Appointment booking components
Summarize
Summary of Appointment Booking Components
The Appointment Booking feature in ServiceNow's Field Service Management plugin allows users to manage and configure appointment bookings efficiently. Activated automatically with the Field Service Management plugin, it provides essential functionalities for creating and managing appointments across services.
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Key Features
- Appointment Booking Menu: Accessible in the application navigator, it includes modules for configuration and management.
- Roles: Three roles are defined:
- Appointment booking admin: Responsible for creating service configurations.
- Appointment booking manager: Manages appointment records.
- Appointment booking user: Books, reschedules, and cancels appointments.
- Properties: Several system properties are included to manage appointment limits, display options, and logging settings, such as maximum daily appointments and fetching availability slots.
- Tables: New tables are added for storing configurations and appointment records, including Service Configuration and Appointment Bookings tables.
Key Outcomes
By utilizing the Appointment Booking feature, ServiceNow customers can streamline their appointment management process, set specific limits on user bookings, and maintain effective oversight of service appointments. This results in improved resource allocation, reduced scheduling conflicts, and enhanced customer satisfaction through better service delivery.
The roles, properties, and tables for the appointment booking feature.
The Appointment Booking plugin (com.snc.appointment_booking) is activated automatically when you activate the Field Service Management plugin.
This plugin activates the Appointment Booking Demo Data (com.snc.appointment_booking_demo) plugin which provides the demo data.
- Appointment Booking Configuration: Use this module to create an appointment booking configuration for an application and then configurations for each service within that application.
- Appointment Bookings: Use this module to view a list of appointments that have been booked for services. This list includes the work orders associated with each appointment.
Roles
| Role | Description |
|---|---|
| Appointment booking
admin [sn_apptmnt_booking.appointment_booking_admin] |
Creates appointment booking configurations for services within an application. |
| Appointment booking
manager [sn_apptmnt_booking.appointment_booking_manager] |
Creates and updates appointment booking records. |
| Appointment booking
user [sn_apptmnt_booking.appointment_booking_user] |
Books appointments for services from the Customer or Consumer Service Portal. This user can also reschedule or cancel appointments and view appointment details. |
Properties
| Property | Description |
|---|---|
| sn_apptmnt_booking.user_max_new_appointments_daily | The maximum number of appointments that a user can create daily. The upper
limit is 100 appointments per day.
|
| sn_apptmnt_booking.max_appointments_returned | The maximum number of appointment availability windows displayed in the
Select Appointment window.
|
| sn_apptmnt_booking.return_unavailable_slots | Disabling this property enables you to display only available slots in the
appointment window for appointment booking.
|
| sn_apptmnt_booking.DisableLockingOnBRLevel | Allows you to specify tables where locking is managed differently to prevent double bookings when booking appointments. Enter a list of these tables, separated by commas, to disable lock validation at the
business rule level.
|
| sn_apptmnt_booking.DisableMaxApptLimitForUsersList | Stores a list of users (sys_ids) who are allowed an unlimited number of appointments per day.
|
| sn_apptmnt_booking.fetch_next_available_slot | Toggle the flag to enable or disable fetching the next available slot on opening the new Appointment Booking modal.
|
| sn_apptmnt_booking.logging.verbosity | Control users logging for Appointment Booking.
|
| sn_apptmnt_booking.SingleConcurrentLockAppointmentConfigs | List of tables where Appointment Booking only allows one lock per time slot. Multiple concurrent locks are not supported for these tables.
|
| sn_apptmnt_booking.use_read_replica_from_ui | Creates a read replica of the Appointment Bookings (sn_apptmnt_booking_appointment_booking) table when triggered from the UI.
|
| sn_apptmnt_booking.use_task_activity_catalog | Enables the use of the column activity_catalog created on task_activity for querying (filters the task activities for a work order task based on appointments). ServiceNow recommends not to modify the value of
the property as it affects performance of Appointment Booking.
|
Tables
| Table | Description |
|---|---|
| Appointment Booking Service
Configuration [sn_apptmnt_booking_service_config] |
Stores service configuration records for appointment booking. |
| Appointment Booking Configuration [sn_apptmnt_booking_config] |
Stores application configurations records for appointment booking. |
| Appointment Bookings [sn_apptmnt_booking_appointment_booking] |
Stores records for all appointments, including booked, rescheduled, and canceled appointments. |