Working with events across locations

When you are scheduling or editing an event, if the multi-location view of the schedule is active, there are some differences compared to when the multi-location view is not active.

On the Event Information panel that appears when you are creating a new event or when you have selected an existing event's tile, the following options are new or function differently from when the multi-location view is not active:

• Location - This list includes only the locations that are assigned to the operatory group that is selected for the multi-location view and, of those locations, only the ones that you have been granted the "Review Schedule" security right for.

  If you are creating an event, the default selection is determined as follows:

  • If you initiated the creation of the event by clicking (or tapping) a time slot on the schedule and then clicking (or tapping) Create Event on the Event Information panel, the corresponding location is selected by default.

  • If you initiated the creation of the event from the Action menu, the location that you are currently logged in to is selected by default.

  Note: If the location that you are currently logged in to is not selected, an orange warning icon appears , which you can click (or tap) to display a Location Warning pop-up message.

  

• Operatory - This list includes only the operatories that are assigned to selected location and that pertain to the operatory group that is selected for the multi-location view.

  If you are creating an event, the default selection is determined as follows:

  • If you initiated the creation of the event by clicking (or tapping) a time slot on the schedule and then clicking (or tapping) Create Event on the Event Information panel, the applicable operatory is selected by default.

  • If you initiated the creation of the event from the Action menu, an operatory is not selected by default, so Practice Event appears in the Operatory list.

• Provider - This list includes only the providers who work in the selected location.

Notes:

• You can create, edit, or delete an event only if you have been granted the "Manage Events" security right for the location that is associated with the event.

• You can move an event from one location to another, only if you have been granted the "Manage Events" security right for both the original location that is associated with the event and the new location that you want to associate with the event.

• The Audit Log tracks when an event is created, updated, or deleted in another location in the multi-location view.