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quick_guides_1 [2013/03/13 11:45] – barbara | quick_guides_1 [2022/06/02 14:49] (current) – Catherine Riddell | ||
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====== How to use IQX Diary and Appointments ====== | ====== How to use IQX Diary and Appointments ====== | ||
- | The Diary tab shows the diary for whoever is selected in the Drop Down list box.\\ | + | The Diary tab shows the diary for whoever is selected in the Drop Down list box.\\ For an individual user, the display format of the main section shows on the page divided into time segments. |
- | For an individual user, the display format of the main section shows on the page divided into time segments. | + | |
+ | {{ :: | ||
It is possible to look at another user's Desk Top, a whole Department' | It is possible to look at another user's Desk Top, a whole Department' | ||
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The table shows the list of users in the department or agency and indicates all their appointments for the day. The table can be stretched downwards to show more users. | The table shows the list of users in the department or agency and indicates all their appointments for the day. The table can be stretched downwards to show more users. | ||
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The Appointment and Reminder forms are the same. An appointment is defined by having duration eg. 1 hour. A reminder has no duration against it. | The Appointment and Reminder forms are the same. An appointment is defined by having duration eg. 1 hour. A reminder has no duration against it. | ||
- | {{:diary_appointment_reminder.png|Making | + | Diary Appointments/ |
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+ | {{ ::reminder.png? | ||
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+ | The form is opened up with the Date and Time entered (which can then be changed if required).\\ Select the consultant who the appointment is to be for from the drop down box, the default is the user logged on.\\ Tick the Popup notification box and enter how may minutes before the appointment time you want the popup reminder to appear. If you do not require | ||
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+ | If you are entering a Reminder leave the duration at the default of Reminder (no duration). | ||
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+ | For an appointment, | ||
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+ | If this is a recurring appointment enter the number of days it is to recur on - eg. 1 for every day or 7 for every week etc. A recurring appointment will only ever show in the diary on the next date/time it is due.\\ Enter a brief description of the appointment\\ An appointment can be linked to a company, a person, or both. Click the button to bring up the selection forms.\\ Notes can be kept about an appointment, | ||
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+ | **Short Cut:** You can use the make diary appointment button (F3) from other screens. Where you click to make an appointment form another screen, it will take you to the desk top diary.\\ Right clicking on the date and time to make an appointment will then give you another option 'make an appointment: | ||
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+ | To amend an existing appointment, | ||
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+ | ===Reminders and Appointment Linked to Outlook=== | ||
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+ | From version 2.20.4 onwards it is possible to send diary appointments, | ||
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+ | If set up by your Agency, when creating a diary appointment or reminder | ||
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+ | {{: | ||
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+ | If the appointment is linked with a candidate or a client you can also tick to send them an email with an attachment that they can then add to their own calendar. | ||
- | Diary Appointments/ | + | Back to [[3_quick_guides|Getting Started]] |