- What's New
- Functional Summary
- Key Capabilities
- Unavailable Date Selection – Overview
- Configuration & Administration
- User Roles / Permissions / Prerequisites
- How It Works / User Flow – Step-by-Step
- Data Handling & System Behavior
- Business Rules
- Data Handling & Reporting
- Important Considerations & Limitations
- FAQ
This release introduces the ability for Requesters to select unavailable dates during the visit request process.
Previously, users were restricted to selecting only available dates based on system-defined availability rules. If a preferred date was unavailable, users were unable to submit the request using that date and often had to choose alternative dates or coordinate manually with Event Managers.
With this enhancement, the requesters can select unavailable dates when creating or updating visit requests. The system clearly identifies unavailable dates while still allowing selection, enabling users to communicate preferred scheduling requirements without being blocked by availability restrictions.
The enhancement improves scheduling flexibility, supports customer-preferred visit dates, and reduces friction during the request creation process while maintaining visibility into availability constraints.
What's New
- New view for visit date and time selection modal
- Visit type setting for Admins to specify for what visits does this setting apply
- System room to accommodate the visits when no room or slot available
- Ability to select unavailable dates during visit request creation
- Ability to select unavailable dates during visit request updates
- Visual indicators identifying unavailable dates
- Preservation of existing availability calculations
- Ability to submit requests containing unavailable dates
- Improved scheduling flexibility for Requesters
- Better support for customer-preferred visit dates
- Visibility into unavailable date selections for Event Managers
- Support for unavailable dates without bypassing scheduling review processes
- Preservation of existing date availability logic
Functional Summary
The enhancement allows Requesters to select dates that are currently marked as unavailable by the system.
Unavailable dates continue to be identified visually within the date selection experience; however, they no longer prevent users from proceeding with visit request creation.
The selected unavailable date becomes part of the request and remains visible throughout subsequent planning and scheduling activities.
The enhancement does not alter how availability is calculated. Instead, it removes the restriction that previously prevented users from selecting unavailable dates.
Key Capabilities
- Selection of unavailable dates
- Visibility of unavailable date indicators
- Request submission using unavailable dates
- Preservation of existing availability calculations
- Improved request flexibility
- Customer-preferred date capture
- Event Manager visibility into unavailable date selections
- Support for unavailable dates throughout request workflows
- No impact to scheduling review processes
Unavailable Date Selection – Overview
|
Area |
What this means for users |
|---|---|
|
Request Creation |
Users can select unavailable dates when creating requests |
|
Request Updates |
Users can update requests using unavailable dates |
|
Date Picker |
Unavailable dates remain visible but selectable |
|
Availability Indicators |
Users can still identify unavailable dates |
|
Event Managers |
Can review requests containing unavailable dates |
|
Scheduling Process |
Availability calculations remain unchanged |
|
Customer Requests |
Preferred dates can be captured even when unavailable |
Configuration & Administration
Date Availability Configuration
A new setting is available in the Visit Type setting to check/uncheck for the sites and visit types for which the unavailable dates will be visible
Existing availability calculation rules remain unchanged.
Existing date management configurations continue to apply.
The enhancement changes date selection behavior only and does not alter how availability is determined.
User Roles / Permissions / Prerequisites
The feature is available to users who can create or update visit requests.
|
Access Level |
What Users Can Do |
|---|---|
|
Requester |
Select unavailable dates when creating requests |
|
Event Planner |
Select unavailable dates when creating or updating requests |
|
Admin |
Manage existing availability configurations |
Prerequisites
- Admin has checked the visit type for unavailable date selection
- User has access to create or update visit requests.
- Date selection functionality is enabled.
- Availability calculations are configured.
- Request workflow permissions remain unchanged.
How it works / User Flow
1. Create a New Request
Navigate to the visit request form.
Begin entering request information.
Open the date selection control.
2. Review Available and Unavailable Dates
The calendar displays:
- Available dates
- Unavailable dates
Unavailable dates continue to be visually distinguished.
Availability indicators remain visible.
3. Select an Unavailable Date
Choose a date that is marked as unavailable.
The system allows the selection.
The selected date is populated into the request.
No blocking validation occurs.
4. Submit the Request
Complete the remaining request information.
Submit the request.
The request is saved with the selected unavailable date.
5. Review Request Information
Briefing Managers/planners/Admins can review the request.
The requested unavailable date remains visible within scheduling workflows.
Data Handling & System BehaviorAvailability Calculations
Existing availability calculations remain unchanged.
The system continues to determine:
- Available dates
- Unavailable dates
The enhancement does not modify availability logic.
Date Selection Behavior
Previously:
- Unavailable dates could not be selected.
Now:
- Unavailable dates remain visible.
- Unavailable dates can be selected.
- Requests can be submitted using unavailable dates.
Request Storage
Selected unavailable dates are stored in the same manner as available dates.
No special storage mechanism is introduced.
The selected date becomes part of the visit request record.
Workflow Visibility
Unavailable dates selected by Requesters remain visible throughout the scheduling process.
Event Managers can review and manage requests using existing scheduling workflows.
Existing Scheduling Processes
The enhancement does not:
- Automatically approve requests
- Override scheduling reviews
- Modify approval workflows
- Change visit scheduling rules
Existing operational processes remain unchanged.
Business Rules
Rule 1
Unavailable dates must remain visible within the date picker.
Rule 2
Unavailable dates must be selectable.
Rule 3
Request submission must not be blocked because a selected date is unavailable.
Rule 4
Existing availability calculations remain unchanged.
Rule 5
Selected unavailable dates must be stored with the request.
Rule 6
Event Managers must be able to review requests containing unavailable dates.
Rule 7
Existing scheduling and approval workflows remain unchanged.
Rule 8
Availability indicators continue to be displayed.
Data Handling & Reporting
Request Data
Selected unavailable dates are stored as part of the visit request.
The system preserves:
- Requested date
- Request details
- Availability indicators
Reporting
Reports continue to support:
- Requested visit dates
- Scheduling information
- Existing request data
No reporting redesign is required.
Exports
Exports continue to include:
- Requested visit dates
- Existing request information
Unavailable dates are treated as standard requested dates within exports.
Important Considerations & Limitations
- Availability calculations remain unchanged.
- Unavailable dates remain visually identifiable.
- Users can select unavailable dates.
- Existing approval processes remain unchanged.
- Existing scheduling reviews remain unchanged.
- Selecting an unavailable date does not guarantee scheduling approval.
- Event Managers continue to manage scheduling decisions.
- Existing date availability rules remain in effect.
- Existing reporting functionality remains unchanged.
- Existing integrations remain unaffected.
FAQs
What is changing with date selection?
Users can now select dates that are currently marked as unavailable.
Will unavailable dates still be identified?
Yes. Unavailable dates remain visually distinguished within the date picker.
Does selecting an unavailable date guarantee approval?
No. The enhancement only allows date selection. Existing scheduling and approval processes remain unchanged.
Are availability calculations changing?
No. The system continues to calculate availability using existing rules.
Can Event Managers see that an unavailable date was selected?
Yes. The selected date remains visible throughout the request lifecycle.
Does this impact scheduling workflows?
No. Existing scheduling workflows remain unchanged.
Will reports include requests with unavailable dates?
Yes. Reporting continues to support requested dates regardless of availability status.
Are integrations impacted?
No. Existing integrations continue to function without modification.
Support & Troubleshooting
If unavailable dates cannot be selected or are not behaving as expected, verify the following:
- User has request creation permissions
- Date selection functionality is available
- Availability calculations completed successfully
- Request form loaded correctly
- Existing validation rules are functioning
- No browser or UI rendering issues are present
When contacting support, provide:
- Request ID
- Requested Date
- Availability Status Displayed
- Screenshot of the date picker
- User role
- Timestamp of the issue
- Browser information
- Any validation or error messages displayed