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. |