Print Friendly

A doctor is leaving and will be replaced by a new doctor? This tutorial shows you the steps to take.

Solution

1. Select the schedule of the resource who is leaving
Go to > Setup > Center > Resources > Schedule
2. Enter the leaving date in the “until” field of the resource schedule
Set the leaving date in the resource schedule

Set the leaving date in the resource schedule

3. Add a new resource
Go to > Setup > Center > Resources > Add
4. Configure the services for your resource
5. Enter the start date in the “From” field of resource schedule
The "From" field of the resource schedule

The “From” field of the resource schedule

Check your work

Go to > Agenda > Change Date > Go

Navigate to the switch over date and check that the replacement has been carried out.

Watch the video

Tagged: