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. When the contact field is left blank, the system automatically adds the individual scheduling the appointment 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.