Navigate to <https://login.myocchealthrecord.com/>

Click on "Admin Centre" module from the side menu to start. Then click the "Schedules" tab

Alert! Be cautious of the org unit you are selecting here, as this will allow schedules to be visible to whichever org unit you select. Data breaches may be a possibility if careful consideration is not made at this step.

Type in the schedule title and select which module you want this schedule to be available to

Alert! You need to select an option has to "who will be completing this schedule. If the schedule is onsite select "In-House", if this schedule is being conducted offsite select "External Provider"

Tip! If this is a recurring schedule, click the below button to "yes"

Now select the appointment length that this schedule requires, along with selecting the number of concurrent timeslots

Select the role that will be conducting the assessment linked to this schedule

If this schedule is user specific, please select the user you wish to assign this schedule to. Click the the arrow below to select the user.

Alert! If you assign a schedule to specific users, only the users selected will be able to access these bookings.

Select the site this schedule is for, use the search field to locate the right site.

Alert! A site must be included in a schedule. Click the dropdown menu to view the current sites linked to your tenancy. If you need to create a new site, click the "Add new site" button. You will need to fill in the below fields

Lastly provide the room details related to this site, and any additional directions/location notes that will be helpful to anyone attending an appointment.

Along with selecting the assessment(s) associated with this schedule

Select the start date, start time and end time of the schedule.

Tip! If you would like employees to book their appointments, click "yes". This will allow you to send out a self booking link that employees can access

Enter in the date time occurrence for this schedule. 

f you have selected a recurring schedule, you will be asked to enter an "end date". You'll have the option to select how frequently the schedule is running

Tip! If you are editing a schedule and adjusting the start date, the end date will automatically remove. Please make sure you add the end date to your schedule 

Myocchealthrecord

This guide provides step-by-step instructions on how to create a new schedule for wellbeing activities. It covers everything from navigating to the administration portal to selecting the site, module, appointment length, and user assignment. It also includes tips and alerts to ensure a smooth process. By following this guide, users can easily create a schedule that meets their specific needs and preferences.

Admin Centre - How to Create a New Schedule