edc-facility

Loading holidays

To load the list of holidays into the system:

python manage.py import_holidays

Customizing appointment scheduling by Facility

Appointment scheduling can be customized per facility or clinic:

Add each facility to app_config.facilities specifying the facility name, days open and the maximum number of slots available per day:

from edc_facility.apps import AppConfig as EdcAppointmentAppConfig

class AppConfig(EdcAppointmentAppConfig):

    facilities = {
        'clinic1': Facility(name='clinic', days=[MO, TU, WE, TH, FR], slots=[100, 100, 100, 100, 100])}
        'clinic2': Facility(name='clinic', days=[MO, WE, FR], slots=[30, 30, 30])}

To schedule an appointment that falls on a day that the clinic is open, isn't a holiday and isn't already over-booked:

from edc_utils import get_utcnow
from .facility import Facility

suggested_datetime = get_utcnow()
available_datetime = facility.available_datetime(suggested_datetime)

If holidays are entered (in model Holiday) and the appointment lands on a holiday, the appointment date is incremented forward to an allowed weekday. Assuming facility is configured in app_config to only schedule appointments on [TU, TH]:

from datetime import datetime
from dateutil.relativedelta import TU, TH
from django.conf import settings
from django.utils import timezone
from zoneifo import ZoneInfo

from .facility import Facility
from .models import Holiday

Holiday.objects.create(
    name='Id-ul-Adha (Feast of the Sacrifice)',
    date=date(2015, 9, 24)
)
suggested_datetime = datetime(2015, 9, 24, tzinfo=ZoneInfo("UTC"))  # TH
available_datetime = facility.available_datetime(suggested_datetime)
print(available_datetime)  # 2015-09-29 00:00:00, TU

The maximum number of possible scheduling slots per day is configured in app_config. As with the holiday example above, the appointment date will be incremented forward to a day with an available slot.

System checks

• edc_facility.001 Holiday file not set! settings.HOLIDAY_FILE not defined.
• edc_facility.002 Holiday file not found.
• edc_facility.003 Holiday table is empty. Run management command 'import_holidays'.
• edc_facility.004 No Holidays have been defined for this country.

HealthFacility model

The HealthFacility model is used by edc-next-appointment when reporting the next routine appointment for a participant. This is important for trials that collect data at routine clinic appointments not set by the research staff or defined by the protocol.

See also edc-next-appointment.

If you need to customize the model, declare the concrete model locally in your app. You can use the mixins to build your own classes.

You'll also need to update settings to tell edc_facility where the custom model is:

EDC_FACILITY_HEALTH_FACILITY_MODEL = "myapp.healthfacility"

For example:

# models.py
class HealthFacility(SiteModelMixin, HealthFacilityModelMixin, BaseUuidModel):

    objects = Manager()
    on_site = CurrentSiteManager()
    history = HistoricalRecords()

    class Meta(SiteModelMixin.Meta, BaseUuidModel.Meta):
        verbose_name = "Health Facility"
        verbose_name_plural = "Health Facilities"

# forms.py
class HealthFacilityForm(FormValidatorMixin, forms.ModelForm):
    form_validator_cls = HealthFacilityFormValidator

    class Meta:
        model = HealthFacility
        fields = "__all__"

# admin.py
@admin.register(HealthFacility, site=intecomm_facility_admin)
class HealthFacilityAdmin(
    HealthFacilityModelAdminMixin,
    SiteModelAdminMixin,
    BaseModelAdminMixin,
):
    form = HealthFacilityForm