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Editing and Adding Members to Appointment Form Policies

Once you create a custom appointment form policy there are many customization options to help you accommodate different account needs. You are able to:

  • Make Edits to the form | Field Configuration tab*
  • Manage privacy settings | Field Privacy tab*
  • Add accounts to the form | Policy Members tab
  • Preview the Form | Form Preview tab

*The default Standard Appointment Form is not able to be edited in any way. You are able to assign accounts to it and set it as your default for new accounts, however. 

 

Here is a 7 minute video walking through the different ways you can customize appointment forms as well as how to add accounts as policy members with written instructions below: 

Field Configuration Tab

With a custom appointment form you are able to make many changes. Note that required fields are marked by a small lock icon next to the field "type" while optional fields are not: 

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  • Removing optional standard fields
  • Make optional standard fields required. 
  • Add custom fields created previously and make them required if necessary.
  • Change where and to whom these fields are shown.
  • Change who can manage the content of the fields. 

To add a custom field, or a standard field previously removed, to a form click the Add Field To Form button in the top left corner of the screen. From here you will have the ability to select the settings for an individual field:

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If you ever want to change the selections made when adding the field, or modify an existing field click into it from the list of fields. Here you will have the added option, for optional fields, to remove the field configuration entirely: 

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Field Privacy Tab

This is where you can dictate when in an appointment lifecycle interpreters are able to see specific information about an appointment. This is also where you dictate what information is included in emails sent to interpreters. Please note that information for Requestors and LSC Admin will be dictated by their level of access outside of these settings. 

 

To change the settings for a field click into that individual field. Here you will see the option to include the field in interpreter-facing emails. Below that is a multi-select entry box where you can choose different appointment status. When an appointment is in these statuses Interpreters will not be able to view the content of that field: 

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For the screenshot above the consumer employer field will not be included in emails but the confirmed interpreter will be able to see this information when viewing the appointment since, once they are confirmed, as the appointment will be in the scheduled status. 

 

Policy Members Tab

Once a new policy is created and edited you need to add it to an account. Click the green Add Accounts button, select the accounts you wish to move to this appointment policy (or all by selecting the checkbox All) and click the blue Add Chosen button to confirm. 

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If the account is already a member of another policy you will get a second confirmation box to make sure you want to move the account. Click Yes if you are sure:

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Form Preview Tab

Here is where you can view a preview of what your form will look and behave like when viewed by an LSC Admin or Requestor.

 

Note that you can change the order of the fields by clicking reorder in the top right corner of the screen from any tab: 

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The Edit button in the top right corner next to reorder is where you click to change the name or description of the appointment form policy itself. 

 

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