Difference between revisions of "How do I set up appointment types?"

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== More Information ==
 
== More Information ==
 
Go to {{Menu|{{PP}}|Diary Entries}}.
 
Go to {{Menu|{{PP}}|Diary Entries}}.
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*Either click {{Button|Add}} or press {{KeyPress|F6}} to create a new appointment or highlight an existing appointment and click {{Button|Edit}} or press {{KeyPress|F5}} to edit an appointment.
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* Either click {{Button|Add}} or press {{KeyPress|F6}} to create a new appointment or highlight an existing appointment and click {{Button|Edit}} or press {{KeyPress|F5}}.
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*Move the cursor to the {{DataPrompt|Type}} field and press {{KeyPress|C-F1}} to bring up the Appointment Type Search window and press {{KeyPress|F6}} to create a new Type. If you just want to edit an existing type, enter the name of the type and press {{KeyPress|ENTER}} from the {{DataPrompt|Filter on}} box, select the relevant Type and click {{Button|Edit}} or press {{KeyPress|F5}} to edit.
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* Move the cursor to the {{DataPrompt|Type}} field and press {{KeyPress|C-F1}} to bring up the Appointment Type Search window.
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*Enter a three character code in the {{DataPrompt|Appointment Type}} field.
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** To edit an existing code click {{Button|Search}} and {{Button|Edit}} on the code to amend.  
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*Enter a suitable description in the {{DataPrompt|Description}} field.
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* Enter a three character code in the {{DataPrompt|Appointment Type}} field.
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*If you wish to have appointment types colour-coded in the Diary, click in the box next to {{DataPrompt|Text}} to change the text colour and click in the box next to {{DataPrompt|Background}} to change the background colour.
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* Enter a suitable {{DataPrompt|Description}}.
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*Press {{KeyPress|ESC}} to exit and {{Button|Accept}} to accept.
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* If you wish to colour code the appointment types, click the box next to {{DataPrompt|Text}} to change the text colour or the box next to {{DataPrompt|Background}} to change the background colour of the type.
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* Click {{Button|Done}} and {{Button|Accept}}.
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== See also ==
 
== See also ==
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* [[How do I repeat an appointment?]]
 
* [[How do I repeat an appointment?]]
  
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{{KB_Tags|appointment, diary, type}}
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{{KB_Tags|appointment, diary, type, new type}}
 
{{How}}{{KB_PP}}
 
{{How}}{{KB_PP}}
  
 
{{KB_Ref|GR84}}
 
{{KB_Ref|GR84}}

Revision as of 12:54, 11 October 2021

Summary

The following article explains how to create or edit appointment types.

More Information

Go to " Personnel Planning Diary Entries".

  • Either click [Add] or press <F6> to create a new appointment or highlight an existing appointment and click [Edit] or press <F5>.
  • Move the cursor to the "Type" field and press <Ctrl+F1> to bring up the Appointment Type Search window.
    • To edit an existing code click [Search] and [Edit] on the code to amend.
  • Enter a three character code in the "Appointment Type" field.
  • Enter a suitable "Description".
  • If you wish to colour code the appointment types, click the box next to "Text" to change the text colour or the box next to "Background" to change the background colour of the type.
  • Click [Done] and [Accept].


See also


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Keywords AND Misspellings
appointment, diary, type, new type
Tags

GR84

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