Manage resources effectively with colour coded calendars

2and7 have recently implemented a colour coded SharePoint calendar for the Imaging Unit with Leeds Teaching Hospitals NHS Trust to help them better manage access to their MRI machine.

The calendar uses a customised data entry screen to request additional, non standard information from the doctor or nurse wishing to book a slot on the device.  It then uses a standard approval process for contacting the technicians when a completed form has been submitted and they can either approve or reject the request or ask for more detailed information.

If approved, the calendar entry becomes green, amber for pending and red for rejected – an email is also sent to the user creating the request.  This then provides a quick visual check for anyone wanting to book a slot in a hurry.

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2and7 now implementing SharePoint 2010

2and7 have recently been working with a large NHS Trust to deliver clinical data collection systems based around Microsoft SharePoint Foundation 2010 and Microsoft InfoPath 2007.  This part of a re-worked clinic procedure which will eventually see doctors, nurses and patients entering data electronically from within clinic.

The system is due to extend to storing imaging data with the ability to anonymise clinical DICOM images for research use.

More information coming shortly …

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Duplicate Appointment Workflow Video

We’re received a great deal of positive feedback regarding our workflow for identifying duplicate workflows, but quite a few message from novice SharePoint users who are unsure how to begin to define the workflow.

We’ve therefore created a quick flash video in Adobe Captivate to show you how it’s done.  Please ignore the typing mistakes and unnecessary clicks, but we’re responding to customer requests and will refine the video in the coming days.

 Duplicate Workflow Video

Please note this video is a 6MB flash movie and we’ll be switching this to a streaming service a.s.a.p.

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Enable Appointment Approvals

Before you can use our revised workflow for managing duplicate and overlapping appointments, you first need to enable version control on the calendar in question.  This will then allow us to automatically approve appointments, but change the status of troublesome appointments to pending.

This makes the appointment to remain visible to only the administrators and the appointment creator, allowing the creator to amend the appointment to find a vacant slot.

A short video showing how to do this is available from the link below.

WSS Calendar Versioning

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Delete an appointment from a sequence

We recently had a support call from a customer who had set up a recurring appointment within their Microsoft Office SharePoint Server 2007 calendar to book a particular resource.  On one occasion, however, this appointment clashed with a public holiday and hence the customer wanted to remove one appointment without having to stop and then restart the sequence after the holiday.

 

There are two ways in which this can be done.  The first, using the features built into SharePoint to select an appointment and then delete the item.

This removes the individual appointment without affecting the sequence.

We reminded the customer that Microsoft Office Outlook 2007 allows the customer to select an appointment and to amend either that particular appointment or the entire sequence, should the appointment be part of a series.  The customer followed the instructions on our web site to connect SharePoint to their Outlook calendar and was successfully able to edit the sequence to remove one particular appointment.

Once inside Microsoft Office Outlook, double click the item you want to remove and choose “Edit Occurence” to leave the remaining appointments intact.  Then delete the item using the black cross.

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