The scheduler is an electronic calendar for
events for the employees. It
is useful for sales people and others to keep track of their
appointments and meetings.
You will notice two navigation buttons for
Scheduler, the Day View and the Week View.
The Day View will let you look at the schedules of the person
logged on as well as the schedule of any person the logged on user is
allowed to view one day at a time.
The Week View will allow you to see the schedule for one person
at a time for a whole week.
In order for you to use the scheduler efficiently
you must set up some scheduler activities.
SELECT FROM THE MENU BAR SCHEDULER THEN SETUP THEN
SETUP SCHEDULER ACTIVITIES
Use the New Activity button to add a New
Activity and the Edit and Delete buttons to Edit and Delete
Activities.
The system will warn you if you are deleting
an Activity in a scheduler record.
If you edit an Activity that is used by a scheduled item the
system will automatically change all items to the changed activity.
Make sure to save your changes to update the
system or use the undo button if you are unsure of your changes or you
do not want to save your changes.
SCHEDULER WEEK VIEW
The week view will let you see and modify the
schedule of one employee at a time.
Use the select the employee button located on the top of the
screen to see that individuals schedule.
You should notice the colors and activities
on the bottom of the screen.
Use the Page up and Page down buttons to view
different time frames.
Notice the Next Day, Previous Day, Next Week
and Previous Week buttons
that will let you navigate between different days.
ADDING AN EVENT IN THE SCHEDULER
To add an event click on the time frame that
you want the event to be started.
The system will pull up a window that shows
all the events that is scheduled for that employee during the time
period. To add an event
just select the new button.
You will be prompted to find a contact, you
may leave this area blank if you would like not to make an appointment
with a contact.
Select an activity then select the length of
time for the event.
SCHEDULER DAY VIEW
The Day View will let you see and modify the
schedules of all the employees in the Scheduler for a certain day.
You should notice the colors and activities
on the bottom of the screen.
Use the Page up and Page down buttons to view
different time frames.
Notice the Next Day, Previous Day, Next Week
and Previous Week buttons that will let you navigate between different
days.
ADDING AN EVENT IN THE SCHEDULER IN DAY VIEW
To add an event click on the time frame that
you want the event to be started.
Make sure it is in the column for the employee you want to
schedule for.
The system will pull up a window that shows
all the events that is scheduled for that employee during the time
period. To add an event
just select the new button.
You will be prompted to find a contact, you
may leave this area blank if you would like not to make an appointment
with a contact.
Select an activity then select the length of
time for the event.
Make sure to save your changes or click undo
to cancel changes. |