Location roles

Your Oracle Customer Success manager can create locations where participants go for medical appointments (such as a screenings, blood tests, monoclonal antibody tests) within an organization. A user with the location administrator role can then edit the location details, add appointment types, and add location users who can manage schedules.

The scheduling tasks they can perform depends on their role. See the following table for more details on the location roles. For example, after your Customer Success manager creates an organization, you can request that they add locations. Then, they can and schedule in-person or walk-in appointments. Organizations that don't assign entity roles usually choose a small group of people who perform all tasks and monitor all populations on behalf of the organization.

Note:

You must contact your Oracle Customer Success manager to access the options to create location users and manage schedules. For example, after your Customer Success manager creates an organization, you can request that they add locations where you can schedule different types of appointments using different types of schedules as described in Locations and Schedules.

Role	Description
Location administrator	A location administrator can edit location details, add or delete different types of appointments for a location, add users, and create, close, reduce capacity, or clear a schedule. But, they can also perform all the duties described for a location staff member.
Location Staff Member	A location staff member can be an administrator, check-in agent, or healthcare worker. These users can schedule appointments for participants, check-in participants, call them from the queue, process the appointment, complete the in-house survey (if needed), and cancel the appointment. (Organization and entity coordinators can also schedule appointments for participants [as location staff users].)