types and sub locations and referencing existing resource names. Note that the sub location will be automatically appended at the end of the resource name. A resource can be created as an active resource or inactive resource. Active resources are available for template building and scheduling. Inactive resources are to be activated first before becoming available for template building and scheduling.
Default Availability/Temp Adjustments/Standard Alternates
The default availability, temp adjustments and standard alternates sections are consolidated to be on one page in order to allow more streamlined resource management.
Default Availability
- All current default availability functionality is retained. Additionally, the ability for inline addition of new default availability and inline edit/delete are provided.
Temporary Adjustments
- The temp adjustment section is redesigned to allow users the ability to:
- Add recurring day of week temp adjustments over a period of time.
- Add temp adjustments that span overnight.
- Inline edit and delete an existing temp adjustment
Standard Alternates
- All current standard alternates functionality is retained. Additionally, the ability for inline addition of new standard alternates and inline deletion of existing standard alternates are provided.
Resource Restrictions/Annotations
Resource Restrictions
· Gender restrictions can be added to any Room type resource.
Annotations
· The list of all annotations is provided in a categorical format. Annotations can be selected to be associated with a resource.
· Note that once annotation is added, it cannot be removed.
Standard Reports
· Hold visits will be represented in the following two standard reports:
o Daily Overview Report
o Daily Resource Usage Report
Known Issues
- Support Tab: Due to Zen Desk’s discontinuation of their Feedback Form, which is used by our Support Tab, the Support Tab in Scheduler is not working. The team is working with Zen Desk for a resolution. In the meantime, support tickets can be submitted by emailing: support@harvardcatalyst.zendesk.com
- It is a known behavior that once an annotation under one category is selected, the same annotation will be highlighted in the interface as well. For example, if Comment is chosen under Nutrition, Comment under Lab and Room will be highlighted as well, as it is the same annotation.