Feature - EP-3779 Planning Meeting Booking changes -Setting for the earliest date a provider could book
- Lisa Clancy
This work has been loaded live Jun 20, 2023 with 5.10.0
Note that by default the new setting for this is off by default, so may not affect most customers.
Do also note that this work is not factoring in the working days work in https://covalenttech.atlassian.net/browse/EP-3780 that is also in this release.
Overview
We have added a new setting to the Availability Configuration screen, called Epa Date Booking Period this new field is the maximum number of calendar days allowed, before a provider can booking a planning meeting (relative to the EPA date).
If attempting to book earlier than this amount of days, the system will then block it.
Note :- This does not affect the available booking days (availability), it only validates if a user is allowed to attempt a booking.
In instances where the apprentices EPA date falls outside of this period, an alert will be shown on the Book Planning Meeting screen, detailing that there is a problem with the apprentices EPA Date.
An example configuration use case:
Apprentices EPA Date is 12th July 2023
The Epa Date Booking Period is set to 30 days.
The earliest that the provider could book for would be 12th June 2023
If the provider was trying to book this on May 23rd, which is 50 days in advance of the EPA Date of 12th July, they would be prevented and shown the message in the screenshot above.
Permissions
The setting applies to Provider users that have the following permissions set:-
Book Planning Meeting Pre Gateway Submission
or
Book Planning Meeting Post Gateway Submission
For all other users, the functionality of the Book Planning Meeting screen will not change.
The following may help as an indicator when testing this functionality