Map category and reasons to a location

Use the Unified Taxonomy for Employee Center to create appointment categories to group appointment reasons and map them to location queues.

Antes de Iniciar

Ensure that you have created the following records:

• Unified Taxonomy topic for Employee Center. For more information about Unified Taxonomy, see Unified Taxonomy for Employee Center.
• Walk-up location queue record that you want to map the reasons to. For more information about creating a walk-up location queue, see Create or modify Walk-up Experience locations.
• Appointment reasons that you want to link to the location queue. For more information about creating reasons, see Create an appointment reason.
• Location consent (communication configuration) record that you want to link to the walk-up location queue. For more information about configuring location consent (communication configuration), see Configure appointment communication.

Role required: sn_hr_core.walkup_admin, sn_walkup.walkup_manager

Procedimento

1. Navigate to All > Walk-up Experience > Administration > Walk-up Locations.
2. On the Walk-up Location Queues list, select the record that you want to add the category to.
   Nota:

   To display the Topic and Location consent fields, change the view to Appointment Booking.
   
   
3. In the Topic field, select the taxonomy topic that you want to set as the category.
   Nota:

   As an admin, you can disable the category field on the schedule appointment page by using the instance options.
4. In the Location consent field, select the location consent record that you want to set for the location.
5. Save the record.
   Nota:

   The category and reasons are displayed in the application that is selected for the walk-up location record.
   The taxonomy topic and location consent are linked to the walk-up location. The topic is displayed as a category when a user wants to book an appointment.
6. On the Reasons for Visit related list, select New.
   The Walk-up Reason form opens. The Location Queue field is automatically set to the record that you navigated from.
7. In the Reason field, select the appointment reason that you want to link to the location queue.
   You can fill in the remaining fields based on your preference.
8. Save the record.
   The reason record is created and linked to the walk-up location.