Appointments & queues

Create a schedule template

Create a resource schedule with a validity period, weekly sessions, slot settings and visibility.

Current source · source reviewed · 3 min read

Before you begin

The facility is created in MANSOQ.
The resource is available in the facility. The resource is a practitioner, a location, or a healthcare service.
You have the permissions listed below.

1. Open the schedule of the resource

Open the facility. Go to the scheduling section and select the resource that you want to schedule.

2. Start a new template

Select the option to add a schedule template. MANSOQ opens the Schedule Template panel.

3. Name the template

Enter the Template Name. The placeholder shows an example, "Regular OP Day".

4. Set the validity period

Enter Valid From and Valid Till.

The Valid From date must not be in the past. The Valid From date must not be later than the Valid Till date.

5. Select the days of the week

Select the days that the template applies to. You select at least one day.

6. Add a session

Complete these fields for the session:

Field	What to enter
Session Title	The name of the session, for example "IP Rounds".
Slot type	Appointment Slot, Open, or Closed.
Start time	The time that the session starts.
End time	The time that the session ends.
Reason	Free text that explains the session. This is optional.

For an appointment slot, also complete these fields:

Field	What to enter
Slot size in minutes	The length of one slot.
Tokens per slot	The number of patients that MANSOQ books into one slot.

The start time must be earlier than the end time. For an appointment slot, the length of the session must be a multiple of the slot size in minutes.

To add more sessions, select Add another session. Sessions must not overlap.

7. Set the visibility

Set whether the schedule is public. Patients can see a public schedule and book against it. A private schedule shows the message "This schedule is private".

8. Save the template

Save the template. MANSOQ shows the message "Schedule template created successfully".

Permissions

Permission	Access
Can Create on Schedule	Lets you create a schedule template.
Can list schedule on Object	Lets you see the schedules of the resource.

Expected Outcome

The template appears in the list of schedule templates for the resource.
MANSOQ creates bookable slots from the sessions in the template.

Version and facility configuration

This procedure is grounded in the repository’s version 3.1 user guide and the audited source revision. Available encounter types, required demographics, terminology, permissions and enabled services depend on your facility configuration. Use the labels and access controls on your own instance; the source references below identify the documented implementation.

Source evidence

References are pinned to the private MANSOQ source repository. Repository access is required to open these links.