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Calendar Solution
Documentation
Section 4: Using
the Calendar - The previous
sections have described the views and navigation between
them. This section of the manual gives instructions on the
use of the calendar, including adding users, adding tasks,
and adding appointments.
Section 4.1: Managing
Appointments -
This is a good point at which to define appointments and
tasks. There are two important differences between tasks and
appointments. First, tasks have only dates and no times,
whereas appointments have both. Second, tasks have a
completed status, and appointments do not. When an
appointment is scheduled, it is assumed that the appointment
will be kept. If it is not kept, the appointment must be
rescheduled. A task remains undone until it is marked as
completed, regardless of the date for which it was
scheduled.

Creating Appointments - To create a new appointment
from any Calendar view (Month, Week, Day), click the
New
Appointment button
in the button
bar. Doing so will
bring up the Appointment dialog, as seen above.
Appointment Name - You may enter a name for the
appointment in the Appointment field. This name will display
in all of the calendar views, as well as in the
Event
list.
Priority Code - Select a priority code for this
appointment. Calendar views may be filtered by priority
code, and the Event
list may be
searched and sorted by priority code.
Appointment Date - Enter a date for the appointment
in the Date field, or click the Specify Date button to the
right of the Date field to choose a date from the calendar
popup.
Appointment Times - Enter starting and ending times
for this appointment. Though times display in standard AM/PM
format, they must be entered in military format. For
example, entering '4:00' into either of the time fields will
schedule the appointment for 4:00 AM. To schedule an
appointment for 4:00 PM, enter 16:00, which is 4:00 PM in
military time.
Repeat Appointment - If you want the current
appointment to repeat, check the Repeat Appointment
checkbox, and select a frequency from the dropdown list.
Enter the ending date for the repeating event into the Until
field, or select a date by clicking the Specify Date
button.
Note: repeating
appointments are separate items in the Event list, i.e.,
separate records in the Task file. Creating events with
hundreds of repetitions is not recommended, as managing that
many events will be very time consuming. Instead, consider
creating repeating events for a fairly short time period, or
where not more than 20-30 events will be created at
once.
Categories - Select a category from the dropdown
list. The category's color will display only after you have
selected the category and have clicked into another field,
or clicked outside of the Category dropdown list.
Assigned to - Choose the user to whom this
appointment is assigned.
Note: the User
dropdown list in the Calendar module is generated from the
Task module, not the People file. Only those users with
events assigned to them will appear in the User dropdown
list on the Calendar button bar. The User dropdown list in
the Task and Appointment creation dialogs, on the other
hand, is generated from the list of users in the People
file.
Delete Appointment - If you are viewing an
appointment that has already been created, click the
Delete... button to delete the appointment and/or all of its
repetitions.
Add Another - Click this button to add the current
appointment and create another appointment without leaving
the current screen.
Cancel - Click Cancel to leave the current screen
without taking any action.
OK - Click the OK button to accept any changes to
existing appointments that have been made on the current
screen, or to create the appointment whose information you
have edited on the current screen.
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