Admin 201 Flashcards
A ____ is a standard list of values for a specific item.
Category List
To find out the master file INI and item # of a category list, hold down____ and click the field.
CTRL
Patterns are generic and are best used for which type of schedules
Regular, repetitive(resource)
build recurring unavailable time
also use an indefinite end date
Where are templates built and used for what kind of schedule
Edit Template-built manually for one provider
Once created, patterns are applied to provider schedules using the ___ ____ activity
Provider Pattern
WHICH ACTIVITY IS USED TO CREATE A NEW PATTERN AND MAKE CHANGES TO AN EXISTING PATTERN
Edit Pattern
When creating a pattern, you first must enter the number of the week of the pattern that you are creating. Provider has the same schedule every week. How many weeks do you build in the pattern
week 1
A ONCE MONTHLY EXCEPTION TO A PROVIDER’S WEEKLY PATTERN (E.G.PROVIDER WORKS A DIFFERENT SCHEDULE ON THE LAST SATURDAY OF THE MONTH)
Single Day Pattern
why are single day patterns helpful
useful because you cannot predict the date of this exception every month.
IS WHERE YOU CREATE THE TEMPLATE FROM A PATTERN FOR A SPECIFIC PROVIDER IN A SPECIFIC DEPARTMENT FOR A SPECIFIED DATE RANGE.
Provider Pattern
what can be done in a Provider Pattern
powerful tool that allows you to apply patterns directly to the provider template for specific date ranges and set up automatic template extension according to the patterns you apply. You must have Template Edit security to access this activity
shows all the pattern date ranges currently defined for this provider
Date Range list section
What is the Brick Wall
The To Date in the Date Range fields. Last possible date to schedule for the provider. How far into the future you want to build the provider schedule
Where do you assign the weekly pattern that you build
Base Weekly Pattern
What do you click to begin attaching a template to the pattern to create a schedule
Apply Template
Where do you set the Release Date-indicate how much of the schedule you want to release to your schedulers
Defaults button.
the release date of the schedule and whether the provider uses overbooks
Template Release Date and Defaults window
enter the last date available for scheduling.
Release date field
Where do you set a default date range and set up automatic template extension
Provider Pattern activity - Set Default button
By setting _______ you are instructing the system to build more schedule when the
current template nears its end. This setting is separate from the ___________ that
determines how far in the future schedulers can make appointments.
Auto extension, Release Date Offset
Why use a pattern to give a resource a schedule
CAN HAVE RECURRING UNAVAILABLE TIME IN A PATTERN, WHICH YOU CANNOT HAVE WITH AN INDEFINITE END DATE IN EDIT TEMPLATE . CAN USE THE SAME PATTERN TO GIVE SCHEDULES TO MULTIPLE RESOURCES WHOSE SCHEDULES ARE INDENTICAL
pattern to be her default schedule and would like it to automatically extend
Set Default
Use this date range as the default check box
Copy when provider has less than … of future template
Copy … at a time
Set Default>Copy … at a time
enter a number in the first field and a unit of time in the second field to set up the length of the template extension
Use Edit Template to create a schedule if…
- The provider has an inconsistent schedule or one that changes frequently
- provider’s schedule is unique and can’t be shared
- Templates do not auto-extend
- must edit the template to make changes