CTL Confirm-IT2 - Manual (Page 9)

Getting Started
Confirm-IT2 User Guide
5
Using Confirm-IT2 (Import Modes)
The amount of involvement in the daily operation of Confirm-IT2 will depend on the
Mode of operation that was selected from the File/ Import Appointment Manager menu
during the software setup.
Most likely, Auto Mode was selected during the installation and the initial Import
information fields have been set up, so there is not much involvement other than
monitoring the dynamic Main screen and possibly running some reports. Confirm-IT2
scans the appointment database file every 30 seconds to see if there were any changes or
additions since the last time it performed an automatic import. (See Figure 4)
If Manual Mode was selected a manual Import will need to be performed each time the
appointment database file of the existing appointment scheduling application has been
changed i.e. appointment added or an appointment date/time has been changed. After the
initial import has been completed, the template information from the previous import
such as file name and location and the column positions of the required data fields will
still be present in the Import Appointment Manager screen. There should be no need
to change any of this information. By clicking the Import button, the latest version of
the appointment database file will again be imported into Confirm-IT2 after clicking the
Save button.
Figure 5 Import Appointment Manager Manual Import
Name and location of appointment database
file
Depending on your existing scheduling application, use
only one date/time format set (A) or (B). DO NOT MIX
BOTH
NOTE: If the file is in CSV format, some fields will not be present.
Database column number
positions from last import.
*
See Notes on next page
(A)
(B)
*
*
*