Determine who can work on the appointment booking task for a procedure

Add users who can work on the appointment booking task for a procedure to the Procedure scheduler assignment group.

Important:

Starting with the Yokohama release, Pre-Visit Management is being prepared for future deprecation. It will be hidden and no longer activated on new instances but will continue to be supported.

For details, see the Deprecation Process [KB0867184] article in the Now Support knowledge base.

Before you begin

Role required: user_admin or admin

Procedure

1. Navigate to All > User Administration > Groups.
2. In the Name column of the Groups list, search for Procedure scheduler.
3. Click Procedure scheduler from the Name column.
4. In the Group Members related list, click Edit.
5. On the Edit Members form, move the users who would schedule a procedure from the available users in the Collection column to the Group Members List column.
6. Click Save.