Workflow

How to Manage CRM Appointment Interventions

Verified end to end. A disposable CRM appointment was created, an intervention was added, edited, verified, deleted, and the appointment was deleted after the probe.

Evidence Summary

Workflow run
crm-appointment-intervention-20260519T120357Z
Appointment id
434
Intervention id
28
Intervention
Diagnóstico
Final edited time
45 minutes / 00h 45m

CRM appointment intervention workflow diagram

Before You Start

Add an Intervention

  1. Use the Add Interventions selector.
  2. Choose the intervention type.
  3. OfficeGest adds the row immediately after selection.

The verified request used action=add_relcontacto_tiposintervencao, relcontacto_id=434, and tiposintervencao_id=28. The response was {"success":true,"message":null}. The first list row showed designacao=Diagnóstico, default minutes=90, and minutes_f=01h 30m.

Edit Extra Designation and Time

  1. Edit the Extra designation field directly in the intervention row.
  2. Edit Time (minutes) directly in the row.
  3. Confirm the table footer updates the total minutes and formatted time.

The verified update used update_relcont_intervencao twice: once with name=designacao_extra and once with name=minutes. The edited row returned designacao_extra=AI intervention extra 20260519T120357Z, minutes=45, minutes_f=00h 45m, and table totals minutosTotal=45, horasTotal=00h 45m.

Delete an Intervention

  1. Click the delete icon in the intervention row.
  2. Confirm the prompt.
  3. Verify the row disappears and the intervention totals reset.

The verified delete request used action=del_relcontacto_tiposintervencao, relcontacto_id=434, and tiposintervencao_id=28. The response was {"success":true,"affected_rows":1}, and the next list call returned no row for intervention 28.

Artifacts