Create and Update Appointments

In the "Day View", click the "add" button next to the starting time for which you'd like to create a new appointment.

In the dialog box that appears, check the "Reserved Appointment Times" section to verify the instrument, date, and duration of the appointment you would like to schedule.

All times entered into the instrument scheduler are in the 24-hour format.

Next, enter the name of the person who will be billed. This should be the person who is financially responsible for the project being conducted, typically a Principal Investigator or University faculty member. While research associates, postdoctoral researchers, and students may request services from core facilities, the financially responsible person will typically be the person who is listed as principal investigator on the grant being debited for the work.

Enter a few letters of their last name into the "Bill To" field, then click the name of the person to select them. Once selected, their name will appear in the grey box next to the "Bill To" field.

If the contact person for the appointment should be different from the person who is being billed, enter their name into the "contact" field. This field works the same as the "bill to" field. This is generally the person who will be responsible for the samples. Generally, administrative assistants or departmental administrators should not be entered as the contact. Entering contact information will add that person to any automated notices that are associated with the appointment.

If the contact field is left blank, the the individual scheduling the appointment will be entered as the contact person.

This field works the same as the "bill to" field. Enter a few letters of their last name into the "contact" field, then click the name of the person to select them. Once selected, their name will appear in the grey box next to the "contact" field.

Enter any other contact information, like alternate numbers or good times to call, in the "contact info" field.

Information can be entered into the project fields to tie charges to a specific project. An internal ID may be included in the project ID field and the IRB/IACUCC protocol may be selected.

If the sample being submitted for analysis is biohazardous, mark the "yes" option.

In the machine operator dropdown, select the individual who will be performing the service or analysis. This may be a core facility staff member or a lab staff member who has received training from the core facility. If you're unsure who to select as the machine operator, contact the core facility.

The service type dropdown will list the available services that can be provided by the selected operator on the machine or instrument being scheduled. Select whichever one needs to be performed.

7

Once the bill to, machine operator, and service type fields have been entered, the application will calculate and display the estimated charges for this appointment.

Appointments made in the online scheduler must include a payment method in the form of a cost object.