quick_guides_1

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quick_guides_1 [2020/07/31 10:04] – Shelley Hunterquick_guides_1 [2022/06/02 14:49] (current) – Catherine Riddell
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 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.  The time segments can be changed by right clicking on the grey left time margin giving options from hour to ten minute segments.  On the right is the month for quick movement to other dates and below is the week indicating any entries against the day. 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.  The time segments can be changed by right clicking on the grey left time margin giving options from hour to ten minute segments.  On the right is the month for quick movement to other dates and below is the week indicating any entries against the day.
  
-{{ :desk_top_individual_view.png?600x600 |Desk Top Individual View}}+{{ ::diary1.png?nolink |}}
  
 It is possible to look at another user's Desk Top, a whole Department's Desk Top or the whole Agency's Desk Top by using the drop down list at the top left of the screen. If a group is selected from the drop down list box the display format is changed. It is possible to look at another user's Desk Top, a whole Department's Desk Top or the whole Agency's Desk Top by using the drop down list at the top left of the screen. If a group is selected from the drop down list box the display format is changed.
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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.
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-{{ :diary_appointment_reminder.png?500x200 |Making a diary appointment/reminder}} 
  
 Diary Appointments/Reminders are made using the above buttons or shortcuts from the Desk Top form or from any form where a person is selected. If starting an appointment/reminder from the desktop diary, right click on the time required and click on 'make appointment'. Diary Appointments/Reminders are made using the above buttons or shortcuts from the Desk Top form or from any form where a person is selected. If starting an appointment/reminder from the desktop diary, right click on the time required and click on 'make appointment'.
  
-{{ :appointment_form.png?500x500 |Appointment Form}}+{{ ::reminder.png?nolink |}}
  
 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 a reminder about the appointment, leave it blank. 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 a reminder about the appointment, leave it blank.
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 To amend an existing appointment, open the appointment by right clicking on it and click on the line detailing the appointment. Make the required changes and save and close. To amend an existing appointment, open the appointment by right clicking on it and click on the line detailing the appointment. Make the required changes and save and close.
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 +===Reminders and Appointment Linked to Outlook===
  
 From version 2.20.4 onwards it is possible to send diary appointments, reminders and interview details to an Outlook calendar. From version 2.20.4 onwards it is possible to send diary appointments, reminders and interview details to an Outlook calendar.
  • quick_guides_1.1596189847.txt.gz
  • Last modified: 2020/07/31 10:04
  • by Shelley Hunter