Block/Allow Appointment from a Submission.

Overview

Dataforce ASAP maintains a submission exclusion list. Appointments on this list do not appear in a submission file.

Adding an appointment to the exclusion list is done through the appointment action called block submission. Removing an appointment from the exclusion list is done through the appointment action called allow submission. The allow submission action is only visible if the appointment is on the exclusion list.

Block Submission Action

1. Navigate to the Appointment Actions.
2. Click the action, Block Submission.
3. Enter a comment about why this appointment is being added to the exclusion list.
4. Select the Confirm button on the bottom right of the screen.

Allow Submission Action

1. Navigate to the Appointment Actions.
2. Click the action, Allow Submission.
3. Enter a comment about why this appointment is being removed from the exclusion list.
4. Select the Confirm button on the bottom right of the screen.

Where to Next?