Navigate to [login.myocchealthrecord.com](http://login.myocchealthrecord.com)

Click on the Admin Centre module from the side menu, and click on the "Schedules" tab

On the "Schedules" tab, click "New Schedule".

Select the org unit you would like this schedule to apply to.

Tip! You can add, edit and archive org units also within the Admin Centre module, from the "Org Units" tab.

Enter a title, and the module related to this schedule for your schedule. This schedule is being completed in house. If it was being completed external, then you would select external provider. If you would like the schedule to repeat as a series, slide the Recurring switch to Yes. If the schedule is a one-off day or date range, you can keep the switch at "No".

Alert! Please note this setting cannot be edited after a schedule is created.

Tip! In-house provider will be auto-selected as the default option. 

Click on the dropdown to select the appointment duration for this schedule.

Next, select the Roles that can complete this schedule. You can select multiple roles to give yourself more flexibility.

Adding concurrent timeslots will allow you to book multiple bookings for each timeslot.

Alert! Note: The roles assigned to the schedule must match the roles assigned to your assessment/workflow.

Next, enter in the details for your schedule. These will appear on the employee booking system and in appointment confirmation emails. Select the site linked to this schedule, if you cannot find the correct site you may need to add a new site. Click on the button to add.

Lastly, you must enter room information for the appointment and select the assessments that can be booked into this schedule. You can select one or many assessments per schedule.

If you require a booking link to be generated for employees, ensure the switch is assigned to "Yes". 

Alert! This setting cannot be edited after a schedule is created so please ensure the employee booking toggle is set correctly when you create a schedule.

Finally,  please select the start and end date and time for your schedule. 

Please note, at this stage, this cannot be edited after a schedule is completed so please confirm details before completing. 

If setting a recurring schedule, click on the dropdown to select the frequency at which the schedule should be repeated.

Click "Assign" to complete the process.

Myocchealthrecord

This guide is essential for anyone looking to effectively manage in-house wellbeing activities by creating a new schedule tailored to their organisation needs. It provides a step-by-step approach, ensuring users can navigate through the Admin Centre to set up schedules, assign roles, and manage appointment details with ease. the guide helps prevent common mistakes and guarantees that all necessary settings are correctly configured before finalising the schedule.

Wellbeing Activities - How to Create a New In-House Schedule