New Appointment Using Upload

To create a new appointment by uploading a spreadsheet:

1. From the side menu, choose Upload and Download.
2. Select the Download Blank tab.
3. Choose Template Source > Appointments Management.
4. Choose Template Name > Appointments.
5. Click Download.
6. Populate the Appointment Header and Details on the downloaded spreadsheet.

   Note:

   The Appointments Items tab is only used for download. It will be populated with the items from the selected ASNs or RTVs.
7. Upload the Appointment using the Appointments Management screen or in the Upload and Download screen:
   1. Select the Upload tab.
   2. Choose Template Source > Appointments Management.
   3. Choose Template Name > Appointments.
   4. Choose a file.
   5. Click Upload.