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Part 5: Administration
intermediate
Additional Setup Modules
Mobile App and the Exchange Connector, plus the remaining Application Setup tabs, plus Administration → Transactions and Exchange connector administration that admins use day-to-day.
11 lessons
What you'll cover
- Mobile App1 lesson
- Exchange Connector3 lessons
- Monitor transactions3 lessons
- Exchange connector1 lesson
- Remaining Application Setup3 lessons
Lessons
11 lessonsExchange Connector
- 02Exchange Connector settingsAfter this lesson you can configure tenant, resource, and rule layers of the Exchange Connector and assign resources to named rules.Quiz4 min
- 03Resource preferencesAfter this lesson you can override Exchange rule defaults for individual resources without fragmenting your rule set.Quiz3 min
- 04RulesAfter this lesson you can build Exchange Connector rules for resource groups and decide when a preference beats a new rule.Quiz3 min
Monitor transactions
- 05Transactions - AppointmentsAfter this lesson you can use the Appointments view to decide whether a sync issue is connector-side or downstream of Dime.Scheduler.Quiz3 min
- 06Transactions - list viewAfter this lesson you can use the Transactions view to read API-level failures when Appointments status is too generic.Quiz3 min
- 07Transactions - ErrorsAfter this lesson you can review failed transactions daily, reprocess after fixes, and ignore non-actionable failures.Quiz3 min
Remaining Application Setup
- 09Changing the company informationAfter this lesson you can set tenant identification and upload a company logo on the Application Setup General tab.Quiz2 min
- 10Advanced tabAfter this lesson you can recognize when Do Not Count Appointment Resource and Disable Recalculate Planning Quantity apply to your process.Quiz2 min
- 11Regional settingsAfter this lesson you can configure tenant-default and per-user time zones and languages for multi-region teams in one tenant.Quiz3 min