Step 4 - Availability Validation

Navigate: ClosedCase Management > Calendars > Scheduling Wizard

Description

The Step 4 - Availability Validation screen is a visual representation of results rendered by the scheduling engine as matches with predefined Availability and provides a validation summary of counts based on validation results being available.

  • Total Sets Pass – Total number of sets passing validation.

  • Total Hearing Count – Total number of hearings.

  • Total Hearing Values – Total noticed value amount for all PINs included within the hearings/sets.

  • Total Estimated Duration – Total amount of time (in hours and minutes) estimated for the hearings/sets passed.

NOTE: At this point, there is no indication of what the availability match is, only that there is a match. The time considered for the availability is locked at this step until the scheduling process is cancelled, or tentative scheduling is complete.

Steps

  1. In the Selection Results screen, select one or more cases.

    2. Optionally, click the arrow to the right of the checkbox to see related Hearing Information (read-only).

    NOTE: The Account column displays either the PIN or AIN, depending on your application setting for RPA and PPA. Multiple accounts may represent a single row from grouping, as indicated by an asterisk after the account number.

  1. Click Next to continue to Step 5 - View Tentative Schedule.

    • Click Previous to return to the previous screen.

    • Click Close to end the task.

Tips

Availability may include multiple types of resource availability. The Scheduling Wizard provides the ability to identify a meeting Organizer and meeting Participants. Only one resource is established as the meeting Organizer, with other resources established as meeting Participants. The availability to all resources involved in a schedule are blocked from further scheduling considerations.  The set scheduled will appear as an appointment against the meeting organizer (see Step 5 - View Tentative Schedule), providing a listing of all meeting Participants in the hover-over detail.

Block Scheduling only:

  • When a Location has a partially filled schedule based on availability that meets selected criteria, it is filled to capacity before empty Locations are considered.

  • When multiple locations are specified in Step 1, Aumentum builds the schedule by filling the first room on the first day, then filling the second room on the first day , and so on.  

  • Appraiser availability is not considered when the Appraiser checkbox in Step 1 is unchecked. When a case has an assigned Appraiser, the hearing is created regardless of availability established for that Appraiser.