Scheduling Wizard

Navigate: Case Management > Calendars > Scheduling Wizard

The Scheduling Wizard is a multi-step process used to automate scheduling of hearings.

• Step 1 - Session/Case Type

• Step 2 - Review Selection Results

• Step 3 - Date Criteria

• Step 4 - Availability Validation

• Step 5 - View Tentative Schedule

• Step 6 - Finish

The process begins by allowing you to define criteria pertinent to the type of scheduling session needed based on session type, case type, agency, appraiser, hearing and account elements. The queried results allow a comparison of skills by availability for resources, appraisers, and agencies. The end result allows you to view results of the scheduling attempt prior to saving it as a tentative schedule to a calendar date. Completion of the wizard will establish the scheduled dates to the Hearing Schedule Calendar providing the ability to manipulate and clear hearings prior to hard schedule using a ‘Save as Finalized’ control.

Block Scheduling

NOTE: Block Scheduling may not apply to your jurisdiction.

Block scheduling is a method that identifies the number of hearings that can be scheduled in a standard work day for block method type of scheduling. This method may not apply to your jurisdiction.

• View suggested date/times in the Manual Scheduling tool that coincides with availability definitions established by the Clerk of the Board (California).

• Mass schedule hearings using suggested dates/times via the Scheduling Wizard.

Security Settings

Page level security is available for the Scheduling Wizard.

1. Click Configuration > Security and User Maintenance > Roles.
2. On the Maintain a Role screen, locate the role for which you want to grant permissions and click Edit.
3. On the Edit Role Details screen, click the plus sign to expand Case Management in the Granted Menu Items panel.

NOTE: If Case Management is not already in the Granted Menu Items panel, select it in the Available Menu Items panel and click Add Selected, then click Save in the Command Item bar.

4. Click to expand Calendars, then click to expand Scheduling Wizard, then click Details.
5. On the Edit Additional Role Details screen, click on an item in the Details panel and select the appropriate checkboxes in the Rights panel, then click Set Rights.
6. Click Save in the Command item bar.

Edit Checks

Administrators have the ability to restrict specific data elements within scheduling wizard from being changed in order to prevent keying errors.

See Edit Check Configuration for more information.

NOTE: On the Edit Checks screen, select Case Management from the Filter by Module drop-down list.