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Procedure
To access the functions shown in this table, on the navigation bar choose Calendar.
|
Function |
Path |
What You Should Know |
|
Display current appointments |
® Calendar ® Daily View tile, choose the Today pushbutton |
On the Daily View tile in the left pane all current activities and assignments are displayed as a white bar with a blue strip alongside. The details of the selected appointment appear in the Engagement Detail tile. If you are viewing the details of an assignment, then the field Status changes to Status/Ref. This field displays the status of the service assignment and the related service order reference number. |
|
Display appointments on a day to day basis |
®
Calendar ®
Daily View tile ®
Day, choose or ®
Calendar ®
Daily View tile ®
|
|
|
Display appointments in a weekly or monthly detailed view |
®
Calendar ®
Daily View tile ®
|
In the right pane you can view your appointments in the following formats:
In the Month Overview, if you select a date and position your cursor on one of the bars, then a tool tip appears with the description of the appointment scheduled for the selected day. |
|
Display appointments on weekly or monthly basis |
®
Calendar ®
Daily View tile ®
|
This field is dependent on the value you choose from the dropdown box (as described above). In the dropdown box, if you have chosen:
|
|
Display appointments and assignments on a yearly basis |
®
Calendar ®
Daily View tile ®
Year, choose |
|
|
Move an appointment to another time or day |
® Calendar ® Daily View tile, in the left pane choose an appointment and then drag and drop it:
or
|
|
|
Delete an activity |
® Calendar ® Daily View tile, in the left pane choose an activity and then choose Delete on the toolbar |
|
|
Create an activity |
®
Calendar ®
Engagement Detail tile ®
|
For more information, see Creating an Activity.
You can only create and edit an appointment of the type activity. |
|
Edit an activity |
® Calendar ® Daily View tile, choose the activity from the calendar in the right pane ® Engagement Detail tile or ® Calendar ® Daily View tile, 1. Choose the activity in the left pane. The activity appears outlined in blue. 2. Choose the activity again. The activity appears with a red bar alongside. You can now edit the activity. 3. Choose ENTER on your keyboard to save the activity. |
|
|
Create and maintain tasks |
® Calendar ® Task List tile |
For more information, see Creating a Task. |
|
Maintain your availability and absence details |
® Time Planning |
For more information, see Planning Availability and Absence Time. |