- Make Edits to the form | Field Configuration tab*
- Manage privacy settings | Field Privacy tab*
- Add accounts to the form | Policy Members tab
- Preview the Form | Form Preview tab
*The default Standard Appointment Form is not able to be edited in any way. However, you are able to assign accounts to it and set it as your default for new accounts.
Here is a 7-minute video walking through the different ways you can customize appointment forms, as well as how to add accounts as policy members, with written instructions below:
Sections of the Appointment Form Policy Viewer:
Field Configuration Tab
With a custom appointment form, you are able to make many changes:
- Removing optional standard fields
- Make optional standard fields required.
- Add custom fields created previously and make them required if necessary.
- Change where and to whom these fields are shown.
- Change who can manage the content of the fields.
Fields that are required in all appointment policies are marked by a small lock icon next to the field "type," while optional fields are not:
To add a field, click Add Field To Form in the top left corner of the screen.
This will generate a pop-up where you will have the ability to add a new field and select the settings for it:
To modify settings for an existing field, click on it from the list of fields. To delete a field, click Remove Field Configuration. Note: if you do not see this button, it is because the field is required and cannot be removed.
Field Privacy Tab
The Field Privacy tab allows you to dictate when in an appointment lifecycle interpreters are able to see specific information about an appointment. This is also where you dictate what information is included in notification emails sent to interpreters. Note: information access for Requestors and LSC Admin will be dictated by their level of access outside of these settings.
To change the privacy settings for a field, click on the field. Here you will see the option to include the field in interpreter-facing emails. Below that is a multi-select entry box where you can choose different appointment statuses. When an appointment is in these statuses, Interpreters will not be able to view the content of that field:
In the screenshot above, the 'Consumer Employer' field will not be included in emails, but the confirmed interpreter will have access to this information after they are confirmed, as the appointment will be in the scheduled status.
Policy Members Tab
Once a new policy is created, you need to add Accounts in order for it to go into effect. Click the green Add Accounts button and select the accounts you wish to move to this appointment policy. To add all accounts, select the checkbox for All. Click the blue Add Chosen button to confirm.
If the account is already a member of another policy, you will get a second confirmation box to make sure you want to move the account. Click Yes if you are sure:
Form Preview Tab
On this tab, you can see a preview of what your form will look and behave like when viewed by an LSC Admin or Requestor.
You can change the order of the fields by clicking reorder in the top right corner of the screen from any tab:
The Edit button in the top right corner allows you to change the name or description of the appointment form policy itself.