GLG: Saving an Appointment as a Pattern for Intelligent Scheduling

While creating an appointment with the preferred time slot, a partner can save it as the preferred candidate for similar future appointments.

Prerequisites

  • The Activate Intelligent Scheduling flag must be enabled under the Basic Policies tab of Organization-level policies.

  • The Enable Appointment Request flag must be enabled under the Basic Policies tab of Site-level policies.

Complete the following steps to save an appointment request as a pattern:

  1. L og in to the ONE system.

  2. Navigate to the Live Pickup Appointment, Live Delivery Appointment, or Drop Delivery Appointment screens. In the NEO UI, users can click on the Menus/Favs icon on the left sidebar and type in the name of the screen in the menu search bar. For more information, see "Using the Menu Search Bar."
    The appropriate screen displays.

  3. Click the Create Appointment Request button.
    The Create Appointment Request screen appears.

    images/download/attachments/131839626/image2020-8-18_12-44-51-version-1-modificationdate-1649199466000-api-v2.png

  4. Enter the request details in the top of the screen. For more information, please see the "Create Appointment Requests" section.

  5. Click the checkbox for the Save as Pattern field.

  6. Enter a name in the Pattern Name field

  7. Select the recurrence from the Recurrence Type dropdown menu.

  8. Use the calendar tool to select an end date for the pattern in the Repeat Until field.

  9. Click the checkbox that is appropriate for the Match Shipment field.

  10. Click the Create button.
    The appointment will now appear at the top of the list of system-suggested reservation candidates for all similar appointments in the future.